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      Charles Schwab

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      Associate Financial Service Professional Interview

      30 Jun 2020
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied online. The process took 5 weeks. I interviewed at Charles Schwab

      Interview

      I applied online during the middle of the COVID crisis and received a reply from someone in HR around 2 weeks later. They mentioned that they had received my resume and wanted to know if I was still interested in the position. We scheduled a time for an initial interview, and this conversation took place around a week later. Basic behavioral type questions were asked, and they had me walk through my resume and past accomplishments. Overall the conversation lasted around an hour (which surprised me), but the representative from HR was super friendly and our conversation was great. I received a follow up phone call a few days later informing me that I had moved on to the next round of interviews. This process took around 2/3 weeks, but eventually I had a "zoom" style interview with my webcam and two of their "Team Members". This interview was much more in-depth. This conversation lasted around 75 minutes and it included a role playing exercise which I was told to prepare for beforehand. The two individuals interviewing me were very professional, but once again our conversation flowed naturally and I left the interview encouraged about the position as a whole. Once again behavioral style questions were asked, but I was required to be much more thorough with my answers. I received a call around 3 days later notifying me that I was being offered the position. Overall the process took around 5 weeks and was quite in depth, but everyone involved was super helpful.

      Interview questions [5]

      Question 1

      What do you know about Charles Schwab (why do you want to work here)?
      Answer question

      Question 2

      Name a time where you received constructive criticism and how you responded to it.
      Answer question

      Question 3

      Name a time where you "failed".
      Answer question

      Question 4

      What do you know about investing and the licensing exams?
      Answer question

      Question 5

      Name a time you had to go out of your way to help someone else succeed.
      Answer question
      11

      Other Associate Financial Service Professional interview reviews for Charles Schwab

      Associate Financial Services Professional Interview

      22 Jul 2021
      Anonymous employee
      Indianapolis, IN
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied through an employee referral. The process took 2 weeks. I interviewed at Charles Schwab (Indianapolis, IN) in Jun 2021

      Interview

      The interview process consisted of an initial phone screening, a second phone interview, and then a Zoom interview. I completed my entire process within two weeks so it was very streamlined and expectations were clear.

      Interview questions [1]

      Question 1

      Describe a time when you had to deal with a difficult or upset customer.
      1 Answer

      Associate Financial Services Professional Interview

      20 Apr 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Charles Schwab

      Interview

      applied online, 1 week later phone interview with recruiter, 1 week after that I did a interview through webx with a hiring manager (very genuine guy that treated the interview like a conversation) and then a few days later I was given I conditional offer and had to do background/credit/employment check which took 2 weeks.

      Interview questions [1]

      Question 1

      Tell me about yourself Why Schwab? Tell me about a time you had a difficult/angry client? What do you know about the SIE, Series 7, Series 63? Where do you see yourself in 5 years?
      Answer question
      3

      Associate Financial Services Professional Interview

      12 May 2021
      Anonymous employee
      Westlake, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Charles Schwab (Westlake, TX) in Apr 2021

      Interview

      I had three interviews, the last one with the hiring manager of the department I applied to. All three of the interviews were fabulous. Every person I spoke with was very kind. The last one takes about an hour. When selected for an interview with a hiring manager, you will receive an email with a lot of information about the position including videos. Watch them, read everything you receive. Look over the job description and prepare questions if you have any. If you're prepared, you will be ok.

      Interview questions [1]

      Question 1

      The questions are based on your past work experiences, situations and how you resolved previous issues.
      Answer question