Charles Schwab Interview Questions & Reviews

Updated Aug 13, 2014
Updated Aug 13, 2014
126 interviews

Interview Experience

Interview Experience

83%
14%
1%

Getting an Interview

Getting an Interview

55%
13%
12%

Interview Difficulty

2.9
Average

Interview Difficulty

Hard

Average

Easy

126 Candidate Interview Reviews Back to all interviews

Sort: Popular Date Difficulty
  1.  

    Associate Financial Services Professional Interview

    Anonymous Interview Candidate  in  Austin, TX
    Anonymous Interview Candidate in Austin, TX
    Application Details

    I interviewed online. The process took 3 months - interviewed at Charles Schwab.

    Interview Details

    Applied online, did an online questionnaire, an initial phone screening lasting about 15 minutes, and then an hour long phone interview after which I was asked to take the sifma assessment. I passed the exam which consisted of logic questions and some simple math questions. You are allowed a calculator and scratch paper for the exam. I was then called in to a face to face interview with 2 managers. This lasted about an hour and a half. I was contacted by my recruiter about 2 hours later about completing authorization forms for background and credit check. This has been a long process but waiting to hear back on the checks was the hardest part (three weeks). I received an email today saying they are ready to make an offer.

    Interview Questions
    • The interview questions were typical Star style questions and not that difficult if you follow the format. I had the hardest time with the logic test because you are not allowed to revisit a question once it is answered.   Answer Question
    Accepted Offer
    Positive Experience
    Difficult Interview
  2.  

    Registered Representative I Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed through an employee referral. The process took 1 week - interviewed at Charles Schwab in July 2011.

    Interview Details

    The hiring process is pretty standard. There are two phone interviews and an in person interview. If you apply to be in the broker trainee program you will also complete a math test. It is mostly behavioral questions.

    Interview Questions
    Negotiation Details
    No negotiation
    Accepted Offer
    Positive Experience
    Average Interview
  3.  

    Registered Representative Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed online - interviewed at Charles Schwab in March 2010.

    Interview Details

    First it was phone call and phone interview, and then call in for face to face interview with many manager, and finally back ground check and offer. First it was phone all and phone interview, and the call in for face to face interview withmany manager, and finally backgound check and offer.

    Interview Questions
    Accepted Offer
    Easy Interview
  4. We want your feedback – Is this interview information helpful to you?  Yes | No
  5.  

    Research Analyst Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    I transferred internally. First time I was hired, I had a mini exam during the interview (as in: paper & multiple choice questions). So if you're applying for technical job, make sure you brush up on your skills.

    Interview Questions
    Accepted Offer
  6.  

    V P Financial Consultant Interview

    Anonymous Interview Candidate  in  Dallas, TX
    Anonymous Interview Candidate in Dallas, TX
    Application Details

    I interviewed online - interviewed at Charles Schwab.

    Interview Details

    Applied online and had follow up conversation and interview with Regional HR person. Next did online application with more detail, spoke again with HR over telephone. Next had telephone conversation with local Branch Manager. Then had face to face interview with local Branch Manager. Then had face to face interview with 2nd local Branch Manager. Then received offer via e-mail from Regional HR.

    Interview Questions
    • Most questions revolved around sales skills and prospecting techniques I used. Additional questions about my willingness to work at night and conducting after hour seminars.   View Answer
    Negotiation Details
    Their salary is very structured so not much room to negotiate.
    Accepted Offer
    Positive Experience
    Average Interview
  7.  

    Financial Services Professional Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed online. The process took 4 months - interviewed at Charles Schwab.

    Interview Details

    I applied for this position in April and it is now July of the same year. I have had 3 interviews, a computer based test, and am now awaiting the results of a background check. The process is long! But everyone I have dealt with has been great! You first start out with one person who does a 3-5 phone interview and asks you fairly basic questions. If they like you they will set you up for a real phone interview at the end. My second interview was with a new person and I spoke to her for about an hour. All I can say is follow what they tell you to a T. They send you an email to prepare you for each and every step. Also, be very specific about your past experiences. After this interview, you will either have a phone interview with two of your hopefully future managers. This again lasts an hour and you go over a lot of the same stuff from the second interview but in more detail. I found it good to use funny stories for any questions asking about negative experiences from past jobs. They ask quite a bit of those. I was able to answer the question but also show them that negative experiences in the work place don't really get to me. Even got them to laugh quite a bit and started a conversation. By the end they loved me. My talent advisor contacted me by email within the day to let me know everything went great. They then sent me to a branch office to take the SIFMA assessment which was weird. I have a 4 year finance degree so the math portion was easy. However, the logic questions were hit or miss. Anyway, my talent advisor called me the same day and said everything went great. She then emailed me a link to submit my background check information online to which i completed. Now Im just waiting on that to return. Everything has taken a long time but has also gone very smoothly.

    Interview Questions
    • Tell us about a situation in the work place where you did something that you expected not to work but ended up working out?   Answer Question
    Accepted Offer
    Positive Experience
    Difficult Interview
  8.  

    Remote Desktop Specliast Interview

    Anonymous Interview Candidate  in  Austin, TX
    Anonymous Interview Candidate in Austin, TX
    Application Details

    I interviewed through a staffing agency. The process took 1 week - interviewed at Charles Schwab in July 2013.

    Interview Details

    Interviewers rotate frequently and are often with same level techs. Expect generic questions like "Name a time when you were under pressure and describe how you resolved it." You will be asked about your technical background but nothing specific.

    Interview Questions
    • Learn what the software in the job description is. For example: Remedy, Marimba, RDP, VDI, etc.   View Answer
    Negotiation Details
    Contracting company takes about $10/hr of your pay as a fee. You will end up roughly with $18-$21/hr. Negotiate on the high end, of course.
    Accepted Offer
    Positive Experience
    Easy Interview
  9.  

    Manager Interview

    Anonymous Interview Candidate  in  Denver, CO
    Anonymous Interview Candidate in Denver, CO
    Application Details

    I interviewed online. The process took 6+ weeks - interviewed at Charles Schwab in July 2011.

    Interview Details

    I remember having a phone interview with the managing director over the position and one of the other directors. Once I completed that I was invited to an in person interview, in which, I interviewed with the VP over the department, the three directors in the department at the time, and the senior manager on the team I would be working in. I was onsite at Schwab for 6 hours. Since I have been hired the interview process has become even more burdensome with more phone interviews. It was clear to me now, that during the interview process the managers didn't really know what they wanted out of the position and, honestly, I see this commonality with many of the other positions in Schwab. They really don't know what they want.

    Interview Questions
    • It was difficult to tailor my answers to the position they were hiring for because they didn't really know what they wanted out of the position. It appeared to me they were looking for generic skills for the position plus a certain personality.   Answer Question
    Negotiation Details
    Easy I dealt with a recruiter who spoke to the managing director regarding salary and such.
    Accepted Offer
    Neutral Experience
    Average Interview
  10.  

    Registered Representative Interview

    Anonymous Interview Candidate  in  Phoenix, AZ
    Anonymous Interview Candidate in Phoenix, AZ
    Application Details

    I interviewed online. The process took 2+ weeks - interviewed at Charles Schwab in April 2011.

    Interview Details

    This will be a behaviorial interview where you are expected to provide answers to situational scenarios. It will most likely be an interview with multiple managers. It is quite formal and you should dress up for the interview.

    Interview Questions
    • Tell me about a time when you had a conflict with your manager. How did you handle the situation?   Answer Question
    Negotiation Details
    Yes i negotiated a slightly higher salary.
    Accepted Offer
    Negative Experience
    Difficult Interview
  11. 4 people found this helpful  

    Broker Trainee Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed through an employee referral. The process took 3+ weeks - interviewed at Charles Schwab.

    Interview Details

    Typically you will have a phone screen with a recruiter, takes 30-60 minutes and includes very basic questions: why Schwab, why this position, talk about prior experiences and how they align with job/company. This is fairly informal and is just to make sure you can speak to your resume basically. Then you may or may not get an invite into a "orientation" type program where 10-20 candidates will come to a meeting where you learn about benefits, culture, training, expectations, and then take a test to make sure you have basic math, interpersonal, typing, problem solving skills as well as a personality test. You then get a call back a couple days later and will know if you are going to be invited to manager interviews (2:1). These sessions are lots of questions that start with tell me about a time when... and it will be about a time where you failed, a time where you excelled, used technology to solve a problem or make a process better, went above and beyond. You will also get some questions about providing customer service and interacting with people. There won't be too much in the way of technical market questions (valuations, market mechanics, trading, strategies-unless you already have your licences in which case you can expect a few but nothing too deep). These last 60-75 minutes. You will then get a call from recruiter on a potential job offer a few days to a week later. Starting salaries are usually not negotiable, for brokers/bank reps you will not find your schedule out until after training.

    Interview Questions
    • These are behavioral interviews. Have multiple scenarios memorized about a time when you failed, how did you create a positive from a negative, and how specifically you deal with a difficult situation or stress.   View Answer
    Negotiation Details
    There is not a negotiation all starting salaries for entry level positions are the same. The only time you can really negotiate is at a manager/director level.
    Accepted Offer
    Average Interview

Worked for Charles Schwab? Contribute to the Community!

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.