Charles Schwab Financial Advisor Interview Questions | Glassdoor

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Financial Advisor Interview

Anonymous Interview Candidate in Phoenix, AZ
No Offer
Negative Experience
Average Interview


I interviewed at Charles Schwab (Phoenix, AZ) in October 2012.


The process included a brief screening interview, followed by a 30-minute phone interview by a HR/Talent recruiter. After the two phone interviews an in-person interview was scheduled with two managers. I was interviewed separately by each manger. The Employer called back and I was invited for a second in-person interview with a team member. After investing a lot of time in the interview process I received no follow up from Schwab. I emailed several times to the recruiter and was told that the talent department was checking on status and would get back to me. About one month later I received a boiler-plate email stating I had not been selected for the position. Communication was very poor after the interview process and disappointed in the lack of professional courtesy.

Interview Questions

  • The questions were very basic and the STAR appraoch was used. Providing a narrative to a specific situation or task you had to accomplish.   Answer Question
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