At TD Ameritrade, the health and safety of our employees and candidates is our highest priority, and we have recently transitioned the majority of our employees to working from home. While we are still actively recruiting, due to the current situation related to the Coronavirus (COVID-19), we have made some critical changes to our recruiting process that eliminates the need for any face to face contact. As your application progresses, you can expect interviews to be conducted either on the phone or via video conference. Our Talent Acquisition Partners will guide you throughout the interview process and will be on hand to answer any questions you might have.
A diverse network built on a shared culture
What separates our branch network from the others? That’s easy—our culture. Here you’ll be able to leverage your financial services background, experience, education, and certification to help clients plan for future financial success through goal planning, education, TD Ameritrade Investment Management Services, and wealth management portfolios.
When you join our branch network, you’re joining a team of financial consulting pros who are committed to helping each other succeed, as well as their clients. You’ll be part of a place where collaboration, coaching, and best practice sharing is the norm. And where a healthy work life balance is encouraged, and high performance is rewarded.
How the branches live our values
Hear from one of our Branch Managers about delivering an exceptional client experience.
Creating career opportunities within our branches
As one of our employees you’ll get the tools you need to direct your career, your way. Through our innovative training and professional development programs, you’ll get mentoring opportunities, a library of educational resources, and the latest in technology—all designed to help empower team members at every level to evolve, advance, and achieve. You’ll also have access to tools and guidance to help clearly outline your professional goals and routinely assess their progress. It’s all about making sure you’re consistently moving toward a growing career that aligns with your personal aspirations.
Career opportunities in the Branch Network
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Client Service Specialist
1-2 years customer service experience
Series 7, 63/65 or 66 beneficial but not required
4 year college degree preferred
Financial Consultant
1-2 yeras investment based consulting experience
Series 7 required, Series 66 (or requivalent) preferred (must pass within 60 days)
4 year college degree preferred
Senior Financial Consultant
3-5 years investment based consulting experience
Series 7 and 66 (or equivalent) required
4 year college degree preferred
Private Client Investment Consultant
5-8 years advisory, client management and financial planning experience for high net worth clients
Series 7 and 66(or equivalent) required
CFP preferred
Branch Manager
5+ years industry experience
3-5 years financial consulting experience
Series 7, 66 and 24 required
4 year college degree required
Senior manager Divisonal Sales
5+ years industry experience
10+ years' experience leading investment based consulting teams
40% travel
Series 7, 66 and 24 required
4 year college degree required
Regional Branch Director
10+ years industry experience
5+ years of successful sales management experience and proven track record in growing the business
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TD Ameritrade and Charles Schwab are now part of one company with a shared vision. Harnessing our combined strength, we are building a firm with an entrepreneurial spirit and the resources of a large financial services institution committed to serving investors of all sizes.
Together, we will have:
Greater scale, which enables us to serve a broad range of clients at lower costs
World-class services and solutions backed by our commitment to provide secure and stable systems
The industry’s most talented team, all united by an unwavering commitment to clients and a shared heritage of innovation
We expect the integration to take between 18-36 months. Until then, TD Ameritrade and Schwab will continue to operate as two separate broker-dealers and custodians.
Both TD Ameritrade and Schwab have been consistently recognized as best places to work. The combined company will carry on this heritage, offering opportunities for you to build and grow a meaningful career.