Waddell & Reed Reviews | Glassdoor.ca

Waddell & Reed Reviews

Updated Oct 5, 2019

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3.0
StarStarStarStarStar
Rating TrendsRating Trends
47%
Recommend to a Friend
73%
Approve of CEO
Waddell & Reed CEO Philip Sanders
Philip Sanders
44 Ratings
Pros
  • "Waddell & Reed Mutual Funds are fantastic with great leadership at the flagship(in 25 reviews)

  • "Exposed me to investment advisory and financial planning(in 20 reviews)

Cons
  • "Also they don’t pay for any of your licensing, so until you’re(in 22 reviews)

  • "100% commission and it can be difficult to build your own book from scratch(in 17 reviews)

More Pros and Cons
  1. "Good place to start in advising."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Advisor 

    I worked at Waddell & Reed full-time for more than 5 years

    Pros

    Learned alot. Good people to work with

    Cons

    Not the best proprietory investment programs

    Waddell & Reed2019-10-05
  2. "Good company, growing mindset, slightly behind the 8 ball on technological advancements"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Customer Service Representative in Overland Park, KS
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Waddell & Reed full-time for less than a year

    Pros

    Great opportunities for internal promotions, flexible work hours depending on position.

    Cons

    Technology not up to speed to some of the bigger brokerage firms, location move in flux

    Advice to Management

    Make the collaboration between departments better.

    Waddell & Reed2019-08-28
  3. "Good entry job into financial planning"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Customer Service Representative in Kansas City, KS
    Recommends
    Negative Outlook
    No opinion of CEO

    I have been working at Waddell & Reed full-time for more than a year

    Pros

    Great culture, good support, friendly co-workers. Great entry job into financial planning. Series 6 paid for.

    Cons

    Behind the times when it comes to technology.

    Waddell & Reed2019-08-23
  4. "Good Company"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Training Coordinator 
    Recommends
    Neutral Outlook
    No opinion of CEO

    I have been working at Waddell & Reed full-time for more than 5 years

    Pros

    They have a strong culture.

    Cons

    They are going through growing pains.

    Waddell & Reed2019-08-19
  5. "Change is not always good"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Manager in Shawnee Mission, KS
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I have been working at Waddell & Reed full-time

    Pros

    Good people, nice campus, generous vacation policy

    Cons

    It's disjointed right now. In the middle of a lot of transitions and the left hand doesn't seem to know what the right hand is doing. There have been a lot of policy changes in the last 2 years to make the company more competitive at the expense of the employees.

    Waddell & Reed2019-08-18
  6. "Great people"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Supervisor 
    Recommends
    Neutral Outlook
    Approves of CEO

    I have been working at Waddell & Reed full-time for more than 8 years

    Pros

    There is room for advancement

    Cons

    Not much flexibility with schedule

    Waddell & Reed2019-07-31
  7. "Great place to get your feet wet in the finance industry"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Field Office Administrator in Kansas City, MO
    Recommends
    Positive Outlook
    No opinion of CEO

    I worked at Waddell & Reed full-time for less than a year

    Pros

    good pay friendly coworkers great office great place to spend a summer interning

    Cons

    allocation systems are pretty fickle and can cause confusion

    Waddell & Reed2019-07-26
  8. "programmer"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Programmer in Bourg-en-Bresse
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Waddell & Reed full-time for more than 3 years

    Pros

    Good Life work balance in the workplace

    Cons

    None to be said that is negative

    Advice to Management

    Cant think of something applicable

    Waddell & Reed2019-07-10
  9. "W&R"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - New Business Associate in Overland Park, KS
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I have been working at Waddell & Reed full-time for more than a year

    Pros

    Friendly and helpful trainers. Managers are really cool. Dress code is laid back.

    Cons

    A lot of changes all at once. Lots of nuance that some know and others don't.

    Waddell & Reed2019-07-11
  10. "Cutting Costs"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Senior Manager in Overland Park, KS
    Recommends
    Negative Outlook
    No opinion of CEO

    I have been working at Waddell & Reed full-time for more than 10 years

    Pros

    Coworkers, location, can be interesting work.

    Cons

    Recent cuts and layoffs. Many of the benefits enjoyed in the past are being erased by the new regime.

    Waddell & Reed2019-07-08
Found 414 reviews