TD Ameritrade Interview Questions & Reviews
Getting an Interview
- Popular Job Titles:
- Investment Consultant (18)
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Customer Service Specialist Interview (Neutral Experience; Average Interview)
I applied online and the process took 2 weeks - interviewed at TD Ameritrade.
Interview Details Applied online. Had a short phone interview. I had to do an online simulation and a personality test. I got a call 3 days later to arrange an face to face interview.
Interview Question – How the inflation would impact the financial markets. Answer Question
Financial Consultant Interview (Negative Experience; Difficult Interview)
I applied through a recruiter and the process took 2 months - interviewed at TD Ameritrade in July 2014.
Interview Details Attended open house. Applied for open position. Received initial phone interview from company recruiter. Successfully completed 2 online assessments. Held phone interview with 2 branch managers (even though I could have easily attended a personal interview with the Chicago branch manager since I work just blocks away).
Interview Question – Have you ever made that much money before? I was asked this when I answered the initial question of "How much money do you need to make in a year?" and my answer was more than $100K. View Answer
Investment Consultant Interview (Positive Experience; Difficult Interview)
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
Intern Interview (Neutral Experience; Average Interview)
I applied through college or university - interviewed at TD Ameritrade in February 2013.
Interview Details on-site interview with three officers. one by one. half hour for each. the first two people are professions, ask more about the projects on resume and how you familiar with some stat software, like SAS. the last one is HR, ask general questions. Like what is your plan in future, in one year and in five years.
Interview Question – the previous working experience, stat software Answer Question
Senior Relationship Manager Interview (Positive Experience; Average Interview)
I applied online and the process took 5 days - interviewed at TD Ameritrade in April 2010.
Interview Details Initially applied online, then proceeded with a 20 minute phone interview. From there, met with hiring manager then the Human Resources Manager. Next day was offered the position
Interview Question – What is one weakness you are trying to overcome? Answer Question
Negotiation Details – Yes, I was able to negotiate. My prior experience indicated I would be able to ask for a higher pay grade.
Investment Consultant Interview (Positive Experience; Average Interview)
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...
Intern Interview (Neutral Experience; Average Interview)
I applied online - interviewed at TD Ameritrade in April 2013.
Interview Details After submitting a resume online, a lady called me and explained they were interested in getting to know more about me. She set up a time later in the week for the first interview, which was held over the phone. During the phone interview, she asked the basic questions like if you were in this situation you would do what types of questions. Then she asked my availability to make sure I would be able to work the hours they needed (20 hours/week). A few days later she called and said the first one went well so they wanted me to come in for a interview with the hiring manager. The second interview was a little intimidating since it was my first real interview. The hiring manager and another guy kept writing down notes and seemed to be unimpressed with anything I said. However, when we were done with the questions and we started talking we seemed to break the ice and lighten up a bit. When I left I didn't think I had done well enough to get the internship, but a few weeks later the lady who had interviewed me over the phone called to tell me I got the internship! The lady was always very friendly, however the two guys in the interview were rigid and not very approachable. They made it kind of uncomfortable, but I guess that's how an interview is going to be.
Interview Question – What are the core values of our company? View Answer
Marketing Coordinator Interview (Neutral Experience; Average Interview)
I applied in-person and the process took 2+ weeks - interviewed at TD Ameritrade in December 2013.
Interview Details The recruiter called me first and then the hr contacted me twice to schedule the same interview.
Interview Question – The retail side of the business uses the STAR method-situation, task, action, result. The marketing department does not use this method. They are more like a conversation. They do not really ask questions. Answer Question
Investment Consultant Interview (Neutral Experience; Average Interview)
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
Interviews for Top Jobs at TD Ameritrade