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      Charles Schwab

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      Financial Advisor Interview

      Dec 12, 2012
      Anonymous Interview Candidate
      Phoenix, AZ
      No offer
      Negative experience
      Average interview

      Application

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

      Interview

      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 [1]

      Question 1

      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
      1

      Other Financial Advisor Interview Reviews for Charles Schwab

      Financial Advisor Interview

      Jun 23, 2026
      Anonymous employee
      Lone Tree, CO
      Accepted offer
      Positive experience
      Easy interview

      Application

      I interviewed at Charles Schwab (Lone Tree, CO)

      Interview

      Easy smooth answered every question and let me know in detail the job description also told me about all the benefits they offer and how they can make my work life balance easier

      Interview questions [1]

      Question 1

      Past work experience and how I can bring it into the role
      Answer question

      Financial Advisor Interview

      Jan 26, 2026
      Anonymous Interview Candidate
      Austin, TX
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Charles Schwab (Austin, TX)

      Interview

      The whole experience was easy enough. Prepare for the interviews the way they say with the STAR method, and you'll be fine. Follow the format and stay on task. And then you'll be great!!

      Interview questions [1]

      Question 1

      walk me through your resume. what is a financial advisor?
      Answer question

      Financial Advisor Interview

      Oct 24, 2025
      Anonymous Interview Candidate
      Century City, CA
      No offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Charles Schwab (Century City, CA)

      Interview

      informational call to HR. I didn't make it past this process. I called in and a lady asked me a couple of screening quesitons about the company. I really just want to be able to use Glassdoor again. I really didn't care about the interview.

      Interview questions [1]

      Question 1

      tell me about yourself and your experience.
      Answer question