Waddell & Reed Financial Analyst interview experience

No offer

Easy

Positive

Monroeville, PAPosted Jun 2013 · Candidate report, summarized by Dataford

I went through a small, structured set of early steps—informational meeting plus online testing—without the deeper back-and-forth I expected.

Open interview (informational 1:1) — I sat down with a district manager for a mostly explanatory conversation about the role and what commonly turns people off (sales and building your own client base).
Online assessments — Before the next meeting, I completed an online assessment including personality testing and basic vocabulary/math questions tied to the licensing-exam likelihood.
Second interview (with recruiting assistant) — The next meeting moved toward the recruiting step after the assessment. Outcome: I didn’t move forward, and the takeaway was that early

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