I applied online. The process took 3 weeks. I interviewed at Charles Schwab (New York, NY) in Feb 2014
Interview
Interview process was very straightforward. First I applied online (I have a background in the industry and a Bachelor's degree in Finance) then I was contacted by HR for a phone interview just a few days after applying. After the phone interview I was contacted by the manager of the office for an in person interview. That part is important because it's crucial to make the connection with the person as they will be your future manager. The conversation with the manager lasted about an hour and then I met others in the office. After that I was contacted to complete my background check information (work experience, etc) and then I was contacted again to go into the office and meet the rest of the team. I was offered the position fairly quickly pending my background check, which I knew wouldn't be a problem but still took three weeks.
Interview questions [1]
Question 1
Behaviorial style questions for phone interview, asked me what types of news I read and how often and if I followed the stock market
I applied online. The process took 2 weeks. I interviewed at Charles Schwab (Westlake, TX) in Feb 2017
Interview
I applied for the Financial Consultant Academy program they offer. My app was reviewed fairly quickly, then i was asked to complete a roughly 30 minute online questionnaire and then was contacted a few days later to set up a phone interview for the following week. I heard back a week later.
Interview questions [1]
Question 1
Describe in detail a situation where you dealt with an unhappy customer and how you dealt with it and the results. (Asked multiple follow up questions & asked what would you have done if...etc.)
I applied online. The process took 2 days. I interviewed at Charles Schwab (Austin, TX)
Interview
The process consisted of a 30-40 minute phone screen with a Talent Manager. Once they determine your positive qualification, you have a video interview with 2 senior managers. The whole process was thorough & professional.
Interview questions [1]
Question 1
Describe how you handled a difficult situation with a customer and a co-worker.
I applied through an employee referral. The process took 4 weeks. I interviewed at Charles Schwab
Interview
It was a multi-stage process. I talked to the initial screener after my application was accepted for about 20 minutes and it was simply background information. This was followed up by a second phone call with talent acquisition. This was a 40 minute phone conversation that was a bit more detailed with more background and behavioral questions. After passing this stage, I was asked to come in for a test of my math and logic skills. The logic is similar to GMAT and LSAT logical reasoning questions, and the math is fairly standard. Naturally, the question topics contain information about portfolio, bond, and share values. The whole thing takes about 90 minutes. Upon passage of this stage, I was scheduled to meet with two managers of the CS&S division. This was the most daunting of all as there are two people asking only behavioral questions that require citing specific examples. Speaking in generalities does not win any points. I am proud to say I made it and received an offer. I was impressed by everyone and the culture of the company is apparent. Throughout the entire process, the communication was straightforward and honest. This is a company that takes hiring the right people seriously. It genuinely cares about and respects people.
Interview questions [1]
Question 1
Tell us about a time that required a lot of patience?
