Interview with a TD Ameritrade Investment Consultant
What do you do for a living? 
I’m an investment consultant for TD Ameritrade.
How would you describe what you do?
I would say that my goal is to contact high net worth clients in regards to their investment strategies, and make sure that they’re doing everything they can as far as investment strategy goes to reach their financial goals. I basically analyze their situation, consult, and I’m not giving specific recommendations per se for stocks, bonds etc., I give them advice advice on channels that our company has available to them, and see if one of those advice channels might be fit their needs. I get them in touch with advisors who can make recommendations, or help them through our market watchers and our portfolio managers to build accounts or customize their portfolios to fit their needs.
What does your work entail?
Typically, I work eight to five Monday through Friday. The schedule is pretty flexible depending on the manager. And being a sales position, they don’t micromanage you too much, so you still kind of have that feeling like you are your own boss in a certain way. Continue Reading …





