Charles Schwab Interview Questions

7 total interview insight submissions
Interview Experience (48%)

The Interview Experience is a score from 1 star (very negative) to 5 stars (very positive) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.1
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (23%)

The Interview Difficulty is a score ranging from very difficult (red) to very easy (green) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. The higher the number, the more difficult the interviews on average. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more insights, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire data set.

2
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult
% Interns - FT Offers (73%)

The % of Interns Getting a Full Time Offer chart is meant to provide a realistic estimate of the hiring practices of the company based on the reviews at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to the simple company average and away from the average of the entire data set.

48%
  • 0%
  • 10%
  • 20%
  • 30%
  • 40%
  • 50%
  • 60%
  • 70%
  • 80%
  • 90%
  • 100%

Interviews at Charles Schwab

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Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Vice President
Year 2016
Job Title Vice President
Group/Division Generalist
Location New york
Experience
Positive
Difficulty
Average
1st Year Analyst
Year 2019
Job Title 1st Year Analyst
Group/Division Portfolio Management
Location Philadelphia
Experience
Negative
Difficulty
Very Easy
Financial Representative
Year 2015
Job Title Financial Representative
Group/Division Commercial Banking
Location Lone Tree
Experience
Neutral
Difficulty
Easy
Intern
Year 2015
Job Title Intern
Group/Division Investment Research
Location Chicago
Experience
Positive
Difficulty
Average
Intern
Year 2014
Job Title Intern
Group/Division Investment Management
Location San Francisco
Experience
Negative
Difficulty
Very Easy
Senior Consultant
Year 2014
Job Title Senior Consultant
Group/Division Investor Relations
Location San Francisco
Experience
Positive
Difficulty
Very Easy
Intern
Year 2014
Job Title Intern
Group/Division Advisory
Location Cleveland
Experience
Neutral
Difficulty
Average

Interview Questions & Answers - Charles Schwab Examples

Vp Interview - Generalist

Anonymous employee in New york
Interviewed: May 2016
Date Submitted: Feb 10, 2021
Outcome
Accepted Offer
Interview Source
In-person
Length of Process
Less than 1 month
Application
1 on 1 Interview
Background Check
Interview
Interview process consisted of meeting with branch manager, regional manager and team. Ask about sales process and for
Examples

Interview Questions
Tell me about a time a sales process didn’t go as expected
Sample Answer

Client Solutions Specialist Interview - Portfolio Management

Anonymous employee in Philadelphia
Interviewed: May 2019
Date Submitted: Jan 06, 2021
Outcome
Accepted Offer
Interview Source
Other
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Interview
Charles Schwab branch office so it was basically just the owner or the head advisor making all the decisions.
Interview Questions
He asked what would you do if you caught another employee stealing. Was definitely a little Uncomfy.
Sample Answer

Client Banking Professional Interview - Commercial Banking

Anonymous employee in Lone Tree
Interviewed: 2015
Date Submitted: Jan 02, 2016
Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
2-3 months
Application
Phone Interview
Interview
Applied online, in about a month I received an email with available dates and times for a first round phone interview. I had an initial screening phone call with basic questions such as "Why do you want to work here?", "What do you know about CS?". The second round interview was about a month later and consisted entirely of fit based questions. About 2-3 weeks after that I received an offer.
Interview Questions
How is working in a team beneficial to the overall vision of the company? Can you explain a time in which you had to work as a team in order to solve a problem?
Sample Answer

Fixed Income Interview - Investment Research

Anonymous interview candidate in Chicago
Interviewed: November 2015
Date Submitted: Dec 19, 2015
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Interview
Phone interview with HR, followed by another phone interview with the VP of fixed income. Expect a 45 minute call with the VP
Interview Questions
Why Schwab- Know their purpose and goals and tie your answers around that. Tell me about yourself- pretty easy to explain. Why Fixed income? Know a lot about it because they will ask some foundational questions on it. Walk me through your resume. Tell me your academic course load, favorite class/least favorite. They will talk about what they took. Ask questions on the process for interns, where you want to be located. How do you feel about working alone/in groups? Overall its a lot more behavioral based than anything.
Sample Answer

Summer Intern Interview - Investment Management

Anonymous interview candidate in San Francisco
Interviewed: November 2014
Date Submitted: Dec 26, 2014
Outcome
No Offer
Interview Source
Recruiter
Length of Process
Less than 1 month
Application
Phone Interview
Interview
I was referred to the recruiter at Charles Schwab and then had a phone screening scheduled. The recruiter had to change the screening date once but it was no problem for me. It was a very standard fit interview by the recruiter. She said I'd hear back in several weeks. Three weeks later I got a phone call as well as email notifying me that I was not selected to move forward.
Interview Questions
there really isn't any since it's done by the recruiter, not anybody on the team. So it was predominant behavioral. The recruiter wasn't energetic or excited.
There was not an unexpected question during the phone screening. Since the recruiter didn't have my GPA or anything, it was all fit.
Sample Answer

Senior analyst Interview - Investor Relations

Anonymous interview candidate in San Francisco
Interviewed: May 2014
Date Submitted: May 19, 2014
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Interview
Applied online and was contacted by a recruiter. Had a phone screen and the recruiter told me that the hiring manager's office will contact me for an in person interview. In person interview was easy. Met with option hiring managers separately. No technicals as it was investor relations. But the senior pv did ask me how to value a firm and what those formulas were. I talked about capm and Wacc.

Entirely fit
Interview Questions
Most unexpected question was actually none! Did not even ask behavioral questions. Was entirely fit with schwab and why schwab. Just have to know the company history and the company's philosophy which is to create a better future for the average investor. And why Main Street over Wall Street.
Sample Answer

Advisor Interview - Advisory

Anonymous interview candidate in Cleveland
Interviewed: March 2014
Date Submitted: Apr 15, 2014
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
Interview
Phone interview with only behavioral questions, takes about 30 minutes. After 3 weeks possible interview at branch location. Offer will be extended on site.
Interview Questions
What is your greatest achievement so far? And what have you gained from that experience? Explain......................
Describe a time you acted as a leader to others in a professional or non-professional setting and what was your action?
Sample Answer