Charles Schwab Corporation Mock Interview
Master 35 Charles Schwab interview questions covering client service, financial acumen, and regulatory knowledge.
Question 18 of 35
When you suffer a setback in your portfolio, how does that emotionally affect you?
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Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
Working in wealth management, you'll want to think three moves ahead. Securing a strong client list requires maintaining it while always prospecting for new clients. One must always prepare for that bump in the road when you lose a client, making sure you are always lining new work up. For this reason, the interviewer at Charles Schwab Corporation would like to know if you prepare for the ups and downs of the industry or if you are more reactionary, cruising along and taking your position for granted. Discuss your emotional approach to your work while sharing how you are proactive.
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"As a commission-driven Financial Advisor, I am competitive with myself and my past performance and hyper-targeted when achieving my goals. I become internally frustrated when I do not meet my goals or a 'done deal' with a client falls through. When this happens, I do a rundown of what I could have done differently, trying to pinpoint where things could have gone wrong. I aim to learn from the situation so it doesn't hold me back again."
Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.
"I allow myself a moment to be frustrated when a setback occurs, but never in front of a client or colleague. I am very good at keeping my cool and maintaining positive energy. I've lost clients before from what I perceived to be closed business, and it sometimes hurts, especially financially; however, I never let a situation like that hold me back. Setbacks fuel me to work even harder the second time around."
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