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waddell and reed Jobs in Aurora

Currently, there are no waddell and reed jobs available in Aurora, Illinois. You may wish to explore jobs in nearby locations on the waddell and reed jobs in Illinois page or view related jobs below.
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Create and deliver effective Advisor Development training content for the professional development of financial advisors, advisor assistants, administrative assistants and field leadership. JOB RESPONSIBILITIES: Create and deliver training resources for the Financial Advisors Division that build users’ sales capacity, enhance success of all field advisors, associates and assistants and enhance f...
Job Overview: The Purchasing Departments perform processing for the majority of Waddell & Reed''s incoming new customer accounts and subsequent investments. Processors will be responsible for reviewing requests and account information and determining the appropriate steps to take to complete a request. Associates will be expected to monitor personal work queues and process information by utilizin...
Job Overview: As a member of the New Accounts team in the Waddell & Reed Brokerage Department, this position has a variety of duties related to the processing and approval of brokerage & outside mutual fund accounts. Primary duty is to review and approve account related items including but not limited to new accounts and maintenance requests. This individual is responsible for delivering a high l...
Job Overview:Impact sales by delivering the highest caliber of insurance sales support to Waddell & Reed field management and financial advisors in their efforts to create, build, and maintain successful financial planning practices. Key functions include: Improving the awareness of Waddell & Reed’s insurance sales process, tools and resources Increasing the effective use of our insurance tools ...
Job Overview: Responsible for developing and maintaining existing relationships, as well as identifying and acquiring new business within the assigned territory to meet sales goals. Responsibilities: * Responsible for raising and retaining assets within a geographic territory by meeting with brokers and financial advisors to provide product information, share sales ideas, gather marketing data ...
The Data Management Associate focuses on key day-to-day operational activities in supporting both internal and external clients in the Investment Management Division. The focus on this position will be in reporting, data quality, process improvement and issue resolution. This is a hands-on role that requires getting into the details, as well as assisting with direct implementation of technology so...
Are you looking for an opportunity to turn your engaging personality and your customer service talents into a rewarding career in the finance industry? Join our team at Waddell & Reed! Founded in 1937, we are among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors. Due to our ...
This position has multiple responsibilities within the finance department that touch on a variety of areas including general accounting, transfer pricing, financial reporting, insurance and treasury. The position will primarily be responsible for: Oversight and review of the monthly accounting for all investment-related activity, which may include the purchase and sale of various investment secur...
There are two primary components to this position. They are important to the success of the candidate in the job: The candidate will manage the on-boarding and transition of financial advisors and managers. This candidate is responsible for learning and maintaining in-depth knowledge of the Classic and Choice platforms, participating in the qualification analysis, and managing the transition of t...
PRINCIPAL DUTIES AND RESPONSIBILITIES: Coordinate communication with outside counsel, Boards of Directors and Senior Executive Team. Create, edit and maintain databases and electronic spreadsheets. Maintain calendar and docket and coordinate, schedule and arrange meetings (including logistics) with Senior Executive Team and others. Assist General Counsel with budget preparation and control. R...