TD Ameritrade Financial Consultant Interview Questions

4 Interview Reviews

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Helpful (2)  

Financial Consultant Interview

Anonymous Interview Candidate in Chicago, IL
No Offer
Negative Experience
Difficult Interview

Application

I applied through a recruiter. The process took 2+ months. I interviewed at TD Ameritrade (Chicago, IL) in July 2014.

Interview

Attended open house. Applied for open position. Received initial phone interview from company recruiter. Successfully completed 2 online assessments. Held phone interview with 2 branch managers (even though I could have easily attended a personal interview with the Chicago branch manager since I work just blocks away).

Interview Questions

  • Have you ever made that much money before? I was asked this when I answered the initial question of "How much money do you need to make in a year?" and my answer was more than $100K.   1 Answer

Other Interview Reviews for TD Ameritrade

  1.  

    Financial Consultant Interview

    Anonymous Interview Candidate in Chicago, IL
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at TD Ameritrade (Chicago, IL) in July 2012.

    Interview

    Applied online through the website. Had a pleasant phone interview with a talent acquisition specialist and was sent a sales aptitude survey via email. I took the survey and four days later received a form email saying that they had hired another candidate. The survey asked a lot of questions about how comfortable you are with making lots of phone calls and if you are comfortable being called a sales person or sales rep as though we should be embarrassed to be in sales. Also asked a couple of ethics questions, etc. I got the impression that they are looking for more aggressive sales types to get the assets and hen move on to the next potential client rather than being a true financial consultant.

    Interview Questions

  2. Helpful (1)  

    Financial Consultant Interview

    Anonymous Interview Candidate in Richmond, VA
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at TD Ameritrade (Richmond, VA) in December 2009.

    Interview

    I applied through career builder and a recruiter had contacted me the next day about the position. she pretty much asked about my experience and background and mainly wanted to set up an interview with the branch manager of where i would be working. I met with the branch manager as well as some brokers there. All of them were men and I think he was afraid that i might not get along with an office full of men. I thought the interview went really well and he even sent me a personality assessment once i got home to complete. I passed the assessment as they said but I never got a call back from the manager and there was no explanation as even the recruiter heard that the interview went quite well.

    Interview Questions

    • how do you feel about taking outbound calls? what do you know about options?   Answer Question
  3.  

    Financial Consultant Interview

    Anonymous Interview Candidate
    No Offer
    Negative Experience
    Average Interview

    Application

    The process took a week. I interviewed at TD Ameritrade in December 2007.

    Interview

    Interview was set up through a recruiter with the branch manager. Branch manager seemed preoccupied with anything but the interview. After taking an online skill and personality test the manager asked a few questions including the old sales test question - giving me a pen and telling me to sell it to him Pretty lame for a financial consultant position. I was not impressed with the operation. Any way I was considering another offer at the time,branch manager was going on vacation, recruiter was useless and I ended up accepting the other position.

    Interview Questions

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