I applied online. The process took 2 days. I interviewed at Charles Schwab (Phoenix, AZ) in Mar 2012
Interview
After applying online a phone interview was scheduled. This was not difficult as communicating and talking to people is a strength of mine. The main thing is to so some research on the company which will help you with the question and answer portion. Shortly thereafter I was contacted to take the SIFMA assessment. I scheduled the test about 2 weeks out because I had heard the test was not a cakewalk and was concerned about the math section. I am not exactly math-phobic but it was not my best subject in school. During the 2 weeks prior to the test, I purchased a math book and I brushed up on the basics online. There are several websites where you can practice, math.com is a good one. Unfortunately I did not pass the test. If you don't pass it is over, basically and you cannot move on to the next step. There are approximately 30 questions on the math portion and it is timed, giving you about 2 minutes per question. You cannot go back to questions (answer the easy ones first) and you cannot use a calculator. They do provide scratch paper but my sense is to do well on this test you have to pretty-much be able to calculate in your head. I feel Schwab is a good company and would be interested in working for them if there was a position that did not require passing the SIFMA assessment, possibly something in an administrative capacity. The atmosphere was upbeat and I got the feeling this would be a nice place to work. I'm not sorry I took a chance on this as it was overall a positive experience.
Interview questions [2]
Question 1
If 20 employees of XYZ Company expect to receive a bonus for reaching 90% of the company goal and XYZ Company is not forecasted to make goal this year, would you say that...
If Client A purchased 40 shares of stock at $30 per share and then sold 30% of the shares what would the profit be in the first quarter if the shares had increased in value by 12%?
I applied through an employee referral. The process took 4 weeks. I interviewed at Charles Schwab
Interview
Phone screen, in person interview, drug screen, background check and then job offer. Very straight forward. If there’s a split decision about hiring you they will have a third part interview you.
Interview questions [1]
Question 1
Tell me about a time you received tough feed back? What did you do with it and how did you react?
I applied online. I interviewed at Charles Schwab (Lone Tree, CO) in Dec 2017
Interview
I applied for relationship specialist, got invited for a phone. during the phone interview, my recruiter referred me for the broker trainee position(financial consultant professional) she said I was a better fit for that position. The interview went well and I was invited for a second face to face interview the following week. On getting there I realized it was sort of a group interview. all the hiring managers were in the room with us(about 15 applicants) they talked about the job requirements, what to expect if we got hire; they also talked briefly about benefits. after that they divided us into 2groups. first group went on a tour while 2nd group(my group) went for the interview. some people were interviewed by two managers ; I was interviewed by one manager . during the interview; the one thing he stressed on was passing of the series 7&63. the interview was about 1hour in total.
Interview questions [1]
Question 1
tell me one time when you had to deal with a difficult customer.. be very specific with details and how did you handle it?
what was the most difficult criticism you ever received from your boss?
I applied through an employee referral. I interviewed at Charles Schwab (Austin, TX)
Interview
I had an employee referral opportunity, One phone interview asking basic questions such as, Customer Service and Scenario based questions. After that was the in person interview with two hiring managers that ask questions about your knowledge of the company trying to gage your enthusiasm. Be sure to look up exam based material, such as Questions, Time of Test, Etc... It was about a 2 hour interview asking questions about customer service examples and providing them with detailed descriptions of those examples( helps if you want to show your interest) I received an offer a couple hours after the interview and now going through a vigorous background check, UA drug test through third party company. I really enjoyed the staff and hiring managers, They were very hospitable and allowed me to bring thought upon my questions. High recommended employer!
Interview questions [1]
Question 1
Describe a time you went above and beyond for a customer?
