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TD Ameritrade
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79 reviews

TD Ameritrade Employer Reviews

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Good 6 month experience
Independent Contractor (Former Employee), Omaha, NEJuly 15, 2014
I only worked at TD Ameritrade as a contractor so its difficult to give a review.
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Good Company
Custody Ops Rep (Former Employee), Fort WorthJuly 14, 2014
Cons: committed to desk all day
• Process Electronic Transfers (DRS IN/DRS OUT)
• Process Certificate Scans
• Make Outbound Calls to Obtain Information and Required Forms
• Receive Inbound Calls from Clients, Investment Consultants, Representative and Branch Employees Regarding the Status of Clients’ Assets and Processes
• User of DTC (Depository Trust Company), ISIS, AOM, Telnet, – more... Bosweb, Consolidated Desktop
• Prepare 71 Reconciliation
• Pull AWT Report – less
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Loved working here
Customer Service Rep (Current Employee), Fort Worth, TXJune 11, 2014
Pros: fun activities, friendly competitions, free lunches
Cons: short breaks
I learned so much about stocks and the trading industry. Management is awesome and will do anything to help you become successful in the company
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Micromanage on Steroids
PCS Rep (Former Employee), Fort WorthJune 5, 2014
Pros: excelent benefits
Cons: micromanaging, managers are yes men. no one seems to get the big picture.
They micro manage everything. they try and weed out the higher paid employees and replace them with younger and cheaper. No loyalty here!
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XXXX
Investment Consultant (Current Employee), Northbrook, ILMay 29, 2014
• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Devise purchase liquidation plans that include taxation priorities and retirement timelines
• Explain and document for clients the – more... types of services that are to be provided, and the responsibilities to be taken
• Explain to individuals and groups the details of assistance available
• Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills – less
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micromanaging about the execs and shareholders not employees
Education Sales Rep (Former Employee), Draper, UTMay 28, 2014
Pros: benefits
Cons: work environment, work load, management
with so many acquisitions, it never felt like anybody cared about what the front lines were going through. targets continuously rose while more work load put on our plates. good pay great benefits horrible environment.
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Yes
Investment Consultant (Former Employee), Stamford, CTMay 20, 2014
Great place to work.

Learned from others, peers, and through great training.

Loved working with others.
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professional office dynamic team environment
Client Service Specialist (Current Employee), Providence, RIMay 19, 2014
Pros: professional office dynamic team environment
Cons: no free lunches
professional office dynamic team environment, great place to work
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A typical day at work
Client Services (Former Employee), Omaha, NEMay 18, 2014
Pros: coffee, free food, co-workers
Cons: lack of providing proper training, managers not following the appropriate protocal, manipulation, nepotism
Answering client complaints reaching out to multiple departments for answers and resolutions. Experienced harsh treatment from other employees while researching. Managers not providing answers directed us to use resource desk or were not available. Had goals set from the LEAN Department providing numbers to upper management whether we were good or bad – more... at the job given. – less
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TDA is a great place to work
Senior Fixed Income Trader (Current Employee), Jersey City, NJMay 11, 2014
I've thoroughly enjoyed my time working for TDA. Most everyone is professional, knowledgeable, and courteous.
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A good first-stop on your resume.
Investment Consultant (Former Employee), Santa Barbara, CAMay 9, 2014
Pros: opportunity to make $ for beginners
Cons: you can't build a business of your own.
For a salesperson, TD is fine as first stop on your resume. Their military-style management will keep you organized and productive (or give you the boot). You will not own your book and must sign a non-compete agreement upon hire. All seems reasonable and fair until you realize your value - should you be especially good at raising assets or increasing – more... the wallet share of the accounts your assigned, and dream of owning your book and earning residuals on accumulated assets under management. Your production is zeroed out and you start from scratch each and every quarter. Branch and regional managers are under enormous pressure to hit quarterly numbers and regional managers will review your production regularly as well; you must increase your goals every quarter, no coasting. Should you exceed expectations in a previous quarter, it won't factor in your current quarter regardless of the reason. I was a top or near-top producer for 8-consecutive quarters before the '07 banking crisis hit and my subsequent failure to attain higher production numbers while the market plummeted resulted in my layoff (forced resignation). This is a very competitive industry and the general health of the economy will factor large in your job security. Be mindful of the duplicity a job with TD Ameritrade or virtually any firm in the financial industry presents when considering your career objectives. Assertive, entrepreneurial, critical thinkers will eventually be squeezed out or go independent. If you can genuinely put their interest over that of yours and your clients your chances of surviving more than 2-years will increase dramatically. That's just the way it is. Why sugar coat it. Bottom line: if you can work within a structured environment that is, above all else, profit-centered, TD Ameritrade is a good choice. – less
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Stable Work Place
Senior Relationship Manager (Current Employee), SD,CAApril 29, 2014
This a good place to work, however it is on the lower end of the pay scale in the finance industry.
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Good company to work
New Client Consultant (Former Employee), Omaha, neMarch 29, 2014
Pros: pay and work environment
Cons: hard to promote and can be micromanaged or need to suck up to promote
Benefits are average and you can be micromanaged, but the company pays well and gives a nice office locations
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Incredible company that genuinely cares about it's employees
Sr. Manager, Payment Services (Current Employee), Omaha, NEMarch 2, 2014
TD Ameritrade has taken great strides to become a premier employer of choice. New Omaha facilities are fantastic. Benefit program and employee incentives are top notch. The people and culture make it a very desirable company.
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Challenging and positive work environment
Senior Business Analyst (Current Employee), Jersey City, NJFebruary 27, 2014
Work environment that challenges one to deliver a better product. Emphasis on design and creativity in a culture that fosters collaboration. Engaged senior management communicates effectively with associates.
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Fun place to work. Offers lots of training. Open-door policy. Managers are very respectful and friendly
Quote/Authorization Representative (Former Employee), Fort Worth, TXFebruary 2, 2014
Pros: lots of free gift cards, free coffee, free snacks
Cons: far away from the city but not a problem due to the work environment
Enthusiastic and progressive working environment. Competitive co-workers. Rewarding management.
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Awesome
Cost Basis Analyst (Temporary) (Former Employee), Omaha, NENovember 21, 2013
Pros: great atmosphere, free coffee, beautiful building
Cons: unexpected layoffs
Great place. Awesome co-workers, great place too work. Wish there would have been some heads up as to the layoff though.
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Investor Services Intern
Investor Services Intern (Former Employee), Bellevue, NENovember 18, 2013
I worked the two month investor services intern back in 2009. Good money and good hours for someone in college. Unfortunately, they didn't have part time regular jobs; they wanted to interview me after the internship for a regular job, but there is just no way I could work 40 hours and go to school full time. Everyone was friendly, mentors were great, – more... coffee was awesome! – less
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typical day at work
Corporate Audit Intern (Former Employee), Omaha, NENovember 14, 2013
typical day at work
•what you learned
•management
•your co-workers
•the hardest part of the job
•the most enjoyable part of the job
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Great place to work.
New Client Consultant (Former Employee), Omaha, NEOctober 31, 2013
good company with a culture that really is centered around employee satisfaction.

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About TD Ameritrade

If your stock makes a big move while you're stuck in traffic, don't worry -- TD Ameritrade lets you buy and sell even when you're – Read more