Waddell & Reed Financial Analyst interview experience

Got offer

Easy

Positive

Sacramento, CAPosted Apr 2015 · Candidate report, summarized by Dataford

I interviewed for a Financial Analyst-style role at Waddell & Reed and found the process fairly easy overall, with the main stress being upfront licensing costs and commission expectations.

Initial meeting with a managing principal — a conversational, in-person discussion about my background and why I switched/fit, plus an explanation of the position and training; I was sent home with a legal/compliance packet.
Second touchpoint — they let me ask questions and follow up; they discussed sponsorship/“positions” tied to taking tests.
Role fit + logistics — a more straightforward conversation about my experience and where I want to be, then details on the training/lisense path.
Certification cost conversation — I was explicitly told I’d need about $1,000 out

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