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TD Ameritrade
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89 reviews

TD Ameritrade Employee Reviews

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Productive and laid back enviroment
Settlements, Fails Analyst (Current Employee), Fort Worth, TXNovember 2, 2014
I really enjoy working at TD Ameritrade. The benefits are good and they care about their employees and reward them well. I just wish they offered part-time positions.
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n/a
Client Services Associate (Former Employee), TexasOctober 10, 2014
A good company to work for. The training was really good and I learned a lot about investing.
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Great company that provides extensive training and support
Business Development Specialist (Former Employee), Fort Lauderdale, FLSeptember 17, 2014
Pros: the back office support
Cons: if you dont hit your targets
A lot of client contact via the telephone. Mainly a phone sales job. High volume of out bound calls are required in order to meet the company sales goal targets. Prospects are provided. Some client interaction in person if appointments are made. Great training in sales techniques and a great back office team that are specialists. The branch is nicely – more... set up and technology is very good. – less
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Very good employer
ASSOCIATE SUPPORT ANALYST (Current Employee), Fort Worth, TXSeptember 16, 2014
My current employer has been excellent but I am ready to grow in my career and do not wish to relocate out of state.
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Employee friendly workplace
Financial Representative Trainee (Former Employee), Fort Worth, TXAugust 17, 2014
Lots of opportunities and TD has their employees in mind in the structure of the business.
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GOOD
CLIENT SERVICES REP (Former Employee), Fort Worth TxJuly 22, 2014
TD Ameritrade is a good opportunity for someone looking to get their feet wet in the financial industry. However, you may find the work environment not worth staying the long haul with. Compensation is good on the entry level but slow going forward. The hours are good and the shifts are acceptable. The décor in the call centers are nice, fun and semi – more... relaxing but could stand to be upgraded more often. This is a HIGHLY competitive environment and co-workers can often be cut-throat. Out sourcing job positions also is a factor to consider. – less
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Was REALLY GREAT until last pay plan change
BROKER/INVESTMENT CONSULTANT (Former Employee), Fort Worth,TXJuly 21, 2014
Was a great place to stay with the generous benefits and relaxed environment. Until they changed CEO's and then the pay plans started decreasing every year and benefits never really increased. Just stayed the same.
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Was REALLY GREAT until last pay plan change
INVESTMENT CONSULTANT (Former Employee), Dallas, TXJuly 21, 2014
Pros: great benefits
Cons: lower than average pay for the industry
TD Ameritrade was a great place to work for a long period of time. I was an Investment Consultant and my main job was to develop relationships and consolidate assets while selling advice.

October 2013 when they rolled out the new bonus compensation they made dramatic pay cuts all across the grid. This essentially cut the pay of all IC's. My pay was – more... estimated to be reduced by more than 20%. – less
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Interesting duties required.
Telephony Engineer (Former Employee), Omaha, NEJuly 19, 2014
Pros: technology
Cons: management
I was hired to design and implement but was instead used as an operational maintenance support personnel.
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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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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