Waddell & Reed Financial Analyst interview experience

No offer

Medium

Positive

Spokane, WAPosted Mar 2011 · Candidate report, summarized by Dataford

I interviewed for a Financial Analyst/advisor-track role that felt moderately to fairly straightforward, with an explicit “sales and marketing output” component and a couple of structured rounds.

Intro interview + company overview — I sat through an initial conversation focused on the role, the company approach, and expectations (including heavy reliance on who you know).
Assessment tied to success likelihood / fit — I took an online type/skills test designed to estimate my chance of success; if results weren’t aligned, I didn’t progress.
Compensation and training explanation — I reviewed the compensation structure and logistics in a second round, often alongside general Q&A.
Market research / outreach homework — I was sent home to complete market surveys or

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