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Waddell & Reed jobs

Viewing 1 - 5 of 5 jobs

  • Sr. Financial Planning Consultant

    Waddell and Reed - Shawnee Mission, KS

    Consultant supervises the financial plans written by Waddell and Reed Investment Advisor Representatives. Required Skills Demonstrated knowledge of Financial Planning rules and regulations. Strong conflict-management and problem-solving...

    8 days ago from Waddell and Reed

  • Sr. Specialist-Classic

    Waddell and Reed - Shawnee Mission, KS

    Responsible for conducting the analysis and OSJ review and supervision of Classic mutual fund business. Required Skills Have an good level of mutual fund industry knowledge. Strong leadership and interpersonal skills. Conflict-management...

    18 days ago from Waddell and Reed

  • Reporting Specialist

    Waddell and Reed - Shawnee Mission, KS

    Description:   This is an individual contributor based role that is focused on reporting for our Advisor’s Channel.  This role will report to corporate finance with a dotted line to brokerage operations in the Financial Advisors Division.

    18 days ago from Waddell and Reed

  • State & Local Tax Analyst

    Waddell and Reed - Overland Park, KS

    The State & Local Tax Analyst will be primarily responsible for the following tax related duties: State & Local Income Tax Compliance Preparation of income tax workpapers Calculate state tax credits and comply with various state program...

    30+ days ago from Waddell and Reed

  • Compliance Electronic Communications Surveillance Analyst

    Waddell and Reed - Shawnee Mission, KS

    Basic Job Summary:   Assist in the surveillance of financial advisor and firm sales activities through the use of monitoring of e-mail correspondence and social media communications and activity sent and received by financial advisors to...

    30+ days ago from Waddell and Reed

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