Decent salary provides some security. Good place to sharpen sales skills and gain investment knowledge. Seem to have clients best interest in mind and strive to provide positive experience.
Cons
Daily huddles to discuss previous days activities is emotionally taxing. Led by branch manager and being recorded so they feel more like an act than constructive. Scrutiny of sales is over the top by the Incentive Sales Review Monitoring group, whose purpose is to find ways to withhold compensation. Continuous turnover due to the extreme micromanagement and increasing sales targets while payouts remain constant or drop. Inability to provide solutions to clients other than proprietary managed accounts or outside money managers.
None that I can think of other than it being a call center type job so it can get repetitive from time to time but they do a good job of trying to mix it up for you
TD Ameritrade
TD Ameritrade
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Employee Review
Sr Financial Consultant
Jun 4, 2017 - Financial Consultant in Omaha, NEPros
Decent salary provides some security. Good place to sharpen sales skills and gain investment knowledge. Seem to have clients best interest in mind and strive to provide positive experience.
Cons
Daily huddles to discuss previous days activities is emotionally taxing. Led by branch manager and being recorded so they feel more like an act than constructive. Scrutiny of sales is over the top by the Incentive Sales Review Monitoring group, whose purpose is to find ways to withhold compensation. Continuous turnover due to the extreme micromanagement and increasing sales targets while payouts remain constant or drop. Inability to provide solutions to clients other than proprietary managed accounts or outside money managers.
Other Employee Reviews
Great opportunity
Aug 12, 2022 - Trade SpecialistPros
Very great place to work all around love it!
Cons
None that I can think of other than it being a call center type job so it can get repetitive from time to time but they do a good job of trying to mix it up for you
Too Bad Charles Schwab Bought Them
Aug 9, 2022 - Director, Workplace Strategy in Nashville, TNPros
Culture Teamwork Trusting Benefits Bonus Structure
Cons
Lack of Advancement Chaotic Decision-Making Workforce sense of entitlement Legacy Operations
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