Charles Schwab Interview Questions & Reviews in Denver, CO Area
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Updated Oct 26, 2011 – Interview questions and reviews posted anonymously by interview candidates.
Ratings are reflective of location and job title.
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Difficulty Rating [?] Based on 9 ratings 
“Easy” Interview
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Interview Experience [?] Based on 9 ratings
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| 1–9 of 9 Charles Schwab Interviews | Sort by |
Customer Service Representative at Charles Schwab
Posted Oct 26, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Sep 2011 in Englewood, CO (took a day)
I was interviewed by phone. part of the interviewer's decision may have been related to my phone voice/poor cell phone reception.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview and a Personality Test.
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Helpful Interview?
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Broker Trainee at Charles Schwab
Posted Sep 23, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2011 in Englewood, CO (took 3 weeks)
I was contacted by a recruiter for about a 5 minute interview to review the position and find out why I wanted the job. Then we scheduled a longer phone interview with an HR recruiter. This phone interview was partly behavioral but mostly just a review of my resume. At the end of the interview we scheduled a 1:1 interview. I interviewed with 2 managers, and it was all behavioral questions. Like what was a time you went above and beyond a customer's needs. Each recruiter helped prepare me for the next interview. I researched Charles Schwab before both interviews and prepared for behavioral questions- though these are questions I'm quite used to. Then a few days later my recruiter called me back and we set up a time for the skills test. This skills test is hard! There are very few ways to prepare for this test, but review any financial equations. This test is a measure on your ability to pass the series 7. I was really appreciative to the fact that my recruiter was there to help me each step of the way, they really want you to succeed at each step. The managers were very laid back, answered all of my questions, and were very passionate about their positions as well as the company itself. That helped me solidify my decision to join the company.
Interview Questions
Negotiation Details
This is a non-negotiable offer. However, I will say that I have not had previous experience in this side of the financial industry, but the salary was more than I got base at my collections job, so I was happy to accept. From my understanding though, this is lower than what others expected. I think that the great benefits and competitive 401k package makeup for that, but again, I have not had any previous experience.
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Skills Test and a Background Check.
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Broker Trainee at Charles Schwab
Posted May 31, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed May 2011 in Englewood, CO (took 2 weeks)
Started with a 10 min brief phone interview, scheduled a longer 30 min phone interview. 30 minute phone interview consisted of mostly behavioral style questions. After the interview I was asked to do an online personality test, then was scheduled for a 1 hour face to face interview at the job site. Face to face interview consisted of more behavioral question's. Once the face to face interview was completed I was called to schedule the skills test. The skills test was about an hour and a half. After passing the test the job offer came.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Skills Test, a Personality Test and a Background Check.
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Investment Consultant at Charles Schwab
Posted Sep 9, 2010
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3.0
Average Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Aug 2010 in Englewood, CO (took 3 weeks)
HAD PHONE INTERVIEW WIHT RECRUITER. THEN INTERVIEWED WITH MANAGER
Interview Questions
Reason for Declining
SALARY WAS TOO LOW
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Discount Brokerage at Charles Schwab
Posted May 24, 2010
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3.0
Average Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed May 2010 in Denver, CO (took 6 weeks)
Essentially, there was a phone interview to make sure that I was qualified for the position. This was followed up with a 1:1 interview. There is a personality assessment to make sure candidates are extroverts. There is a test to ensure you know basic math. This is typical for the brokerage side really. It is hard to imagine that they would let all candidates through in this economic environment. Unemployment is high in Colorado, and white collar workers experience a 4-6% level of unemployment. I am happy to get an entry level job out of school at a large firm.
Interview Questions
Negotiation Details
You have very little flexibility, but I did apply for an entry level position. I imagine that the discount brokerage side has very low value of marginal product and so I did not expect a huge salary. I think that sometimes people are a bit presumptuous about opening salaries. If my position and salary increase is not commensurate with my value added, then I will leave the company to pursue a graduate program in economics. I am sure they will be mindful of this.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, an IQ/Intelligence Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Registered Representative at Charles Schwab
Posted Feb 28, 2010 — 1 of 1 people found this helpful
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Feb 2008 in Denver, CO (took 3 weeks)
Met recruiters at a college career night and gave them my resume. Contacted a week later to set up a phone interview. Conducted the phone interview then was asked to come in for an in person interview. Two managers took turns asking me a number of behavioral interview questions. I was offered the job a couple of days later.
Interview Questions
Negotiation Details
They do not negotiate at all. The position paid $34,000 a year, period.
Other Details
I got the interview through a College or University and the interview consisted of a Phone Interview, a 1:1 Interview, a Presentation and an IQ/Intelligence Test.
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Broker Trainee at Charles Schwab
Posted Jan 28, 2010 — 1 of 1 people found this helpful
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2.0
Easy Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Mar 2009 in Englewood, CO (took 3 weeks)
After passing along my resume to a recruiter at a career fair I was contacted and told that I would be contacted again for a phone interview. The recruiter asked me some questions and really helped me prepare for the phone interview. After the phone interview I was contacted about an information session. The session was very informative. At the end of the session, I, along with the 15 other people or so there, took an easy math test. We weren't allowed to use calculators, but the test only requires a passing grade. The purpose is to see if you are likely to pass the series 7 exam that you train for during the first months of employment. Upon passing the exam I was asked back for a face-to-face interview that consisted of me and two Schwab employees. They ask behavioral interview questions. It was a very good experience. They prepare you as much as possible and you should be relaxed about interviewing with them.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, a Presentation, a Skills Test and a Background Check.
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Broker Services Representative at Charles Schwab
Posted Nov 25, 2009
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Oct 2009 in Denver, CO (took 2 weeks)
I worked with a recruiter to get the interview. The recruiter did a general interview and asked general questions about my resume and why I felt I qualified for the position. From there, there was a phone interview with a Schwab recruiter. She asked more in depth questions about my resume and asked why I wanted to work for Schwab. She asked what I knew about Schwab. She then asked a few behavioral questions like tell me a time when you went above an beyond your job expectations. She asked three of those types of questions.
From there I was sent to take a personality test. After that I advanced to a face to face interview with two team managers. All they did was ask me behavioral, tell me a time when you were faced with...
Be prepared to answer these types of questions concerning a time when you used excellence service, dealt with challenges, went above and beyond our job duties, evidence that you are a self starter.
The people were very nice and very professional. I read everything I could about Schwab and brought up specific data from their website and quotes from the CEO Chuck during the interview. At the end of the interview they asked if I had any questions and I asked some very detailed questions such as, what qualities make up a successful candidate? etc...
Interview Questions
Reason for Declining
I took a better offer with more personal freedom.
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a Group/Panel Interview, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Broker Trainee at Charles Schwab
Posted Oct 26, 2009
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1.0
Very Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2009 in Denver, CO (took 2 weeks)
It will take over a month for them to initially call after you apply. Then you may do a short phone interview with HR, then come in for a skills test that is timed and takes a little under 2 hours. I then interviewed with 2 hiring managers at once.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview and a Skills Test.
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