Charles Schwab Interview Questions
Updated Mar 5, 2021
Location
- Worldwide
- Canada - All Cities
- - British Columbia
- - Vancouver, BC Area
- - Ontario
- - London, ON Area
- United States - All Cities
- - California
- - San Francisco, CA, US Area
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- - San Jose, CA, US Area
- - Alabama
- - Birmingham, AL, US Area
- - Arizona
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- - Ahwatukee, AZ
- - South Phoenix, AZ
- - Colorado
- - Colorado Springs, CO, US Area
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- - Connecticut
- - Bridgeport, CT, US Area
- - District of Columbia
- - Washington, DC , US Area
- - Florida
- - Cape Coral, FL, US Area
- - Daytona Beach, FL, US Area
- - Jacksonville, FL, US Area
- - Miami-Fort Lauderdale, FL, US Area
- - Naples, FL, US Area
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- - Georgia
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- - Illinois
- - Chicago, IL, US Area
- - Indiana
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- - Kansas
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- - Maryland
- - Baltimore, MD, US Area
- - Hagerstown, MD, US Area
- - Massachusetts
- - Barnstable Town, MA, US Area
- - Boston, MA, US Area
- - Michigan
- - Detroit, MI, US Area
- - Minnesota
- - Minneapolis-St. Paul, MN, US Area
- - Mississippi
- - Jackson, MS, US Area
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- - Omaha, NE, US Area
- - Nevada
- - Las Vegas, NV, US Area
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- - New Hampshire
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- - New York City, NY, US Area
- - Trenton, NJ, US Area
- - New York State
- - North Carolina
- - Charlotte, NC, US Area
- - Raleigh-Durham, NC, US Area
- - Winston-Salem, NC, US Area
- - Ohio
- - Akron, OH, US Area
- - Cincinnati, OH, US Area
- - Cleveland, OH, US Area
- - Columbus, OH, US Area
- - Toledo, OH, US Area
- - Richfield Center, OH
- - Oklahoma
- - Oklahoma City, OK, US Area
- - Tulsa, OK, US Area
- - Oregon
- - Portland, OR, US Area
- - Pennsylvania
- - Philadelphia, PA, US Area
- - Pittsburgh, PA, US Area
- - Tennessee
- - Knoxville, TN, US Area
- - Texas
- - Austin, TX, US Area
- - Dallas-Fort Worth, TX, US Area
- - El Paso, TX, US Area
- - Houston, TX, US Area
- - San Antonio, TX, US Area
- - Utah
- - Salt Lake City, UT, US Area
- - Virginia
- - Norfolk, VA, US Area
- - Richmond, VA, US Area
- - Charlotte C H, VA
- - Washington State
- - Seattle, WA, US Area
- Australia - All Cities
- - New South Wales
- - Sydney, Australia Area
- Belgium - All Cities
- - Brussels
- - Brussels, Belgium Area
- France - All Cities
- - Ile-de-France
- - Paris, France Area
- Hong Kong - All Cities
- - Yung Shue Wan, Hong Kong Area
- India - All Cities
- - Delhi
- - North West
- - Karnataka
- - Bangalore, India Area
- - Maharashtra
- - Pune, India Area
Offer Received?
- All Candidates
- Received Offer Only
Interviews at Charles Schwab
Experience
Positive62%
Negative19%
Neutral19%
Getting an Interview
Applied online64%
Employee Referral15%
Recruiter10%
Difficulty
2.9
AverageHardAverageEasy
Interviews for Top Jobs at Charles Schwab
- Broker Trainee (59)
- Intern (24)
- Customer Service Representative (20)
- Financial Services Professional (18)
- Registered Representative (17)
- Relationship Specialist (15)
- Financial Consultant (15)
- Client Service Specialist (14)
- Senior Manager (14)
- Software Engineer (12)
- Associate Software Engineer (12)
- Financial Consultant Academy (11)
- Managing Director (11)
- Manager (9)
- RIA (9)
- Associate Financial Services Professional (9)
- Senior Software Engineer (9)
- Associate Financial Consultant (9)
- Associate Financial Service Professional (8)
- Operations Associate (8)
- Client Relationship Specialist (8)
- Internship (8)
- Client Service Representative (7)
- Director (7)
- Broker (7)
- Product Manager (6)
- Business Analyst (6)
- Associate Software Applications Engineer (6)
- Project Manager (6)
- Broker Trainee Program (5)
Found 848 candidate interviews
Popular
- Popular
- Most Recent
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- Easiest
- Most Difficult

Anonymous Employee in Canada
Accepted Offer
Positive Experience
Easy
Interview
Application
InterviewI applied online. I interviewed at Charles Schwab (Canada)
Applied online. Received a request to schedule a phone interview a week later. Received a request for the final interview two weeks after the phone interview. You receive the result within a week of the final interview.
Interview Questions
- Tell about a time you helped a teammate.

Anonymous Interview Candidate in United States
No Offer
Negative
Experience
Average Interview
Application
InterviewI applied through an employee referral I interviewed at Charles Schwab (United States)
I decided to take a step down from my more prestigious Wall St firm to interview with a more casual, seemingly better culture firm like Schwab. After a few rounds of interviews with two different teams in Lone Tree CO, I had been ghosted! This disrespectful hiring practice said a lot about the company. I might have just dodged the bullet!
Interview Questions
- Tell us about the time when you had to go above and beyond for your clients.
Join the Charles Schwab team

Anonymous Interview Candidate in United States
No Offer
Neutral
Experience
Average Interview
Application
InterviewI interviewed at Charles Schwab (United States)
It was a 15-minute 1st round interview. General questions to get an idea about the candidate. @nd round will be more descriptive and last for around 1 hour. Customer service-related questions.
Interview Questions
- What is great customer service to you?

Anonymous Employee in United States
Accepted Offer
Positive Experience
Average Interview
Application
InterviewI applied through an employee referral I interviewed at Charles Schwab (United States)
Interviewers will ask you about relevant bank experience and how you dealt with difficult clients. You will have two people interview you. Having knowledge of banking products is a plus.
Interview Questions
- Describe a typical day of what you think you would be doing here.

Anonymous Interview Candidate in United States
No Offer
Neutral
Experience
Average Interview
Application
InterviewI interviewed at Charles Schwab (United States)
With a friend's referral, I received an interview request within a day of applying. It was easy to schedule and very straightforward. First is a phone interview. They ask very basic behavioral and cs questions.
Interview Questions
- OOP principles, cs trivia, and behavioral

Anonymous Employee in United States
Accepted Offer
Positive Experience
Average Interview
Application
InterviewI interviewed at Charles Schwab (United States)
Due to the COVID pandemic, the 1st call from recruiter came 3 to 4 weeks after my online application. Then 2 online interviews talking with management, including one panel interview.
Interview Questions
- How did you handle the situation like... in the past? Most of them are STAR questions

Anonymous Interview Candidate in United States
No Offer
Positive Experience
Easy
Interview
Application
InterviewI interviewed at Charles Schwab (United States)
Easy 5 minute phone call. Asked me a few different personal questions. One scenario question. Nothing too bad about it. Lacy was nice. She was a recruiter. She sent my info on to the correct office.
Interview Questions
- What is your desired salary?
Helpful (1)

Anonymous Interview Candidate in Southlake, TX
No Offer
Negative
Experience
Average Interview
Application
InterviewI applied online. The process took 4 weeks. I interviewed at Charles Schwab (Southlake, TX)
Their recruiters are rude and condescending. The recruiter doesn’t understand audit and made condescending comments like she doesn’t trust that I have a career in audit. She also made a comment that I wouldn’t be a good fit. I’m currently a senior auditor at another company, what makes her think I’m not a good fit for the role? Recruiting is introduction to the company. It’s not looking good. I doubt she even push my resume to hiring manager.
Interview Questions
- Tell me about your background
- What certification do you have?
- What is your current salary?

Anonymous Employee in United States
Accepted Offer
Positive Experience
Average Interview
Application
InterviewI interviewed at Charles Schwab (United States)
Fair process, depending on role you may go through a phone interview with recruiter followed by a manager interview or for higher level positions the process involves more people and more interviews
Interview Questions
- Describe a time when you helped a client through a difficult situation.

Anonymous Interview Candidate in Arlington, VA
No Offer
Positive Experience
Average Interview
Application
InterviewI applied online. I interviewed at Charles Schwab (Arlington, VA) in Feb 2021
I applied to the client services help desk role, and received an invite to do a phone interview. The process for setting up the phone interview was pretty straight forward. I was asked various questions about my current position, myself, why I applied for the position at Schawb and so forth.
Interview Questions
- Tell me about your current role. Tell me about yourself. Why schawb.
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