TD Ameritrade Financial Representative Interview Questions | Glassdoor

TD Ameritrade Financial Representative Interview Questions

11 Interview Reviews

Experience

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Helpful (6)  

Financial Representative Interview

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

Application

The process took 8+ weeks. I interviewed at TD Ameritrade (Omaha, NE).

Interview

After submitting the application, I got an e-mail next day to set up the phone interview. The phone interview was very nice, pretty much talked about your previous job and why TD Ameritrade. Once you passed the phone interview then they set you up with F2F interview. F2F interview is based on STAR which it is all related with your previous experiences. Overall it was very pleasant experiences and people are super friendly!

Interview Questions

Other Interview Reviews for TD Ameritrade

  1.  

    Financial Representative Interview

    Anonymous Interview Candidate in Omaha, NE
    Declined Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took 1 day. I interviewed at TD Ameritrade (Omaha, NE) in October 2015.

    Interview

    After I submitted my interview I waited 1 week to set up a phone interview. The phone interview was easy, and took about 15 minutes. They asked a few questions nothing to difficult and I was asked to take two assessments to learn more about myself. Once those were completed I could continue, I did pass them since I made it to the face to face interview a week later. The final interview was scheduled 60 minutes with two interviewees. They will ask you behavior questions and will write down your responses on a grading sheet.

    Interview Questions

    • Behavioral questions or 5 start questions will be asked.   Answer Question

    Reasons for Declining

    I wasn't impressed with the detailed job description during the face to face interview. It seemed like they were more concerned with higher turnover sales than company values. There wasn't much enthusiasm in the interviewers when we sat down to talk and long term didn't seem like I would stay long anyways.


  2.  

    Financial Representative Interview

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

    Application

    I applied online. The process took 2+ months. I interviewed at TD Ameritrade (Omaha, NE) in February 2015.

    Interview

    Initial phone interview followed by a face to face. I applied online various times finally got a call back after receiving licensing from another firm. This was a leg up but seems they really just want to check your desire and interest levels and phone tolerance.

    Interview Questions

    • Uses STAR format. Be prepared to answer questions this was so as to score well.   1 Answer

    TD Ameritrade Response

    Aug 17, 2016 – Talent Acquisition Representative

    Glad to hear that you joined the TDA team! Thank you for the feedback on the interview process.

  3.  

    Financial Representative Interview

    Anonymous Interview Candidate
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied through an employee referral. I interviewed at TD Ameritrade in January 2015.

    Interview

    A brief interview with a recruiter went well. He asked a few questions and wanted STAR format answers.

    I interviewed for one start date but got pushed but to another much later date due to an internal error after waiting months already. I've interviewed at several other financial firms and TD by far has the slowest process to get people on board.

    Interview Questions

    • basic star format questions about how you handled past situations   Answer Question

  4.  

    Financial Representative Interview

    Anonymous Employee in Wichita, KS
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 5 days. I interviewed at TD Ameritrade (Wichita, KS) in December 2014.

    Interview

    I lived in another state so my interview was over the phone. The process was easy. I applied they called for the preliminary part, then you move to an interview usually with a couple of managers and one of them will hire you. Sometimes you have to do two interviews.

    Interview Questions

    • Do you have a brokerage account?   1 Answer

  5.  

    Financial Representative Interview

    Anonymous Interview Candidate in Fort Worth, TX
    No Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 2 days. I interviewed at TD Ameritrade (Fort Worth, TX) in May 2012.

    Interview

    The Interview started with a an hour long phone interview. I was then called in the next week for a one on one interview that was scheduled at 9pm at night. I had previously worked with the company as a temp, and exceeded goals, with great job performance. I was not offered a job.

    Interview Questions

    • Describe a time when you had to deal with a difficult customer and how did you handle the situation?   1 Answer

  6. Helpful (3)  

    Financial Representative Interview

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

    Application

    The process took 6 days. I interviewed at TD Ameritrade (Fort Worth, TX) in August 2011.

    Interview

    I was Contacted on a tuesday by phone to set up a phone interview. On thursday I had a phone interview, they asked standard behavioral questions. Friday I was emailed 3 assesments, and then i set up a panel interview with them the next monday. You meet with two managers who ask you seven "tell me about a time when.." and "what did you do" type questions. I was contacted on wednesday with an offer, which I accepted.

    Interview Questions

    • Tell me about a time when you went out of the way to provide good customer service.   Answer Question

  7.  

    Financial Representative Interview

    Anonymous Employee in Dallas, TX
    Accepted Offer
    Neutral Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2 weeks. I interviewed at TD Ameritrade (Dallas, TX) in June 2009.

    Interview

    One phone interview and two in person meetings.

    Interview Questions

    Negotiation

    Needed a job and accepted right away

  8.  

    Financial Representative Interview

    Anonymous Employee in Fort Worth, TX
    Accepted Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at TD Ameritrade (Fort Worth, TX) in March 2009.

    Interview

    Star interview questions

    Interview Questions

    Negotiation

    N/a


  9. Helpful (3)  

    Financial Representative Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took a week. I interviewed at TD Ameritrade.

    Interview

    Hiring process consists of a short phone interview, 2 assessments (personality, and basic mathematical skills), and an in person interview with 2 managers. Questions are very basic behavioral type questions. Easy to get along with the managers. There is not a drug test

    Interview Questions

    • None of them were technically difficult, all pretty much fluff questions, search behavior questions online and you will be fine   Answer Question

    Negotiation

    No Negotiation available- but you get to choose your shift, each shift pays differently


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