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      Charles Schwab

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      Financial Services Representative Interview

      20 Nov 2023
      Anonymous interview candidate
      Westlake, TX
      Declined offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Charles Schwab (Westlake, TX) in Aug 2022

      Interview

      They have you complete a competency test to validate your ability to pass the required licensing exams first. Once you've been successful in completing the exam you will have to complete a phone screening interview. Lastly, you will complete an in person interview with two employees from the managerial team. They prefer if you use the STAR format for interviewing.

      Interview questions [1]

      Question 1

      Tell me about a time you made a mistake and how were you able to rectify on your own?
      Answer question