Charles Schwab Interview Questions
Updated Mar 20, 2023
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Interviews at Charles Schwab
Interviews for Top Jobs at Charles Schwab
- Broker Trainee (59)
- Intern (33)
- Financial Services Representative (27)
- Customer Service Representative (21)
- Financial Services Professional (19)
- Senior Manager (17)
- Financial Consultant (17)
- Registered Representative (17)
- Software Engineer (16)
- Senior Software Engineer (16)
- Associate Software Engineer (15)
- Internship (15)
- Client Service Specialist (14)
- Relationship Specialist (13)
- Financial Consultant Academy (13)
- Director (12)
- Managing Director (11)
- Associate Financial Services Professional (11)
- Client Service Representative (9)
- Analyst (9)
- Associate Financial Consultant (9)
- Client Relationship Specialist (9)
- Software Engineer(Internship) (9)
- Operations Associate (8)
- Broker (8)
- Project Manager (8)
- Manager (8)
- Product Manager (6)
- RIA (6)
- Technology (5)
Featured Interview

Anonymous Employee
I interviewed at Charles Schwab
Overall standard interview questions. Just personality fit. They want to know what you are passionate about and if you really want the job. The interviewer was pleasant and easy going.
- Why do you want to work here

Anonymous Employee
I applied online. I interviewed at Charles Schwab
Quick interview process. 1 call with HR, 1 video call with hiring manager then 1 video call with a level up. Everything moved quickly and HR rep stayed in communication.
- Why do you want to work for Charles Schwab?
Got a burning question about Charles Schwab? Just ask!
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Anonymous Employee
I interviewed at Charles Schwab
Email calendar invite. Two interviews. Job offer. Worked through a recruiter at a different location. Pretty quick process from start to finish. Seemed like an exciting opportunity. Talked to two different people throughout the process.
- What is one thing they asked you

Anonymous Interview Candidate
I applied online. The process took 4 weeks. I interviewed at Charles Schwab
Very straightforward, a lot of questions regarding prior experiences (i.e. "tell me about a time when") type questions. Management seems nice, and job responsibilities appear to be what you'd expect for a job in this field. Nothing out of the ordinary to report, decent company overall.
- Tell me about a time you had to deal with an unruly client? How did you address the issue?

Anonymous Employee
I applied online. The process took 4 weeks. I interviewed at Charles Schwab
Standard questions - be prepared - know about the company and you’ll be good Questions like - tell me about a time you went above and beyond . That is it
- Tell me about a time

Anonymous Interview Candidate in New York, NY
The process took 4 weeks. I interviewed at Charles Schwab (New York, NY)
During my interview, the recruiter explained that the job would be in the office full-time, which is different than what the job posting said. The job posting said you can work from home, do a hybrid position, or work from the office. She also added that it is a call center job, and you have to commit to this position for two years and cannot apply to any other external or internal positions. There were a lot of red flags in the interview process. The first interview was with a recruiter who explained the position. She also asked some personality based questions. They use the STAR method. The second interview was with people from the team and also used the STAR method. I did not accept the offer, because the job I was offered was different than the one I applied for.
- Tell me about a time you dealt with an upset customer.
- Tell me about a time when communication was important.

Anonymous Employee
I interviewed at Charles Schwab
Interview process was fairly easy. They asked some sql questions and questions about my work experience. They gave me an overview of the department and their expectations. I took the job.
- Sql query questions. Fairly simple.

Anonymous Interview Candidate
I applied online. The process took 2 days. I interviewed at Charles Schwab in Mar 2023
Behavioral interview with Manager she was not available for interview on that day. surprised to see other person was more technical askingmore technical questions on automation framework. testNG annotation, API testing methods , cucumber framework description, answered all questions . explained about both selenium webdriver with POM framework and cucumber automation framework with dependencies required . interviewer was happy but not sure why they declined
- basic questions on automation framework. testng, api testing methods

Anonymous Employee
I interviewed at Charles Schwab
The process is very easy and straightforward. I would highly recommend looking into working here. Depending where you work, there are a set of people you meet with. You’ll see the branch and go from there.
- Tell me about yourself and why Charles Schwab

Anonymous Interview Candidate
I interviewed at Charles Schwab
Recruiter phone call, got forwarded to next round. Tech interview with two managers. I didn’t end up getting offer because apparently they only hire juniors. I was a sophomore.be d
- Why the financial sector in tech?

Anonymous Employee
I interviewed at Charles Schwab
3 interviews, 2 with HR and one with your potential supervisor. Easy interviews, no technical questions. All interviews were done over zoom or call. Had to apply early to get a postion as they fill up quick.
- what made you want to apply?
Charles Schwab Interviews FAQs
Glassdoor users rated their interview experience at Charles Schwab as 63.8% positive with a difficulty rating score of 2.86 out of 5 (where 5 is the highest level of difficulty). Candidates interviewing for Technical Manager and Senior Technical Team Lead rated their interviews as the hardest, whereas interviews for Senior Relationship Specialist and Wealth Management Associate roles were rated as the easiest.
The hiring process at Charles Schwab takes an average of 30.67 days when considering 1,107 user submitted interviews across all job titles. Candidates applying for Operations Associate had the quickest hiring process (on average 1 day), whereas Project Management roles had the slowest hiring process (on average 180 days).
Common stages of the interview process at Charles Schwab according to 1,107 Glassdoor interviews include:
Phone Interview: 28.78%
One on One Interview: 14.91%
Group Panel Interview: 12.23%
Drug Test: 10.16%
Background Check: 9.09%
Skills Test: 8.09%
Presentation: 6.62%
IQ Intelligence Test: 5.15%
Personality Test: 3.91%
Other: 1.07%
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Work at Charles Schwab? Share Your Experiences
