Glassdoor is your free inside look at Charles Schwab interview questions and advice in Phoenix, AZ. All 28 interview reviews posted anonymously by Charles Schwab employees and interview candidates.
No Offer – Interviewed in Phoenix, AZ Feb 2012 – Reviewed Mar 6, 2012
Interview Details – Have had the same experience of most people. Went through a lengthy interview process simply to get a basic form letter rejection without reasoning. Strange, because I am Series 7 & Series 66 licensed, a ChFC, and have worked in the financial services industry for 14 years. It seems that during my in-person interview they had a negative attitude towards my former employer (kept talking about how much better Schwab was, and who knows, they may be but why bring that up) and discounted my previous experience saying that experience administering and acting as broker of record for various types of retirement plans "was not in my best interest".
Interview Question – Explain a time in which you were faced with sensitive clients who were upset with your allocation of assets. How did you explain your actions, and what was your demeanor while doing so? Answer Question
No Offer – Interviewed in Phoenix, AZ Feb 2012 – Reviewed Feb 25, 2012
Interview Details –
After having applied on-line for several positions within the organization, I had my first phone interview with a Schwab recruiter. It lasted around 30 minutes. I was told that it would be recommended that I go through second round of phone interviews.
Second interview was a positive experience lasting approximately 1 hour. Questions were behavioral and situational. I was told that I would be eocommended to go through 3rd phase of interview process...this would most likely be a panel interview with several hiring managers.
Received call in order to set up this interview....date has yet to be confirmed.
Interview Question – The only difficulty I experienced with regards to the interview questions was that it was over the phone. Face-to-face scenarios provide candidates with an opportunity to build rapport, and make that personal connection. View Answer
Declined Offer – Interviewed in Phoenix, AZ Jun 2011 – Reviewed Jan 16, 2012
Interview Details – 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 Question – Describe a time/instance where you....... Answer Question
Reason for Declining – Offered pay was really low....
Accepted Offer – Interviewed in Phoenix, AZ Sep 2011 – Reviewed Dec 16, 2011
Interview Details – 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 Question – When was a time you felt you failed or let someone down in the workplace? Answer Question
Declined Offer – Interviewed in Phoenix, AZ Mar 2010 – Reviewed Oct 31, 2011
Interview Details – 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 Question – Tell me, in detail , your knowledge of how our industry operates. Answer Question
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.
No Offer – Interviewed in Phoenix, AZ Oct 2011 – Reviewed Oct 21, 2011
Interview Details – 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 Question – Describe when a superviser criticized you and what did you do. View Answer
Accepted Offer – Interviewed in Phoenix, AZ Apr 2011 – Reviewed Aug 31, 2011
Interview Details – 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.
No Offer – Interviewed in Phoenix, AZ Mar 2011 – Reviewed Apr 4, 2011
Interview Details – 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 Question – Tell us something about Charles Schwab? Answer Question
Accepted Offer – Interviewed in Phoenix, AZ Apr 2008 – Reviewed Nov 8, 2010
Interview Details – You go through a hiring rep who contacts the Manager. You interview and they let you know if they want you back for more.
Interview Questions
Negotiation Details – Don't recall there being one.
No Offer – Interviewed in Phoenix, AZ Sep 2010 – Reviewed Oct 8, 2010
Interview Details – 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
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