TD Ameritrade Interview Questions

Updated Aug 15, 2015
82 Interview Reviews

Interview Experience

Interview Experience

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82 Candidate Interview Reviews Back to all Interviews

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  1.  

    Tech Support Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 2 days. I interviewed at TD Ameritrade (Chicago, IL).

    Interview

    This was a sit down question/answer session with a panel of 5 people including peers and the manager. I was asked questions regarding my technical support experience. What kind of finance experience I have, if any.

    Interview Questions

    • What experience do I have troubleshooting issues?   1 Answer
  2.  

    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2 days. I interviewed at TD Ameritrade.

    Interview

    job fair that permitted for a face to face with human resources and hiring manager. Questions were fairly easy and them were looking for enthusiasm more than 'correct answers'. After the interview, human resources is very helpful and a tour of the office is offered.

    Interview Questions

  3.  

    Investment Consultant Interview

    Anonymous Employee in Omaha, NE
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at TD Ameritrade (Omaha, NE).

    Interview

    I applied online. Within a week I received a call from a recruiter. After that interview I met with the Branch Manager. I had to do a Sales Key assessment. Was interviewed by another Branch Manager over the phone later that week. Final interview was with the Regional Manager and Branch Manager for expectations of the role.

    Interview Questions

    • What is your sales process?   1 Answer
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  5.  

    Relationship Manager Interview

    Anonymous Employee in San Diego, CA
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through an employee referral. The process took 1+ week. I interviewed at TD Ameritrade (San Diego, CA) in July 2015.

    Interview

    First is the phone interview which is about 40 minutes, and if the recruiter likes you, they will send you a 40 minute assessment. Depending on your score of the assessment, the recruiter will then offer you an in person interview. The in person interview consists of two or three TD Ameritrade employees conducting the interview.

    Interview Questions

    • What does world-class customer service mean to you?   1 Answer
  6.  

    Investment Consultant Interview

    Anonymous Employee in Radnor, PA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 1+ week. I interviewed at TD Ameritrade (Radnor, PA) in May 2015.

    Interview

    Initial phone screen followed by 3 interviews two in person with the branch manager and then the regional manager as well as 1 phone interview with a BM who ran through a role play.

    Interview Questions

    • What's your sales process?   1 Answer
  7. Helpful (1)  

    Investor Services Interview

    Anonymous Employee
    Accepted Offer
    Average Interview

    Interview

    Applied online through the company website. A month or so later I received an email to do a phone interview. Then a week after that I did an interview in person received an offer the following week. The hiring process is very easy and straight forward.

    Interview Questions

    • Know the 5 company values before they ask you about them.   Answer Question
  8. Helpful (1)  

    Investor Services Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience

    Interview

    Very straight forward interview questions , very nice and easy going people. You don't need to go in prepared just go in and tell them the truth about you and your resume and be confident about it! The most difficult question was what I knew about their company so be prepared for that.

    Interview Questions

    • What do you know about our company?   1 Answer

    Negotiation

    There was none

  9.  

    Fixed Income Specialist Interview

    Anonymous Employee in Jersey City, NJ
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at TD Ameritrade (Jersey City, NJ) in January 2015.

    Interview

    Great and efficient process...and I've been through every single competitors interview and hiring process...TDA is by far the best. Besides the basic personality assessment questions, expect to be asked relevant technical questions related to the job....know and understand fixed income portfolio management, bond strategy, ladders, duration management etc also expect Bloomberg Terminal questions as well.

    Interview Questions

    • Please describe what a bond ladder is and why would a client benefit?   1 Answer
    • Why you?   1 Answer
    • What is the current ten year treasury yielding and why is this so relevant?   1 Answer
  10.  

    Investor Services Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Interview

    Once I submitted my application, I received a phone call about five days later. The phone interview was basic information about myself, where I hear about the position, And why I wanted it. After about a week later I was contacted to do a face to face interview.

    Interview Questions

    • The questions were very generic and straightforward.Just make sure to do your research about the company and be ready to answer why you want to work at TD Ameritrade.   Answer Question

    Negotiation

    Since this was an internship position, there was not much room for any negotiation.

  11.  

    Client Services Representative Interview

    Anonymous Employee in Fort Worth, TX
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at TD Ameritrade (Fort Worth, TX) in December 2014.

    Interview

    After applied online, get phone interview by HR, just normal questions (like why to leave the current company, why this company, what's the current salary and so on). Then face to face interview by direct manager.

    Interview Questions

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