Tyrus Meiss, Financial Advisor
Vickie Clark, Financial Advisor
1928 S Main St.Eureka, IL 61530
The Advisor Assistant shall be responsible for providing support to Financial Advisors and helping achieve overall business goals, specifically focused on Financial Advisor support, client service, and processes, communicating with clients by phone and in person, processing checks, preparation of mailings and support of client events. Duties will include scheduling client appointments, confirming client appointments and client appointment preparation. The assistant will also be responsible for filing and follow up on business as systems dictate.
Requirements: Pass background check. Maintain confidentiality. Exhibit accuracy.
Preferred: Bachelor’s Degree or applicable experience in the financial industry. Licensed with Series 7, 66 and as insurance producer.
Eligibility for Promotion to Advisor Associate
This employment position will require background checks given the independent financial advisor’s association with Waddell & Reed, Inc. due to regulatory requirements. However, this position is not offered through or by Waddell & Reed, Inc. Instead, this opportunity is offered solely by the independent financial advisor solely in connection with their independent financial advisor practice. The independent financial advisor is not employed by, nor authorized to engage or employ any individual on behalf of, Waddell & Reed, Inc. All employment obligations are the sole obligation of the independent financial advisor.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Clark & Meiss Group – Wealth Management is a separate entity from WRI. (02/21)