TD Ameritrade

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TD Ameritrade Interview Questions

Updated Jan 16, 2015
Updated Jan 16, 2015
100 Interview Reviews

Interview Experience

Interview Experience

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Getting an Interview

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Candidate Interview Reviews

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  1.  

    Client Service Specialist Interview

    Anonymous Interview Candidate in Pittsburgh, PA
    Anonymous Interview Candidate in Pittsburgh, PA
    Application Details

    I applied through an employee referral – interviewed at TD Ameritrade in March 2013.

    Interview Details

    Standard interview, nothing out of the ordinary

    Interview Questions
    Declined Offer
    Neutral Experience
    Average Interview
  2. 1 person found this helpful  

    Client Service Specialist Interview

    Anonymous Interview Candidate in Houston, TX
    Anonymous Interview Candidate in Houston, TX
    Application Details

    I applied online. The process took a weekinterviewed at TD Ameritrade in February 2013.

    Interview Details

    After applying online the branch manager contacted me directly by phone a little over two weeks later, the delay in response being the result of the recruiter for that division recently leaving. It was a friendly, get-to-know-you type of conversation which segued into questions regarding my background, previous experience, qualifications, and whether I'd be a good fit to proceed further. That initial conversation went very well and landed me an invitation to come in and meet the branch manager in person.

    The face time interview was conversational and very relaxed, as we went more in depth as to what I had handled in previous positions that would align with the requirements they had for the client service specialist. Everyday duties would consist of depositing checks, entering trades, imaging transfer paperwork to the back office and following through to make sure transfers were handled in a timely manner and no money was left behind, taking inbound calls, making outbound calls, coordinating client events on an as-needed basis, and handling client service issues (RMD's, beneficiary updates, account transactions), but the biggest target of the position was to take existing clients who came in for service items and leveraging the opportunity to sit them down with an investment consultant if their was a lucrative opportunity discovered. This meant being able to build relationships with their current clients and uncover opportunities for their six IC's to transition self-directed accounts over to managed accounts, this was the biggest part of the business development and 'keeps the lights on'.

    The first interview went so well that I was told on the spot I would be contacted later that day to set up a time to come back and sit down with the investment consultants to make sure the personalities were a good fit and to get a better idea of what they would need. I received the call, set up a second interview, did the usual follow through with a thank-you letter and went in the next week to meet with two of the IC's.

    The investment consultants had been there for a period of time, they spoke highly of the company, and I addressed questions such as 'how long have you been in sales, what interests you in this particular position, are you able to multi-task, handle processing requests, follow through, and can you drop everything to address a client who walks in, they are the number one priority', etc. Following that I was encouraged to ask my own questions. The person who vacated the position took a promotion within the company, which was encouraging that this could be a place where I could grow professionally.

    Overall it was a great experience, I have no regrets, I gave it my all. The office environment is relaxed, conference room for client meetings is up front, nice lobby, ICs' offices are further back down the hall, and the size of the location is large enough where you don't get the feeling everyone is tripping over each other. The best impression I got is that the IC's are each assigned individually to be 'broker of the day', so referring investment opportunities won't leave you in a position to have to choose, it's fair, honest, very straightforward.

    Interview Questions
    • "Your desk is going to be covered in paper, why would you want to do this?"   View Answer
    No Offer
    Positive Experience
    Average Interview
  3.  

    Investment Consultant Interview

    Anonymous Interview Candidate in Kansas City, KS
    Anonymous Interview Candidate in Kansas City, KS
    Application Details

    I applied through other source. The process took 3+ monthsinterviewed at TD Ameritrade in February 2013.

    Interview Details

    Phone discussion, meeting branch manager, meeting regional manager, phone interviews with other managers. Took way too long and was repetitive. For this type of job, that degree of scrutiny is totally unnecessary and a waste of potential employees time.

    Interview Questions
    • Improper focus of questions that were irrelevant to job function   View Answer
    No Offer
    Negative Experience
    Easy Interview
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  5.  

    Intern Interview

    Anonymous Interview Candidate in Jersey City, NJ
    Anonymous Interview Candidate in Jersey City, NJ
    Application Details

    I applied through college or university – interviewed at TD Ameritrade in February 2013.

    Interview Details

    on-site interview with three officers. one by one. half hour for each. the first two people are professions, ask more about the projects on resume and how you familiar with some stat software, like SAS. the last one is HR, ask general questions. Like what is your plan in future, in one year and in five years.

    Interview Questions
    No Offer
    Average Interview
  6.  

    Investor Services Interview

    Anonymous Interview Candidate in Fort Worth, TX
    Anonymous Interview Candidate in Fort Worth, TX
    Application Details

    I applied online. The process took 2 weeksinterviewed at TD Ameritrade in September 2012.

    Interview Details

    Received a phone call from a recruiter for a brief phone interview that consisted of some basic questions relating to relevant experience. This is a customer service and sales position first so the questions leaned towards experience in customer service roles, previous sales experience, and pretty basic interview questions.
    The next step was a face-to-face interview with the hiring manager. This was a little more detailed and delved further in to the previous customer service experience. Basic questions about how one would resolve issues with unsatisfied clients, experience in selling/suggesting products to clients, comfort levels with interacting with clients over the phone. The interview was fairly basic for this type of role.

    Interview Questions
    • Nothing stands out as being unexpected or especially difficult.   Answer Question
    Negotiation Details
    There was no negotiation. In this economic environment, when you're applying for an entry-level position with a company, salary negotiations are never a part of the equation. Either you take the offer on the table, or you move on.
    Accepted Offer
    Positive Experience
    Easy Interview
  7.  

    Marketing Coordinator Interview

    Anonymous Interview Candidate in Jersey City, NJ
    Anonymous Interview Candidate in Jersey City, NJ
    Application Details

    I applied online – interviewed at TD Ameritrade in September 2012.

    Interview Details

    Contacted via email by HR told to come in for interview with 3 managers. Later in the day told it was a mistake and a screening phone call would take place a few days later. After the screening phone call I was asked to come in a week later to meet with 3 managers. Showed up early and had to wait for manger to come in around 915. Interview was for 9. Spoke with one manager for 45 mins. Which left little time left to speak with other 2 managers. THey apologized but it was really bad time management by the first manager. I sent a thank you follow up to all parties the day after. A week later I contacted HR asking whether the position was filled. Three months later still no response. I have seen the position again advertised on Linkedin. Very unprofessional HR and managers in my opinion.

    Interview Questions
    • No question unexpected. What is your biggest strength/weekness? Why do you want to work here? Where do you see yourself in 5 years?   Answer Question
    No Offer
    Negative Experience
    Average Interview
  8.  

    Client Services Specialist Interview

    Anonymous Interview Candidate in Charlotte, NC
    Anonymous Interview Candidate in Charlotte, NC
    Application Details

    I applied online. The process took 4 daysinterviewed at TD Ameritrade in September 2012.

    Interview Details

    After applying for this position I was contacted by their HR Shared Services dept. The email communication went very well and I was given a time slot a few days later to interview with a recruiter. When the recruiter called he sounded very young and inexperienced. He had very little personality and asked me very basic interview questions that did not challenge me one bit. After a few minutes I felt as if I was the recruiter running the interview. I could hear the recruiter typing away on his keyboard and not being very engaged. The interview lasted about 20 minutes, but it felt like an hour. After the interview I sent a thank you email to the HR person that originally contacted me as the recruiter did not provide me with that information. Well as I figured I never heard back from the recruiter.

    No Offer
    Negative Experience
    Easy Interview
  9.  

    Financial Consultant Interview

    Anonymous Interview Candidate in Chicago, IL
    Anonymous Interview Candidate in Chicago, IL
    Application Details

    I applied online. The process took a weekinterviewed at TD Ameritrade in July 2012.

    Interview Details

    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
    No Offer
    Positive Experience
    Average Interview
  10.  

    Investment Consultant Interview

    Anonymous Interview Candidate in Los Angeles, CA
    Anonymous Interview Candidate in Los Angeles, CA
    Application Details

    I applied in-person. The process took 2 weeksinterviewed at TD Ameritrade in July 2012.

    Interview Details

    Initial communication was great and easy interview. Full scope of role not detailed

    Interview Questions
    Negotiation Details
    non negotiable
    Accepted Offer
    Neutral Experience
    Easy Interview
  11. 1 person found this helpful  

    Investment Consultant Interview

    Anonymous Interview Candidate in Fort Worth, TX
    Anonymous Interview Candidate in Fort Worth, TX
    Application Details

    I applied through an employee referral. The process took 2 weeksinterviewed at TD Ameritrade in June 2012.

    Interview Details

    phone interview, follow by panel interview, and sometimes called back for 1:1
    TD likes the STAR format. Situation, time, action, and resolution. There are many different departments inside TD, but for any sales positions, be prepared to answer about your sales process, how you communicate, and be specific

    Interview Questions
    • Prepare to answer specific questions about your sales process   View Answer
    Negotiation Details
    none
    Accepted Offer
    Positive Experience
    Difficult Interview

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