Waddell & Reed Financial Analyst interview experience

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Easy

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Golden, COPosted Jul 2011 · Candidate report, summarized by Dataford

I interviewed for a Financial Analyst/advisor-track position with an easy, friendly process, usually starting with quick scheduling, light assessments, and an early emphasis on logistics like licensing.

Phone or email scheduling — I was contacted soon after applying and had a short phone conversation primarily about general information about the firm.
Questionnaire / personality step — I completed an emailed questionnaire or other light assessment to confirm interest and fit.
In-person interview — I discussed education and past experience; the interviewer addressed role basics and compensation expectations.
Licensing/training logistics — I asked about compensation, and I was explicitly made aware of my responsibility for licensing costs (and limited paid training in

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