Waddell & Reed Financial Analyst interview experience

Got offer

Easy

Neutral

Detroit, MIPosted Dec 2011 · Candidate report, summarized by Dataford

I interviewed for a Financial Analyst/advisor-track role with a fairly sales-heavy process and a longer, homework-style timeline.

Recruiter/initial contact + first “fit” step — I was prompted to interview after applying and was given an early overview; one part felt like a company pitch and a preview of the role’s sales expectations.
Assignments and assessments — I completed simple homework-style tasks and at least one licensing/training-related readiness step (including a “project” focused on identifying people with money) plus other short assignments.
Personality/profiling and follow-up — I took a personality survey/online work that determined whether I moved forward.
Onsite/final interview — I

Create a free Dataford account to unlock the full round-by-round breakdown, the questions asked and the outcome.

Preparing for this interview?