Apr 12, 2022 - Retail Trading Specialistin Chicago, IL
Recommend
CEO Approval
Business Outlook
Pros
Was there 2 years. It really is a great company to work for. The Chicago office did feel like a family, everyone was always willing to help the best they could (pre-pandemic). Remotely it was just as good. They offer bonuses and incentives sometimes when it comes to working overtime. They pay for your licensing and offer you resources to learn so much but you have to use them otherwise you may not learn as much as you can and they set time for you to do so, which is rare for companies to do. Learn to place trades, learn options, learn the thinkorswim platform. It is possible to move up but it will take time. Prestigious name, it feels good to say you work at TD. Great managers. Great work life balance, you have set hours and you're not forced to work more than the 40hrs you need to. *hours may not be the best when starting out, but you'll get chances to better hours.
Cons
The only reason why I left is because it is call after call after call. It gets tiring especially after years of customer service. Also sometimes you feel like the middle man because you have to reach out to other teams to get an answer and clients get frustrated. Especially when opening accounts, they should just answer those calls. TD seemed more fun and flexible before the merge with Schwab so that's a con. A lot of turnover as well. Pay is higher at other places (but it's great if you don't have experience in finance, they give you a chance).
pay bumps, many avenues to move up in, excellent training, quarterly team outings, and lisencing paid for
Cons
customer service can be taxing mentally, lots of learning on the job, only 2 15min breaks (paid) and 30min lunch (not paid), sometimes hard to get definite answers
TD Ameritrade
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Apr 12, 2022 - Retail Trading Specialist in Chicago, ILPros
Was there 2 years. It really is a great company to work for. The Chicago office did feel like a family, everyone was always willing to help the best they could (pre-pandemic). Remotely it was just as good. They offer bonuses and incentives sometimes when it comes to working overtime. They pay for your licensing and offer you resources to learn so much but you have to use them otherwise you may not learn as much as you can and they set time for you to do so, which is rare for companies to do. Learn to place trades, learn options, learn the thinkorswim platform. It is possible to move up but it will take time. Prestigious name, it feels good to say you work at TD. Great managers. Great work life balance, you have set hours and you're not forced to work more than the 40hrs you need to. *hours may not be the best when starting out, but you'll get chances to better hours.
Cons
The only reason why I left is because it is call after call after call. It gets tiring especially after years of customer service. Also sometimes you feel like the middle man because you have to reach out to other teams to get an answer and clients get frustrated. Especially when opening accounts, they should just answer those calls. TD seemed more fun and flexible before the merge with Schwab so that's a con. A lot of turnover as well. Pay is higher at other places (but it's great if you don't have experience in finance, they give you a chance).
Other Employee Reviews
Excellent start to a career on finance and stock market
Jun 25, 2022 - Financial Services RepresentativePros
pay bumps, many avenues to move up in, excellent training, quarterly team outings, and lisencing paid for
Cons
customer service can be taxing mentally, lots of learning on the job, only 2 15min breaks (paid) and 30min lunch (not paid), sometimes hard to get definite answers
Decent place to work
Jun 23, 2022 - Financial Services Representative in Omaha, NEPros
Learned a lot there. They will train you and pay for you to get your licenses.
Cons
If you don’t pass your tests you will get fired
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