Pros: once a month would receive lunch from independent wealth management firms
Cons: no direction ever given by management, never took the time to properly train me, 3 different managers in a 1 year period
TD Ameritrade required a lot of doing work yourself. A typical day would have you reaching out to as many people as you could talk to a day, all outbound calling to clients and trying to sell them managed products, called Amerivest. The hardest part of the job was you weren't able to make any recommendations, they wanted you to guide the client to that decision and make them believe that they chose it themselves. They didn't want their Investment Consultants to make solicited recommendations. The management was more concerned with numbers being brought in, and not helping to further train the Investment Consultant.