Charles Schwab Interview Questions & Reviews in Phoenix, AZ Area
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Updated Jan 16, 2012 – 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 16 ratings 
“Average” Interview
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Interview Experience [?] Based on 16 ratings
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| 1–10 of 16 Charles Schwab Interviews | Sort by |
Technical Associate at Charles Schwab
Posted Jan 16, 2012
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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 Jun 2011 in Phoenix, AZ (took 2 weeks)
Applied online and was called within a couple of days. They really pushed to schedule the interview early in the morning (7:00AM) so I accepted. The interview was with 2 managers and was a scenario based interview as well as a lot of personal questions. Managers seemed really nice and the interview was a pretty good experience. The next day I received a call offering me the job contingent upon background screen. Background check took somewhere along the lines of 2 weeks.
Interview Questions
Reason for Declining
Offered pay was really low....
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Customer Service Representative at Charles Schwab
Posted Dec 16, 2011
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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 2011 in Phoenix, AZ (took 3+ weeks)
I applied online, after I submitted my application I recieved an email with a link instructing me to take their test. The test was a personality test followed by a knowledge based test. About two weeks after taking the test I recieved an email from a recruiter requesting a phone interview. I had my first phone interview that same week and was asked to have a second phone interview. About 3 days after my second phone interview I was contacted and set up a interview with two of the managers at the job site. Heading into week 3 of this process I interviewed with the managers, within 2-3 days I was contacted by my recruiter and offered a position.
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.
More Charles Schwab Customer Service Representative Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Broker Trainee at Charles Schwab
Posted Oct 31, 2011
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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 Mar 2010 in Phoenix, AZ (took a day)
After coming across a listing for the Broker Trainee position through my university career website, I researched and subsequently applied online through Schwab's career site. The follow up on their end was very prompt (about one week), which is exceptional for a 'big-name' institution. A representative from their HR department called to set up a phone interview at my convenience. I scheduled for the following day and was then contacted by one of the program recruiters. Right out of the gates she broke down the program for me into the following: a detailed overview of the position, the type of person they were looking for in this capacity, and finally, what I could expect of the position in terms of salary and advancement. She then conducted a fairly exhaustive (45 minutes) interview, which explored my academic background, interests and experience relating to the field, and my short/long-term career aspirations. Following this I was given the opportunity to pose questions to the recruiter about the company and program. This, I believe, is where candidates are able to separate themselves from the general pool by posing thoughtful, intelligent, and pertinent questions. As stated by the recruiter afterwards, it greatly helps to show that you have done a deal of research on the company and position prior to interviewing. Having evidently met the candidate profile, I was selected for a follow-up interview, which was to be conducted in person.
Interview Questions
Reason for Declining
The follow-up 1:1 manager interview and the 3:1 broker team interview were to be conducted on location in the hiring office (Phoenix, AZ). Given the nature of the program, they did not offer travel expense reimbursement, nor, should the job have been offered, would they have provided relocation assistance. Additionally, the starting salary was set at $35K; much too low to merit relocation.
Other Details
I got the interview through a College or University and the interview consisted of a Phone Interview.
More Charles Schwab Broker Trainee Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Broker Trainee at Charles Schwab
Posted Oct 21, 2011
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3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Oct 2011 in Phoenix, AZ (took 7 weeks)
I applied for a Broker Trainee Position that would require me to relocate to Phoenix. The entire process was quite long and lacked communication on their part. I have had the series 7 before and was sure I could pass it again. The first phone interview was 5 minutes and then I would interview with a recruiter and I was asked if I would be able to relocate by Oct 17 if offered the job. I said yes. This was early September. I then went to a local branch and took an assessment test. I passed. After not hearing anything for a week I emailed to get a status. Talent person said she would emai the recruiter. It's about a month at this point and I'm wondering if I was supposed to be there oct 17 its getting late. Finally I get an email saying oct 17 I will have the last interview with 2 hiring managers via the phone. They say I'll get an answer in a few days. 5 days later I get an email that looks to be computer generated saying thanks but no thanks at this time. About 2 weeks before this I was deciding if I was offered the job would I take it? It would have been nice to have the process be a little more organized with more specific timelines especially when relocation was involved. I know its harder via the phone but thats common now. As for the interview its the standard behavior questions "describe when you went above and beyond the call of duty".
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a Group/Panel Interview, an IQ/Intelligence Test and a Skills Test.
More Charles Schwab Broker Trainee Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Senior Specialist Operations at Charles Schwab
Posted Aug 31, 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 Apr 2011 in Phoenix, AZ (took 2 weeks)
Already working on premises as a contractor and applied for a posted position. After completing a screening interview from HR, I was contacted to have a phone panel interview. General behavioral questions. It sounded like they were reading from a script. Finally, had a 1-on-1 interview with the dept leader, which was more friendly than the panel interview. I received an offer 3-4 days later.
Interview Questions
Negotiation Details
Very little room for negotiation. They are very upfront about discussing your job and salary expectations, so they don't expect 'hard' negotiation when they make an offer.
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview and a Group/Panel Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Broker Trainee at Charles Schwab
Posted Apr 4, 2011
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3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Mar 2011 in Phoenix, AZ (took 3 weeks)
I felt they were real unorganized during the whole process. I've had my interview rescheduled numerous times, and they never called back when they said they would. I was very frustrated, and after they said they would call within three days after my final interview... I was excited. Two weeks later they phoned offering me the job, and I decided to take another option.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a Group/Panel Interview, a Presentation, a Skills Test and a Background Check.
More Charles Schwab Broker Trainee Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Trader, Equity at Charles Schwab
Posted Nov 8, 2010
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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 Apr 2008 in Phoenix, AZ (took 1+ week)
You go through a hiring rep who contacts the Manager. You interview and they let you know if they want you back for more.
Negotiation Details
Don't recall there being one.
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Client Service Representative at Charles Schwab
Posted Oct 9, 2010
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Sep 2010 in Phoenix, AZ (took 1 week)
I was first contacted by email by a recruiter and asked to do a phone interview the next day. I was available and scheduled the interview which turned out to be about 30 minutes. This apparently was a phone screen with the recruiter who then scheduled me for an in-person interview with two hiring managers one week later. This interview went well and was pretty standard: a quick review of employment history, bundle of behavioral interview questions, and time to ask questions about the company. I was told that I would be contacted within 48 hours which never happened.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Manager at Charles Schwab
Posted Aug 30, 2010
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Mar 2010 in Phoenix, AZ (took a day)
Call from HR for phone interview. I was referred by an employee of the company.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Banking Client Service Representative at Charles Schwab
Posted Jul 7, 2010
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Apr 2010 in Scottsdale, AZ (took 6 days)
Had a phone interview that went really well, I was asked to go the same day to an information meeting. The meeting was to obtain information about the company, benefits, etc. and meet some of the managers. There was no one on one interaction with anyone. From there was set up on a intervew 5 days later. I was interviewed by two managers, both that were hiring. I thought it was going really well but was told in feedback later that I was too broad with a couple of my answers.
Interview Questions
Other Details
The interview consisted of a Phone Interview and a Group/Panel Interview.
Helpful Interview?
Yes |
No
Inappropriate?
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