Charles Schwab Associate Financial Consultant Interview Questions

Updated Sep 30, 2014
Updated Sep 30, 2014
5 Interview Reviews

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Associate Financial Consultant Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Application Details

I applied through an employee referral. The process took 4 weeksinterviewed at Charles Schwab.

Interview Details

It was a multi-stage process. I talked to the initial screener after my application was accepted for about 20 minutes and it was simply background information. This was followed up by a second phone call with talent acquisition. This was a 40 minute phone conversation that was a bit more detailed with more background and behavioral questions. After passing this stage, I was asked to come in for a test of my math and logic skills. The logic is similar to GMAT and LSAT logical reasoning questions, and the math is fairly standard. Naturally, the question topics contain information about portfolio, bond, and share values. The whole thing takes about 90 minutes. Upon passage of this stage, I was scheduled to meet with two managers of the CS&S division. This was the most daunting of all as there are two people asking only behavioral questions that require citing specific examples. Speaking in generalities does not win any points. I am proud to say I made it and received an offer. I was impressed by everyone and the culture of the company is apparent. Throughout the entire process, the communication was straightforward and honest. This is a company that takes hiring the right people seriously. It genuinely cares about and respects people.

Interview Questions
Negotiation Details
No negotiation for this role unless you are licensed.
Accepted Offer
Positive Experience
Difficult Interview

Other Interview Reviews for Charles Schwab

  1. 3 people found this helpful  

    Associate Financial Consultant Interview

    Anonymous Interview Candidate in New York, NY
    Anonymous Interview Candidate in New York, NY
    Application Details

    I applied online. The process took 3+ weeksinterviewed at Charles Schwab in February 2014.

    Interview Details

    Interview process was very straightforward. First I applied online (I have a background in the industry and a Bachelor's degree in Finance) then I was contacted by HR for a phone interview just a few days after applying. After the phone interview I was contacted by the manager of the office for an in person interview. That part is important because it's crucial to make the connection with the person as they will be your future manager. The conversation with the manager lasted about an hour and then I met others in the office. After that I was contacted to complete my background check information (work experience, etc) and then I was contacted again to go into the office and meet the rest of the team. I was offered the position fairly quickly pending my background check, which I knew wouldn't be a problem but still took three weeks.

    Interview Questions
    • Behaviorial style questions for phone interview, asked me what types of news I read and how often and if I followed the stock market   Answer Question
    Negotiation Details
    No negotiation- I was happy with the salary, overtime, and bonus potential
    Accepted Offer
    Positive Experience
    Average Interview
  2.  

    Associate Financial Consultant Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    The process took 2 daysinterviewed at Charles Schwab in May 2011.

    Interview Details

    Phone interview consisted of finding out what my past experience was in the investment industry. This was to assess where I might fit into the company. A 1:1 interview was set up for the next week. I met with the branch manager and the interview when well. Waited for a week before I was informed that they moved forward with an internal hire.

    Interview Questions
    • No questions seems difficult. They were straight forward and inquired about industry experience.   Answer Question
    No Offer
    Positive Experience
    Average Interview
  3. 1 person found this helpful  

    Associate Financial Consultant Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 2 weeksinterviewed at Charles Schwab in December 2010.

    Interview Details

    I was referred to the hiring manager by a former colleague who already worked there. I called on the manager which led to a request that I apply and then the company recruiter contacted me. The initial interview was set up and conducted as a group with myself, the manager, and one other person. Interview was not a personality question type interview but a review of my skills, experiences and why I wanted to work at Schwab. There was a second group interview with the manager, myself and a different person whom I would be working with. This was also a discussion of what they were looking for and how my background seemed to fit from my perspective.

    Interview Questions
    • Tell me about a time when you dealt with a customer whom we failed?   Answer Question
    Negotiation Details
    The hiring manager called me with an offer after my second interview. I took the details and noted I'd consider them. I phoned back the next day and noted the offer was inadequate and that prompted a somewhat negative response from the hiring manager. After ending the call, the manager called back and we hashed out a better salary which I agreed would end the negotiations.
    Accepted Offer
    Positive Experience
    Average Interview
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  5.  

    Associate Financial Consultant Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    The process took a weekinterviewed at Charles Schwab in September 2010.

    Interview Details

    Seemed like a standard phone interview. Recruiter focused on your moral goals of working with Schwab -- i.e., why you are applying, what you hope to gain from this position and why your current position is not fulfilling your wishes.

    Interview Questions
    • What are the 3 things you expect this position to provide you with?   Answer Question
    No Offer
    Neutral Experience
    Average Interview

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