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Charles Schwab Financial Consultant Interview Questions & Reviews

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Web: www.schwab.com | HQ: San Francisco, CA

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Interview questions and reviews posted anonymously by interview candidates.

Difficulty Rating [?] Based on 3 ratings

2.7

“Average” Interview

Interview Experience [?] Based on 3 ratings

Positive	67%
Neutral	33%
Negative	0%

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1–3 of 3 Charles Schwab Interviews

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2.0

Easy Interview

Overall Positive Experience

Received and Declined Offer

Interviewed Feb 2009 (took 3 days)

About one month after submitting my resume I was contacted to schedule a phone interview. The phone interview lasted approximately 20-30 minutes and a 1-1 interview was scheduled at that time. The interview last about an hour and was followed by an office tour and meeting several members of the team. All in all, it was a relaxed and pleasant office. Everyone was smiling and welcoming including the receptionist. As a very friendly gesture the gentleman I was interviewing with politely walked me to the elevator at the conclusion of our meeting. An offer was officially offered about 2 hours following the interview.

Interview Questions

What type of work environment are you most productive in?

Answer Question

Other Details

I Applied Online and the interview consisted of a Phone Interview and a 1:1 Interview.

Helpful Interview?

Yes | No

Inappropriate?

3.0

Average Interview

Overall Neutral Experience

Interviewed and No Offer

Interviewed Jun 2010 in New York, NY (took 3 days)

The first step in the process is to go through HR screening. This consists of a 30-45 min phone interview.
Even after a positive response from the screener, it took several more phone calls and weeks to schedule the next round of interviews. The second round of Inviews were conducted by 3 local Inv ctr Branch managers including the senior executive in charge of all the local branches. Standard interview questions from an experienced staff of managers. W/i 2 weeks had to meet 4 additional managers at an Interview Day. Short interviews were held asking very focused questions. Not very effective way to select a candidate, for the questions were "off the mark". Charles Schwab as hard as they tried did a very incomplete job of getting to know me - they tried to have a comprehensive approach, however, in my judgement failed the candidates and their company.

Interview Questions

What major change did management in a previous job make that you disagreed with and what was your response to it?

Answer Question

Other Details

I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview and a Group/Panel Interview.

Helpful Interview?

Yes | No

Inappropriate?

3.0

Average Interview

Overall Positive Experience

Interviewed and No Offer

Interviewed Dec 2008 (took 3 weeks)

Initial screening by recruiter over the phone. Follow up contact from Branch Manager. Met with Branch Manager. Additional interview with Financial Consultant in the branch. This was a relatively small office (2 FC’s and Branch Manger). Second interview with Branch Manager. All personnel were very professional. Office was nice; beautiful views!