Why do I want this job, why do I want to take FINRA tests/get certifications. A couple behavioral questions.
The recruiter let me know I would know whether I would be moving on with the hiring process at the end of the interview. At the end she let me know I would be hearing back to set up the second interview in the next day or two. Two days later I got a rejection email. Honestly this was rather surprising and unprofessional for a company that prides itself on customer service.
Interview questions [1]
Question 1
Describe a time when I conversation with a customer did not go well and how did you turn it around.
A lot of STAR method questions during the phone screening. Did not pass , although I felt like my answers were good but not great I guess. Anyone know how they rate?
Interview questions [1]
Question 1
I think one was tell me about a time you dealt with a difficult task?
I applied online. The process took 4 weeks. I interviewed at Charles Schwab (Orlando, FL) in Mar 2026
Interview
Applied at the end of January, by second week of Feb I had phone interview, they moved me to another time since i wasn't able to start for March, but May (which initially i thought HR was not going to follow up and were going to discard my application). Went to second interview in person first week of March and HR called me the same day they wanted me. Process was long because of me, but if it wasn't like that, it would have only took 3-4 weeks. They contact you pretty fast and give you a bunch of resources to study for the interview, they even give you feedback on the initial screening phone interview at the beginning so you go prepared. They ask you STAR and Non-Star questions so be prepared to answer both. They probably asked me around 3 of each. They realized I like trading, so they asked for my knowledge about the financial markets but questions were not difficult, but don't worry about this, they asked because I put it on my resume literally. Interview lasted a 1hr and 40 min