I applied online and the process took 6 weeks - interviewed at Charles Schwab in June 2013.
Interview Details – I filled out the online application for the broker trainee program, and took an online personality assessment right after. Was sent an email about a week later inviting me to have a brief 3-5 min phone interview. After that, i was scheduled for a longer, 45 minute phone interview with a different recruiter. Be sure to know a lot about Schwab, and have examples of behavioral responses for STAR type interview questions. Passed that interview, then was asked to come in for a SIFMA exam, which consisted of 30 logic questions (easy), and 27 financial math problems (a little harder since I was rusty with math by hand). Passed the SIFMA, and two days later was scheduled for an in person interview with 2 hiring managers. They were great, and really portrayed the culture of Charles Schwab well. They askes STAR type questions also, and we spoke candidly for a while about hobbies, future goals, etc. After passing that interview, i was sent an email saying that i was a finalist for the position, and that i had to fill out an application/background check. I did that on a thursday morning, and exactly a week later I was offered the job.
Interview Question – When is the last time you took notice of market forces/conditions, and how did you act upon them to produce a favorable outcome? View Answer
Negotiation Details – No negotiation. Pay is 40k/year to start, with an average yearly bonus of circa 5k.
I applied online and the process took 3 months - interviewed at Charles Schwab.
Interview Details – Three interviews - first with hiring Director, second with peer Director in sister department, and third with department VP. Created a business plan with 30-120 day objectives. Ghosted with department extensively before interview. Interviewed several team members about pros & cons of group. *Important: ask about hiring managers before you have the first interview. Ask questions that relate personally to them and their department.
Interview Question – Tell us about a time where you failed in an initiative or project. What did you learn and how have you improved? View Answer
Negotiation Details – No negotiating is possible for internal employees.
I applied through an employee referral and the process took 1+ week - interviewed at Charles Schwab.
Interview Details – The position came to my attention as a referral from a colleague who had worked a Charles Schwab. She put me in contact with her friend who in turn put me in contact with the hiring manager. I had a phone interview with HR which went very well. She was very nice and asked basic questions about my work history and my style of organization. After the interview was complete I was schedule to have another phone interview with a manager within the department. He was out of San Diego but worked closely with the San Francisco office. It lasted about 45 minutes. He was also very nice. Third I was scheduled to have a panel interview with the two EVP's that I would be supporting and their current assistant. This lasted about 3 hours. All of the questions were about my history and also what if's. They wanted to know how I would work with others and what I would do if someone tried to "pull rank" to go against the directors' wishes. Overall everyone was very nice and it was an enjoyable process.
Interview Question – If you saw a process that could be improved, but the senior staff liked the way it was done, how would you move forward? Answer Question
I applied through other source and the process took 2 months - interviewed at Charles Schwab in May 2013.
Interview Details – Initial communications with a recruiter, followed by an interview with the hiring manager, followed by interviews with peers, ending with an interview with the Senior Vice President.
Interview Question – The questions were fairly standard and not difficult Answer Question
Negotiation Details – Negotiated more salary and ability to take an immediate preplanned vacation. Also agreement to eventually relocate to a more desired city.
I applied online and the process took 2 weeks - interviewed at Charles Schwab.
Interview Details – Short, 3 min phone interview. A week later had a regular phone interview that covered my resume. Invited to take a assessment: 30 math, 30 logic questions. "passed" the assessment and had face to face interview with 2 managers.
Interview Question – Mostly straightforward. Describe a situation when you had to think creatively or outside the box to solve a problem. Were you successful? Why or why not? Answer Question
I applied through a recruiter and the process took 2 weeks - interviewed at Charles Schwab in May 2013.
Interview Details –
Initial Phone interview: 5-10 min
Phone Interview: 45min- 1hr
In-Person Interview: 1 hour
Interview Question – Pretty easy process...expect behavioral style questions, know a lot about Charles Schwab. Question asked describe a time when you met a person and it did not go well. what did you do to make the relationship better. Answer Question
I applied online - interviewed at Charles Schwab in May 2013.
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.
Interview Question – "What is something that I have to know about you that we haven't already discussed in this interview and can't be found on your resume?" Answer Question
Negotiation Details – There is no such thing as a negotiation process w/ entry level positions at Charles Schwab.
I applied online and the process took 1+ week - interviewed at Charles Schwab in April 2013.
Interview Details – First there is phone screening with human resource recruiter, asking generic questions about my job experience and skill sets to make sure it fits the job description. Then there is the phone interview with the hiring manager which goes deeper into the resume items and there were questions on items that were of special interest to him. Finally, there were in-person interviews with 6 people (including hiring manager).
Interview Question – A technical question was asked about the SQL needed to address a specific problem statement and was expected to give the exact syntax for the solution Answer Question
I applied online and the process took 4+ weeks - interviewed at Charles Schwab in April 2013.
Interview Details – Overall it was a normal process. Met 8 people in total spread out in two afternoons. The questions they asked are all what expected for a analytics position.
Interview Question – The interviewer with the most seniority (VP) expressed concern over my relatively shorter tenure ( average of 2-3 years) from my previous jobs, although I have been with my current company for almost 4 years. Not surprising, since the range of tenure among the 8 people I met is 8 to 25 years. Don't know if long tenure is CS culture, but at least in this department it is. Answer Question
I applied online - interviewed at Charles Schwab in April 2013.
Interview Details – Behavioral based questions via phone and office interviews. A lot of focus on "Why Charles Schwab?"
Interview Question – Tell me about a time you had to use good judgement or logic. Did quick role play (skill test) during office interview. I had to pretend I was the rep and the interviewers were the client. Sat me in front of the computer and asked basic questions about deposits and line items. The final question requires you to perform a simple math calculation by adding together 4 deposit amounts. 2 managers interviewed me and seem very nice. Had a good sense of humor. Don't be fooled by the friendly demeanor. It is an interview. Not a friendly chat. Answer Question
Negotiation Details – There was no negotiation.
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