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TD Ameritrade Investment Consultant Interview Questions & Reviews

Updated Jul 11, 2014
All Interviews Received Offers

Getting an Interview  

43%
21%
19%

Interview Experience  

37%
56%
6%

Interview Difficulty  

Average Difficulty
18 candidate interviews Back to all interview questions
Relevance Date Difficulty
in

Accepted Offer

Positive Experience

Difficult Interview

Investment Consultant Interview

Investment Consultant
Fort Worth, TX

I applied through an employee referral and the process took 2 weeks - interviewed 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 Question – Prepare to answer specific questions about your sales process   View Answer

Negotiation Details – none


Accepted Offer

Positive Experience

Average Interview

Investment Consultant Interview

Investment Consultant

I applied online and the process took 8 months - interviewed at TD Ameritrade.

Interview Details – Apply online, receive info on taking a personality test if you qualify, if they like your results you will get a short phone interview, then an in person interview.

Interview Question – All basic   Answer Question

Negotiation Details – No matter what, you will be underpaid...


1 person found this helpful

No Offer

Neutral Experience

Average Interview

Investment Consultant Interview

Investment Consultant

I applied online and the process took 3 weeks - interviewed at TD Ameritrade in November 2013.

Interview Details – Initial phone interview with HR manager was followed by a questionnaire to measure your sales aptitude and a phone interview with the hiring manager (Branch Manager). Nearly all the questions were about my background, skills, and experience. Was also asked several times to describe why I was interested in working at this firm and also what attracted me to the role. I was told the role consists of approximately 70% sales and 30% relationship management. It was made very clear that this role does not include any portfolio management responsibilities. The 3rd round interview is with a Branch Manager from a different office and included a 10-minute role play where I was the Investment Consultant and the Branch Manager was acting as an uninterested client that I had to persuade to become interested in the firm's products. There were lots of objections that the candidate is asked to try to overcome.

Interview Question – The most difficult question dealt with the role play in the 3rd round interview. The Branch Manager, who was acting as the client, was a very difficult customer who had absolutely no interest in learning more about ways the Investment Consultant could introduce additional products and services to the client. He gave many one word answers and was not interested in giving the Investment Consultant any room to expand the conversation.   Answer Question


Declined Offer

Positive Experience

Average Interview

Investment Consultant Interview

Investment Consultant
Fort Worth, TX

I applied through a recruiter and the process took 2 weeks - interviewed at TD Ameritrade in June 2013.

Interview Details – One interview with recruiter and two other with managers. Also took a personality assessment. Young staff of energetic managers and co-workers.

Interview Question – Tell me about your greatest sense of accomplishment.   Answer Question

Reason for Declining – Grass is not always greener. I like my job, work hard but also feel appreciated at TDA!


Accepted Offer

Neutral Experience

Very Easy Interview

Investment Consultant Interview

Investment Consultant
Los Angeles, CA

I applied in-person and the process took 2 weeks - interviewed at TD Ameritrade in July 2012.

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

Interview Question – Tell me about the current stock market   Answer Question

Negotiation Details – non negotiable


Accepted Offer

Neutral Experience

Investment Consultant Interview

Investment Consultant
New Haven, CT

I applied through an employee referral and the process took 4+ weeks - interviewed at TD Ameritrade.

Interview Details – Met with branch manager, then regional manger. Needed to sell myself just like any other interview. Provided them with a rundown of resume and reasons for leaving current position and why I was interested in the role at TD.

Interview Question – why do you want to do this job?   View Answer

Negotiation Details – straight up base, no negotiation on base and bonus structure. 55k was highest base at the time and bonus changed every year from national


Declined Offer

Neutral Experience

Easy Interview

Investment Consultant Interview

Investment Consultant

I applied online and the process took 2 weeks - interviewed at TD Ameritrade in April 2013.

Interview Details – Met with Branch Manager for about 1.5 hours. Came back and met with two Investment Consultants for like 30 minutes then talked to the Branch Manager for another 15-20 minutes. Offer received within 2 weeks.

Interview Question – Role Play - How would you sell to a client looking for information   Answer Question

Reason for Declining – Was not a fan of how pushy they were for me to accept their offer.


No Offer

Negative Experience

Easy Interview

Investment Consultant Interview

Investment Consultant
Kansas City, KS

I applied through other source and the process took 3 months - interviewed 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 Question – Improper focus of questions that were irrelevant to job function   View Answer


Accepted Offer

Neutral Experience

Very Easy Interview

Investment Consultant Interview

Investment Consultant

I applied through a recruiter and the process took 4+ weeks - interviewed at TD Ameritrade.

Interview Details – Hiring manager was not very interested in my background, just wanted to know if I could make lots of calls to existing TD clients everyday. Told me it was easy gig and I could leave at 2pm if I hit my goals. This turned out to be untrue. Also, had phone interviews with Regional Mgr., who talked most if the time and told me how easy it was to make $100k. Also, turned out to be untrue.

Interview Question – No real direct questions asked. Really.   Answer Question

Negotiation Details – None


Accepted Offer

Neutral Experience

Easy Interview

Investment Consultant Interview

Investment Consultant
Stamford, CT

The process took 3 weeks - interviewed at TD Ameritrade in March 2011.

Interview Details – got a call from recruiter and discussed position. met with branch manager and then regional manager. accepted offer after 2nd interview

Interview Questions

Negotiation Details – The base salary only goes to $55k, take it, and if not offered that much insist you get paid this amount. The bonus structure is limited and changes on an annual basis

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