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      Charles Schwab

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      Associate Financial Consultant Interview

      30 Sept 2014
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      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?
      Answer question
      2