Glassdoor users rated their interview experience at Charles Schwab as 100% positive with a difficulty rating score of 1.5 out of 5 (where 5 is the highest level of difficulty). Candidates interviewing for Advisor Services Representative and Banker rated their interviews as the hardest, whereas interviews for Advisor Services Representative and Banker roles were rated as the easiest.
The hiring process at Charles Schwab takes an average of 3 days when considering 2 user submitted interviews across all job titles. Candidates applying for Banker had the quickest hiring process (on average 3 days), whereas Banker roles had the slowest hiring process (on average 3 days).
Completely behavioral, talk about your resume, etc. Be ready to get in depth with your resume. Interview lasts for around 60 minutes, had two recruiter screenings beforehand. Overall good experience.
Why do I want this job, why do I want to take FINRA tests/get certifications. A couple behavioral questions.
The recruiter let me know I would know whether I would be moving on with the hiring process at the end of the interview. At the end she let me know I would be hearing back to set up the second interview in the next day or two. Two days later I got a rejection email. Honestly this was rather surprising and unprofessional for a company that prides itself on customer service.
Interview questions [1]
Question 1
Describe a time when I conversation with a customer did not go well and how did you turn it around.
I applied through an employee referral. The process took 2 weeks. I interviewed at Charles Schwab (Omaha, NE) in June 2026
Interview
She just asked if I had interviewed with them before and if I had sales experience. She wasn't very friendly and approachable but was professional. It was a phone interview so couldn't judge her based on her reactions, but she had a poker face voice so I found it difficult to gauge it.