Charles Schwab Interview Questions & Reviews in Phoenix, AZ Area
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Updated May 10, 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 20 ratings 
“Average” Interview
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Interview Experience [?] Based on 20 ratings
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| 11–20 of 20 Charles Schwab Interviews | Sort by |
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.
More Charles Schwab Manager Interviews
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?
Temp Position at Charles Schwab
Posted Jun 26, 2010
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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 Jan 2008 in Phoenix, AZ (took 2 weeks)
Applied at a temp agency and was sent to Charles Schwab ROC center. Worked for a couple of months as a temp and was asked to apply for permanent position in same department. Manager had me fill out an application online which they then flagged for human resources. Had to wait around for them to complete the background and credit check. Since I had already worked as a temp, they did not really interview me.
Interview Questions
Negotiation Details
Not a negotiable offer, though their terms are really fair for the job.
Other Details
I got the interview through a Staffing Agency and the interview consisted of a 1:1 Interview, a Skills Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Broker Trainee at Charles Schwab
Posted Jun 14, 2010
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed May 2010 in Phoenix, AZ (took 1 week)
I applied online and was contacted by HR for a phone interview. After the phone interview, I was invited in to take the SIFMA assessment test which tests how you would perform on a series 7, before any training. Upon successful completion, they invite you back in again to interview with 2 hiring managers.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview and a Skills Test.
More Charles Schwab Broker Trainee Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Client Service Specialist at Charles Schwab
Posted Nov 25, 2009
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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 Jun 2009 in Phoenix, AZ (took 6 days)
The entire process was pretty lengthy. Although the initial phone interview took unusually long. On site interview was also pretty long and they appreciate enthusiasm. Culture and people are stressed at Schwab. If you are looking to start a career in the business, This place is a decent place to start, If you have any experience at all and also are licensed, you will be appalled at the starting salary.
Interview Questions
Reason for Declining
Low pay
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a Group/Panel Interview and a Background Check.
More Charles Schwab Client Service Specialist Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Client Service Specialist at Charles Schwab
Posted Nov 2, 2009
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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 Oct 2009 in Phoenix, AZ (took 4+ weeks)
First a recruiter will call you and make the initial contact simply to set up a phone screen. You will then interview with the recruiter and if they like what you have to say you will set up an interview with two hiring managers. Mine was the direct manager of the team I was interviewing for and the operational manager who was in charge of operations improvement. During the interview face to face there were several questions regarding why I was leaving my current job and what makes me a good candidate for this specific position. After that you will be put through to a background/credit check and if you pass that they will extend you a formal offer.
Interview Questions
Negotiation Details
Not much room for negotiation when it comes to salary.
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview and a Background Check.
More Charles Schwab Client Service Specialist Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Broker Trainee at Charles Schwab
Posted Jul 14, 2009
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3.0
Average Interview
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Overall Neutral Experience
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Received and Declined Offer
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Interviewed Jun 2009 in Phoenix, AZ (took 1+ week)
Initially have a quick phone interview with an HR rep. to see if the position that I applied for fits my personality and abilities. Then had a phone interview with a Manager in the department that I applied to. After that I went in for a one on one interview and took a test to see my ability to pass the series 7. After passing that I then had two more one on one interviews with Hiring Managers about the position.
Interview Questions
Reason for Declining
the salary was not high enough
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview and a Skills Test.
More Charles Schwab Broker Trainee Interviews
Helpful Interview?
Yes |
No
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Inappropriate?
Manager Brokerage Services at Charles Schwab
Posted Mar 18, 2009 — 1 of 1 people found this helpful
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2008 in Phoenix, AZ (took 3 weeks)
A very positive experience. I used the website to find the right position, then my network for a referral in HR. After a phone screen, I interviewed with a team including the hiring manager, two directors, and a VP. I followed up for 3 months and got the offer.
Interview Questions
Negotiation Details
I tried to negotiate the offer but they were firm. My advice to others is to move on if the money is not right. You will never make it up. For me, the money was okay. Overall a very positive professional experience that took a long time.
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?
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