I applied through an employee referral. The process took 6 weeks. I interviewed at Charles Schwab (Newport Beach, CA) in Sept 2025
Interview
There are two interviews throughout the process. First was a phone call with a talent acquisition. The second interview is with the branch manager. Overall, it is a pleasant and quick process.
Interview questions [1]
Question 1
Be prepared to know about the role and Schwab as a company and how they operate
First Phone interview for about 30 min. And then another 30 min interview with the branch manager. Then if you make it past the first two interviews they discuss and see you make it and fit there “culture with the team”.
Interview questions [1]
Question 1
Why do you want to join the financial consultant academy and why Charles Schwab?
First round interview via phone call, final round zoom call with manager of academy and branch manager
answer 5 behavioral based questions in the S.T.A.R. format
maybe an hour in total
