Charles Schwab Interview Questions & Reviews in Arizona

Interview Details – Initial Phone interview: 5-10 min
Phone Interview: 45min- 1hr
Assessment
In-Person Interview: 1 hour

Interview Details – Initial interview was done by phone, followed by a personality test. After personality test did an additional phone interview. Once past that round was asked to go into office and take the sifma assessment to test the probability of my ability to pass the series 7 & 63. Once passing the sifma I was asked to come in for final round of interviews. Interviewed by two managers, questions were fairly easy and mostly situational.

Negotiation Details – There is no such thing as a negotiation process w/ entry level positions at Charles Schwab.

Interview Details – Non transparent the entire time.

Negotiation Details – Take it or leave it.

Interview Details – Be aware that they will hire you but then rake your background over the coals. If you have a traffic tickeoe anything. You will need to have this information for compliance. Instead of being professional and asking you for this information before you accept the job. You are allowed to leave your previous job and be stressed during training with getting documents regarding even the most minor leagl issues.

Negotiation Details – There was not really a negotiation, they offered 31000.00 it was the height of the recession I accepted it.

Interview Details – The process included a brief screening interview, followed by a 30-minute phone interview by a HR/Talent recruiter. After the two phone interviews an in-person interview was scheduled with two managers. I was interviewed separately by each manger. The Employer called back and I was invited for a second in-person interview with a team member. After investing a lot of time in the interview process I received no follow up from Schwab. I emailed several times to the recruiter and was told that the talent department was checking on status and would get back to me. About one month later I received a boiler-plate email stating I had not been selected for the position. Communication was very poor after the interview process and disappointed in the lack of professional courtesy.

Interview Details – This is a position that you get through a contracting company. Adecco is a temp hire company that interviews you first before you go on to interview with Charles Schwab managers. You usually sign a 7 to 9 month temp contract and may get hired at the end of that process. About 70% of Schwab hires come from temp positions.

Negotiation Details – The negotiation phase is with the contracting company.

Interview Details – They do not accept resumes. You must initially apply through their website. I got an automated response to fill out an evaluation questionnaire. This is just a bunch of psychological questions. A week or so later, I received an email from an actual person about scheduling a 5 minute phone interview. That interview was mostly questions about the position (making sure I knew what I was applying for). Immediately after the 5 minute interview I was told that I had passed, and to wait for an email.

The next interview was with a different person. It was a 40 minute phone interview. It took a few weeks for them to get around to actually scheduling it, and I thought they had changed their mind. Just keep checking your email, and they will eventually send you something.
"Why do you want to work with Charles Schwab?"
"Describe a time when you failed."
"Where do you see yourself in 5 years?"
"Why do you want to leave your current job?"
and so on. No huge surprises. Just stay positive and flatter them.

After the second phone interview, I had to wait a few more weeks for a decision. I was then emailed by another person that I had passed, and they wanted to do an in-person interview with 2 hiring managers. Curtis Crawford was in charge of scheduling this interview, and if you are applying at the Phoenix branch, I suggest keeping your phone close at all times, because he is very hard to get a hold of when you call back. I eventually just showed up in person and had the secretary call him. This took care of it, and the final interview was scheduled.

In-person interview: All behavioral questions. So many behavioral questions. Just have some ideas for stories to tell. They have sheets with questions on them, but they can pick any questions off the list and also make up their own. If you're quick on your feet, no problem. At the end, there is time for you to ask questions of them. I suggest that you do, because they seemed to like that I did. A week or so after this interview, I got a call that I had passed, and pending a background and credit check, I would have the position.

Then I had to fill out an actual application and a background check form. This is where my problem came. In the application paperwork, it is made very clear that the company is not allowed to discriminate against sealed court cases, but they still want you to be open about them. I told them about a felony that I went to court for, plead guilty to (but was not convicted), and had sealed when I was 20 (7 years ago). I soon got an email and phone call about the sealed case. I answered a lot of questions about it, and was told they didn't need any more information. Then I immediately received an email explaining that they were not going to offer me the position. My references were not called, my past employers not contacted, nothing. I am frustrated that after months of waiting and interviewing, I ended up being discriminated against for something the company was legally not allowed to even consider. I would recommend to anyone with sealed court cases not mention them on your application.

All in all, it's not a hard interview process for someone with good storytelling abilities. It is very drawn out, and the behavioral questions get tiring.

Interview Details – The process took approximately 1.5 months. I found out about the position through my university's career services. After applying via Schwab's website, they will send you a link to assess your personality. A week later, I received an e-mail from a coordinator to set up a brief (3-5 minutes) phone interview. She wanted to know what I knew about the company and position and why I was interested in applying. You will know if you'll move on to the next round of interview because they will asked you to schedule a 40-50 minutes interview immediately after. I interviewed with the company's recruiter the following week. Be sure to know all you can about the company and the position. I did research by looking at their website and what other people are saying about them. I also looked at how their customers are rating them and what kind of complaints they have about the company's services/products so I can formulate appropriate questions for the recruiter to show that I'm well prepared. Also, study your resume if you haven't already done so because you will be asked plenty of questions about your education and previous experience. KNOW HOW TO ANSWER BEHAVIORAL INTERVIEW QUESTIONS (STAR method) and be prepared for follow-up questions. Have 2-3 questions to ask the recruiter! If you interview successfully, the recruiter will ask you to come into their office to take the SIFMA (a two part assessment which will gauge how likely you are to pass the Series 7/63 exams), which I did a week later. I was e-mailed a day later saying that I had passed. The recruiter called me the day after to set up an interview with 2 hiring managers. I interviewed the week after. I prepped by looking at the company's website (again), I Googled a SWOT analysis of Schwab to see what their strengths and weaknesses are so I am able to discuss the future direction of the company if necessary (this shows them that you are looking to work for them long-term even if you don't plan to). I met with a seasoned manager and a new manager who was promoted not long prior. They first asked me what I knew about the company and why I wanted to work with them. Then, for the next 30-45 minutes was spent on behavioral-style interview questions. They have a list of questions to pick from. Be sure to have specific examples "of a time when...." questions and what YOU did as a result. Always say "I" when answering these questions. Emphasize your ability to communicate and the love to help others as this is what they want in a potential employee. I turned the interview around by asking them questions about the company and position. A day later, the recruiter called to let me know that the managers would like to move onto the next process which is a background check. It takes about 5 business days. Everything checked out and I was offered the position.

I would recommend you go through all the Broker Trainee interviews posted on here and try to answer them as the majority were asked during the interviews. If you feel extra nervous about the interview, record yourself as if you were being interviewed. This will help you pick up any bad interview habits that you might not notice. Also, it will allow you to practice and assess yourself. Try being interviewed by friends, professor, or colleagues. The more prepared you are the better.

Negotiation Details – The offer was non-negotiable. It was made clear from your initial application that the salary is "take it or leave it."

Interview Details – Internal candidate.application filled out. Management of department interview. Decision made

Negotiation Details – Study the industry averages and your years in the industry or job description.GET IT IN WRITING before agreeing to anything.