TD Ameritrade Reviews

Updated July 3, 2015
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399 Employee Reviews

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  1. Helpful (2)

    Bilingual Chinese/English Financial Rep Trainee

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - English Financial Representative Trainee in Dallas, TX
    Former Employee - English Financial Representative Trainee in Dallas, TX

    I worked at TD Ameritrade (Less than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    everything is good, people are nice, and free work style

    Cons

    maybe the break time is not enough, only 30 mins to lunch


  2. TD Ameritrade Review

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Product Support Specialist
    Former Employee - Product Support Specialist

    I worked at TD Ameritrade

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    -Great management and people
    -Structured processes
    -Opportunity for growth

    Cons

    -Low pay
    -Over exerted
    That's about it.


  3. Investment Consultant

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Investment Consultant
    Current Employee - Investment Consultant

    I have been working at TD Ameritrade full-time (More than 5 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Great work life balance. Compensation for high performers is good. Endless stream of clients to call, build relationships with and cultivate business. Strong upper management and leadership. Enough products to satisfy majority of client needs. Constant change and evolution to keep up with changing industry landscape. Highly skilled and talented sales force.

    Cons

    Miserable place for non-performers, complainers, and complacent sales people. Technology needs to be more stable and better reporting for clients. You must be able to maintain high level of activity and be open to constantly improving your skills or you will be micro-managed. Goals move higher every year and can be overwhelming for sales people who think they are owed something for the work they've done in the past and are unwilling to up their game.

    Advice to Management

    Train and give us the ability to truly be an advisor to the clients. Position the IC role and advice solutions more in marketing. Mandate more sales training and mentorship to help middle level ICs improve their skills. Create more options for IC career path.


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  5. No Paid Sick days for Employees/Children, No Annual Childcare Discounts

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Dallas, TX
    Current Employee - Anonymous Employee in Dallas, TX

    I have been working at TD Ameritrade (More than 10 years)

    Doesn't Recommend
    Positive Outlook
    No opinion of CEO
    Doesn't Recommend
    Positive Outlook
    No opinion of CEO

    Pros

    Licenses, Experience, People; If you do not have children and never get sick you can actually use your vacation days!

    Cons

    No Sick Days, No Childcare Discount, No Help For Childcare During Inclement Weather; Director disconnect in how policies affect employees

    Advice to Management

    If People Matter is a core value, then providing childcare discounts and sick days should be part of your compensation package. When daycares are closed due to inclement weather, schools are closed due to inclement weather. Any paid time off you have to save for snowstorms, or if you or your children get sick. No help from TD Ameritrade. I need to look for an employer with real childcare benefits if I ever want to take a vacation or save more money. HUGE dissatisfier. Firm used to offer 10% discount for childcare and retention bonuses. Now you can leave your children at a random daycare for up to 10 days at a discounted rate-- and thats it no other childcare discounts. Ten maximum days, good luck with that!! The longer I've been here the less monetary compensation in total benefits I've received. Daycare is a large expense, better has ended...

    TD Ameritrade Response

    Jun 1, 2015Manager, Talent Acquisition Strategy

    At TD Ameritrade we work hard to create an environment that provides as much flexibility as possible for our employees. While we do not have dedicated “sick” time, we do have a paid-time-off (“PTO ... More


  6. Lack of support

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Investment Consultant in Margate, FL
    Former Employee - Investment Consultant in Margate, FL

    I worked at TD Ameritrade full-time (More than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Nice company to work for . The benefits and pay are pretty good, even if most of your bonus is in company stock.

    Cons

    Lack of support for investment consultants. You have goals to make and selling managed money is easy but there is not enough support personal.

    Advice to Management

    Hire more support personal, amerivesr is a good program but more people answering the phone helps. Also add insurance products!


  7. Senior Account Manager

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Senior Account Manager in Fort Worth, TX
    Former Employee - Senior Account Manager in Fort Worth, TX

    I worked at TD Ameritrade full-time (More than 5 years)

    Recommends
    Positive Outlook
    No opinion of CEO
    Recommends
    Positive Outlook
    No opinion of CEO

    Pros

    There is prestige in the title and position that differentiate from the standard Financial Services Representative. You work very closely with TD Ameritrade's highest value retail clients that have more than $1 million with the firm and form relationships with many consistent callers. You are able to call clients back instead of taking inbound calls only. You have more flexibility to work with operations to make sure your client's needs are met in a timely manner. The pay increase is substantial from the standard Financial Services Rep position.

    Cons

    The stress can be extreme because although the expectation is there to assist the highest value clients the statistical incentive is not. There is no built in time from workforce management to help these higher value clients beyond what a regular financial services rep receives that is dealing with lower value clients. You are taking on a higher work load and more accountability but the position itself seems to still be in the experimental mode with management as the expectations are constantly changing.

    Advice to Management

    My suggestion is to create statistics and schedules for your senior account managers more in line with the service that you want your elite clients to receive.


  8. I loved working there for years, but they decided to increase targets too high and micromanage to the nth degree.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Branch Investment Consultant in Houston, TX
    Former Employee - Branch Investment Consultant in Houston, TX

    I worked at TD Ameritrade full-time (More than 8 years)

    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    Pros

    Great company, great clients, good pay, great tools, great service. Over all was a great place to work. Learned a lot over the years and enjoyed my co-workers.

    Cons

    MICROMANAGEMENT!!! Higher goals every year with less pay, no clear career path to better positions. New management is more interested in paying them self's more and taking from the employees that make the firm successful. Very sad that they lost their way. Many good and loyal employees left due to their greed. Shame on them!!

    Advice to Management

    Get a clue!!! You are where you are now, because of great employee that built the company over many years and you just pushed them aside. You will see less and less business coming your way, clients will get tired of the endless harassment. Balance is the key to long term success and capital appreciation. Not squeezing the life out of your most important asset, the employees!!! Duhhhh!!


  9. compensation consulting

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at TD Ameritrade full-time

    Pros

    culture, innovator, compensation, flat organization, work life balance

    Cons

    not many I can think of


  10. TDA is a great place to start out in the financial industry as the people, culture, and values are fantastic.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at TD Ameritrade full-time

    Recommends
    Positive Outlook
    Recommends
    Positive Outlook

    Pros

    The culture and values are fantastic. Very much a performance based culture.

    Cons

    Compensation is good but not industry high.


  11. Helpful (1)

    Investment Consultant

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at TD Ameritrade full-time (More than 3 years)

    Doesn't Recommend
    Neutral Outlook
    Doesn't Recommend
    Neutral Outlook

    Pros

    provide clients already with TDA, you just need to find the needle in the haystack everyday.

    Cons

    work like a dog to hit the goals and it increases 20 -30% a yr. the job have a life span of 3 to 5 yrs max until you are toasted. Also, they try to create obstacles so you do not get pay fully.

    Advice to Management

    None- They are going to do what best for them not the Reps. Just make as much as you can and build your resume and get out !



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