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      Charles Schwab

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      Financial Services Representative Interview

      2 Jul 2026
      Anonymous interview candidate
      No offer
      Negative experience
      Easy interview

      Application

      I applied online. I interviewed at Charles Schwab

      Interview

      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.
      Answer question