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Charles Schwab
3.1 of 5 583 reviews
www.schwab.com San Francisco, CA 5000+ Employees

Charles Schwab Interview Questions & Reviews

Updated Jun 11, 2013
All Interviews Received Offers

Getting the Interview  148 Interviews

62%
11%
8%

Interview Experience  141 Ratings

61%
29%
9%
2.7837837
148 interview experiences
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Senior Manager at Charles Schwab

Accepted Offer – Reviewed Jun 11, 2013 New

Interview Details Three interviews - first with hiring Director, second with peer Director in sister department, and third with department VP. Created a business plan with 30-120 day objectives. Ghosted with department extensively before interview. Interviewed several team members about pros & cons of group. *Important: ask about hiring managers before you have the first interview. Ask questions that relate personally to them and their department.

Interview Question – Tell us about a time where you failed in an initiative or project. What did you learn and how have you improved?   View Answer

Negotiation Details – No negotiating is possible for internal employees.

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Executive Assistant at Charles Schwab

No Offer – Interviewed in San Francisco, CA (US) – Reviewed Jun 10, 2013 New

Interview Details The position came to my attention as a referral from a colleague who had worked a Charles Schwab. She put me in contact with her friend who in turn put me in contact with the hiring manager. I had a phone interview with HR which went very well. She was very nice and asked basic questions about my work history and my style of organization. After the interview was complete I was schedule to have another phone interview with a manager within the department. He was out of San Diego but worked closely with the San Francisco office. It lasted about 45 minutes. He was also very nice. Third I was scheduled to have a panel interview with the two EVP's that I would be supporting and their current assistant. This lasted about 3 hours. All of the questions were about my history and also what if's. They wanted to know how I would work with others and what I would do if someone tried to "pull rank" to go against the directors' wishes. Overall everyone was very nice and it was an enjoyable process.

Interview Question – If you saw a process that could be improved, but the senior staff liked the way it was done, how would you move forward?   Answer Question

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Managing Director at Charles Schwab

Accepted Offer – Interviewed in Phoenix, AZ (US) Apr 2011 – Reviewed May 24, 2013

Interview Details Initial communications with a recruiter, followed by an interview with the hiring manager, followed by interviews with peers, ending with an interview with the Senior Vice President.

Interview Question – The questions were fairly standard and not difficult   Answer Question

Negotiation Details – Negotiated more salary and ability to take an immediate preplanned vacation. Also agreement to eventually relocate to a more desired city.

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Customer Service Representative at Charles Schwab

No Offer – Interviewed in Englewood, CO (US) – Reviewed May 09, 2013

Interview Details Short, 3 min phone interview. A week later had a regular phone interview that covered my resume. Invited to take a assessment: 30 math, 30 logic questions. "passed" the assessment and had face to face interview with 2 managers.

Interview Question – Mostly straightforward. Describe a situation when you had to think creatively or outside the box to solve a problem. Were you successful? Why or why not?   Answer Question

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Broker at Charles Schwab

No Offer – Interviewed in Phoenix, AZ (US) Apr 2013 – Reviewed May 07, 2013

Interview Details Initial Phone interview: 5-10 min
Phone Interview: 45min- 1hr
Assessment
In-Person Interview: 1 hour

Interview Question – Pretty easy process...expect behavioral style questions, know a lot about Charles Schwab. Question asked describe a time when you met a person and it did not go well. what did you do to make the relationship better.   Answer Question

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Registered Representative I at Charles Schwab

Accepted Offer – Interviewed in Phoenix, AZ (US) Aug 2012 – Reviewed May 07, 2013

Interview Details Initial interview was done by phone, followed by a personality test. After personality test did an additional phone interview. Once past that round was asked to go into office and take the sifma assessment to test the probability of my ability to pass the series 7 & 63. Once passing the sifma I was asked to come in for final round of interviews. Interviewed by two managers, questions were fairly easy and mostly situational.

Interview Question – "What is something that I have to know about you that we haven't already discussed in this interview and can't be found on your resume?"   Answer Question

Negotiation Details – There is no such thing as a negotiation process w/ entry level positions at Charles Schwab.

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Senior Software Engineer at Charles Schwab

No Offer – Interviewed in San Francisco, CA (US) Apr 2013 – Reviewed Apr 30, 2013

Interview Details First there is phone screening with human resource recruiter, asking generic questions about my job experience and skill sets to make sure it fits the job description. Then there is the phone interview with the hiring manager which goes deeper into the resume items and there were questions on items that were of special interest to him. Finally, there were in-person interviews with 6 people (including hiring manager).

Interview Question – A technical question was asked about the SQL needed to address a specific problem statement and was expected to give the exact syntax for the solution   Answer Question

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Senior Manager, Data Analytics at Charles Schwab

No Offer – Interviewed in San Francisco, CA (US) Feb 2013 – Reviewed Apr 20, 2013

Interview Details Overall it was a normal process. Met 8 people in total spread out in two afternoons. The questions they asked are all what expected for a analytics position.

Interview Question – The interviewer with the most seniority (VP) expressed concern over my relatively shorter tenure ( average of 2-3 years) from my previous jobs, although I have been with my current company for almost 4 years. Not surprising, since the range of tenure among the 8 people I met is 8 to 25 years. Don't know if long tenure is CS culture, but at least in this department it is.   Answer Question

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Unlicensed Representative Call Center at Charles Schwab

Accepted Offer – Interviewed in Indianapolis, IN (US) Mar 2013 – Reviewed Apr 16, 2013

Interview Details Behavioral based questions via phone and office interviews. A lot of focus on "Why Charles Schwab?"

Interview Question – Tell me about a time you had to use good judgement or logic. Did quick role play (skill test) during office interview. I had to pretend I was the rep and the interviewers were the client. Sat me in front of the computer and asked basic questions about deposits and line items. The final question requires you to perform a simple math calculation by adding together 4 deposit amounts. 2 managers interviewed me and seem very nice. Had a good sense of humor. Don't be fooled by the friendly demeanor. It is an interview. Not a friendly chat.   Answer Question

Negotiation Details – There was no negotiation.

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Registered Representative at Charles Schwab

Accepted Offer – Reviewed Apr 14, 2013

Interview Details Phone, then two mgrs

Interview Question – Tell me a time when you failed   Answer Question

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See What Charles Schwab Employees Are Saying Posted by employees

Good company values, but just "okay" collegues

 Current Senior Manager in Phoenix, AZ (US)

Pros: -Company has a strong moral compass. You can sleep well at night
-Very good relationship with employees. Seldom do you see layoffs, division removals, etc..
-Clients like doing business with the company (for the most part - see below)
-If you are…
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