I applied through other source. The process took 3 days. I interviewed at Charles Schwab
Interview
I was initially phoned after submitting a resume' and cover letter in response to an advertisement. We scheduled an interview for the same day, as that was the last day interviews were being conducted. The manager interviewed me for 30-45 minutes. Afterwards, an Investment Consultant who was a Series 8 BOM interviewed me for 15-20 mins. Neither interview was difficult and the questions were pretty standard.
Interview questions [1]
Question 1
I cannot recall any difficult or unexpected questions.
It's an 1hr interview with the Branch manager. Interview went will and involved few STAR based questions. Overall the vibes were positive. I would recommend it to anyone with strong interest in client outreach.
HR interview discussing experience and sales process.
Budget for the role was too low for me (£40k - £60k) but the recruiter was nice about it and asked to connect for more senior roles should they arrive
I applied through an employee referral. The process took 2 weeks. I interviewed at Charles Schwab (Red Bank, NJ) in July 2023
Interview
It was more of an introduction/phone interview and it went well. The Manager did a good job of explaining the role and what Fidelity can offer me. It felt more like a conversation, but we discussed my work history and what I was looking for in my next employment.
Interview questions [1]
Question 1
I was asked to explain my resume and what led me to this role.
