Tyrus Meiss, Financial Advisor
Vickie Clark, Financial Advisor
1928 S Main St.Eureka, IL 61530
Advisor Associate (licensed)
The Advisor Associate shall be licensed and will provide client service for the practice. Key roles include preparation of annual reviews, financial plan preparation, research reports, insurance illustrations and client communication program. Serves as the expert on client technology tools needed in the practice, including but not limited to eMoney, Morningstar, Compass, Docupace, Envestnet, FMG Suite and any other software deemed needed for the practice
Requirements: Series 7 and 66 license and health/life insurance license within 6 months of hire. Pass background check. Maintain confidentiality. Exhibit accuracy.
Preferred: Bachelor’s Degree or applicable experience in the financial industry.
Eligibility for Promotion to Advisor
As an independent contractor Financial Advisor associated with Waddell & Reed., I do not have the authority to act on behalf of Waddell & Reed in connection with the posting, advertisement, consideration of, or hiring of any Waddell & Reed employees. Any position posted is solely a posting for a position within my independent contractor practice. It is not a posting for an employment position with Waddell & Reed. Waddell & Reed bears no responsibility or liability for any actions I may take with respect to the posting and/or decisions associated therewith. (02/21)