I applied online. The process took 2 months. I interviewed at Charles Schwab (Phoenix, AZ)
Interview
The process took approximately 1.5 months. I found out about the position through my university's career services. After applying via Schwab's website, they will send you a link to assess your personality. A week later, I received an e-mail from a coordinator to set up a brief (3-5 minutes) phone interview. She wanted to know what I knew about the company and position and why I was interested in applying. You will know if you'll move on to the next round of interview because they will asked you to schedule a 40-50 minutes interview immediately after. I interviewed with the company's recruiter the following week. Be sure to know all you can about the company and the position. I did research by looking at their website and what other people are saying about them. I also looked at how their customers are rating them and what kind of complaints they have about the company's services/products so I can formulate appropriate questions for the recruiter to show that I'm well prepared. Also, study your resume if you haven't already done so because you will be asked plenty of questions about your education and previous experience. KNOW HOW TO ANSWER BEHAVIORAL INTERVIEW QUESTIONS (STAR method) and be prepared for follow-up questions. Have 2-3 questions to ask the recruiter! If you interview successfully, the recruiter will ask you to come into their office to take the SIFMA (a two part assessment which will gauge how likely you are to pass the Series 7/63 exams), which I did a week later. I was e-mailed a day later saying that I had passed. The recruiter called me the day after to set up an interview with 2 hiring managers. I interviewed the week after. I prepped by looking at the company's website (again), I Googled a SWOT analysis of Schwab to see what their strengths and weaknesses are so I am able to discuss the future direction of the company if necessary (this shows them that you are looking to work for them long-term even if you don't plan to). I met with a seasoned manager and a new manager who was promoted not long prior. They first asked me what I knew about the company and why I wanted to work with them. Then, for the next 30-45 minutes was spent on behavioral-style interview questions. They have a list of questions to pick from. Be sure to have specific examples "of a time when...." questions and what YOU did as a result. Always say "I" when answering these questions. Emphasize your ability to communicate and the love to help others as this is what they want in a potential employee. I turned the interview around by asking them questions about the company and position. A day later, the recruiter called to let me know that the managers would like to move onto the next process which is a background check. It takes about 5 business days. Everything checked out and I was offered the position.
I would recommend you go through all the Broker Trainee interviews posted on here and try to answer them as the majority were asked during the interviews. If you feel extra nervous about the interview, record yourself as if you were being interviewed. This will help you pick up any bad interview habits that you might not notice. Also, it will allow you to practice and assess yourself. Try being interviewed by friends, professor, or colleagues. The more prepared you are the better.
Interview questions [1]
Question 1
Phone/Person: Why Schwab?
Phone/Person: What do you know about the company?
Phone: Name a time you had to go above and beyond to help a customer.
Phone: Tell me a little more about your [experience at the last company].
Person: Tell me about a time when you had to get a group to to cooperate with what you are doing. Tell me about a time when you had to get a group, outside of your own, to cooperate. Tell me about a time when you had to explain a technical term to someone who was not familiar with it. Tell me about a time when you had to deal with a difficult customer and how you dealt with it.
SIFMA: I don't remember the exact questions, but be sure to study logic questions (multiple choice answers with a) necessarily true b) necessarily true but not false c) not enough info given [never the case] d) necessarily false but not true e) necessarily false) and financial-related math questions (stock split, return rates, rate comparisons, percentage, etc). Yes, you are required to add, subtract, multiply, and divide by hand. Approximately 26 logic questions (30 minutes given) and 27 math questions (1 hour given).
I applied through an employee referral. The process took 4 weeks. I interviewed at Charles Schwab
Interview
Phone screen, in person interview, drug screen, background check and then job offer. Very straight forward. If there’s a split decision about hiring you they will have a third part interview you.
Interview questions [1]
Question 1
Tell me about a time you received tough feed back? What did you do with it and how did you react?
I applied online. I interviewed at Charles Schwab (Lone Tree, CO) in Dec 2017
Interview
I applied for relationship specialist, got invited for a phone. during the phone interview, my recruiter referred me for the broker trainee position(financial consultant professional) she said I was a better fit for that position. The interview went well and I was invited for a second face to face interview the following week. On getting there I realized it was sort of a group interview. all the hiring managers were in the room with us(about 15 applicants) they talked about the job requirements, what to expect if we got hire; they also talked briefly about benefits. after that they divided us into 2groups. first group went on a tour while 2nd group(my group) went for the interview. some people were interviewed by two managers ; I was interviewed by one manager . during the interview; the one thing he stressed on was passing of the series 7&63. the interview was about 1hour in total.
Interview questions [1]
Question 1
tell me one time when you had to deal with a difficult customer.. be very specific with details and how did you handle it?
what was the most difficult criticism you ever received from your boss?
I applied through an employee referral. I interviewed at Charles Schwab (Austin, TX)
Interview
I had an employee referral opportunity, One phone interview asking basic questions such as, Customer Service and Scenario based questions. After that was the in person interview with two hiring managers that ask questions about your knowledge of the company trying to gage your enthusiasm. Be sure to look up exam based material, such as Questions, Time of Test, Etc... It was about a 2 hour interview asking questions about customer service examples and providing them with detailed descriptions of those examples( helps if you want to show your interest) I received an offer a couple hours after the interview and now going through a vigorous background check, UA drug test through third party company. I really enjoyed the staff and hiring managers, They were very hospitable and allowed me to bring thought upon my questions. High recommended employer!
Interview questions [1]
Question 1
Describe a time you went above and beyond for a customer?