Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Charles Schwab

      Engaged employer

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: Charles Schwab reviews | Charles Schwab jobs | Charles Schwab salaries | Charles Schwab benefits | Charles Schwab conversations
      Charles Schwab interviewsCharles Schwab Associate Financial Service Professional interviewsCharles Schwab interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Glassdoor LLC. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Glassdoor LLC.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Associate Financial Service Professional Interview

      31 Oct 2018
      Anonymous employee
      Fort Collins, CO

      Other Associate Financial Service Professional interview reviews for Charles Schwab

      Associate Financial Services Professional Interview

      22 July 2021
      Anonymous employee
      Indianapolis, IN
      Accepted offer
      Positive experience
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. The process took 2 weeks. I interviewed at Charles Schwab (Fort Collins, CO) in Oct 2018

      Interview

      Connected with a recruiter at a school event (small club meeting). Submitted resume via Handshake and completed application via a link sent by the recruiter. Completed a Virtual Job Tryout (skills and personality based test). Interviewed on campus a week after applications closed. Got a call back a week later with an offer.

      Interview questions [6]

      Question 1

      Why you are interested in the Financial Industry?
      1 Answer

      Question 2

      What about Schwab specifically appeals to you as the place you would like to start your career?
      1 Answer

      Question 3

      Describe a time you identified a client with a need and what did you suggest to them?
      1 Answer

      Question 4

      Describe a time when you had to deal with an irate customer and how did you respond?
      1 Answer

      Question 5

      What type of work environment do you like to work in?
      1 Answer

      Question 6

      Got asked about my previous intern experience at another financial institution and why I decided not to pursue a full time role with them.
      1 Answer
      1
      Easy interview

      Application

      I applied through an employee referral. The process took 2 weeks. I interviewed at Charles Schwab (Indianapolis, IN) in June 2021

      Interview

      The interview process consisted of an initial phone screening, a second phone interview, and then a Zoom interview. I completed my entire process within two weeks so it was very streamlined and expectations were clear.

      Interview questions [1]

      Question 1

      Describe a time when you had to deal with a difficult or upset customer.
      1 Answer

      Associate Financial Services Professional Interview

      20 Apr 2021
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Charles Schwab

      Interview

      applied online, 1 week later phone interview with recruiter, 1 week after that I did a interview through webx with a hiring manager (very genuine guy that treated the interview like a conversation) and then a few days later I was given I conditional offer and had to do background/credit/employment check which took 2 weeks.

      Interview questions [1]

      Question 1

      Tell me about yourself Why Schwab? Tell me about a time you had a difficult/angry client? What do you know about the SIE, Series 7, Series 63? Where do you see yourself in 5 years?
      Answer question
      3

      Associate Financial Services Professional Interview

      12 May 2021
      Anonymous employee
      Westlake, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Charles Schwab (Westlake, TX) in Apr 2021

      Interview

      I had three interviews, the last one with the hiring manager of the department I applied to. All three of the interviews were fabulous. Every person I spoke with was very kind. The last one takes about an hour. When selected for an interview with a hiring manager, you will receive an email with a lot of information about the position including videos. Watch them, read everything you receive. Look over the job description and prepare questions if you have any. If you're prepared, you will be ok.

      Interview questions [1]

      Question 1

      The questions are based on your past work experiences, situations and how you resolved previous issues.
      Answer question