Booth: 9am - 11:30am CBA Atrium

Our Firm Since 1937, Waddell & Reed has helped millions of Americans develop customized financial plans to help them get to where they want to go in life. Our philosophy is clear and simple:

Investing. Each Waddell & Reed financial advisor has direct access to our investment management team as well as a wide array of products and services. Quite simply, we do our own work, believe in our own research and act on our own ideas.

With a plan. We develop comprehensive, personal financial plans tailored specifically to each client’s needs. Over time, we help individuals and families turn their dreams – such as sending children to college, providing for retirement, or simply accumulating assets – into attainable, real solutions that can improve their lives.

By building personalized plans supported with strong investment products, we enable our clients to identify their financial planning goals and to take action toward achieving them.

What are your goals for your time on campus?
Recruiting new financial advisors.

What populations of students are you targeting?
Our target market is wide and varied; if a potential recruit meets many of the Top 10 traits then we are interested in speaking with them regardless of their major or year in school. We look forward to our involvement in this year’s UNL CBA Employer in Residence program.


Top 10 Traits for a Successful Financial Advisor
Has a deep, genuine desire to help others
Has a entrepreneurial mindset
Is coachable and open to suggestions and support
Has a strong network of people they know
Enjoys finances and the potential opportunities to be created
Enjoys working in a supportive team environment
Confident in own abilities and opportunities
Professional appearance
Not afraid of success
Practices what is preached financially