Edward Jones Interview Questions

Updated Apr 20, 2015
255 Interview Reviews

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  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Scottsdale, AZ
    Accepted Offer
    Positive Experience
    Accepted Offer
    Positive Experience

    Application

    I applied online – interviewed at Edward Jones (Scottsdale, AZ) in April 2015.

    Interview

    It's a 10 step hiring process and this review is based upon the phone screen, just prior to the formal interview. Interview questions were formal, inclusive of also a little bit of small talk.

    Interview Questions

    • Talk about an accompaniment you had, and describe the steps you took to get there, and the outcome.   Answer Question
  2.  

    Financial Advisor Interview

    Anonymous Employee in San Diego, CA
    Declined Offer
    Positive Experience
    Average Interview
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 3 weeksinterviewed at Edward Jones (San Diego, CA) in March 2015.

    Interview

    Met at a recruiting meeting for multiple candidates. Very informative. Supportive atmosphere and other FA's were very open to answering questions. After this, you can send in a resume to be reviewed. If you meet the requirements, you are invited to do a phone screen, followed by a face-to-face with a FA in the region. The next round involves talking to another recruiter on the phone, followed by one more 4-hour interview in the field.

    This is only the first phone screen portion.

    Interview Questions

    • Why Edward Jones? Why am I a good fit for the role? Describe a specific time when you had to explain something complicated to another person, and how did you go about it?   Answer Question
  3. Helpful (4)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Nowhere, OK
    Accepted Offer
    Positive Experience
    Difficult Interview
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 8 weeksinterviewed at Edward Jones (Nowhere, OK).

    Interview

    Very detailed.

    I'm a customer and clicked on the job tab while looking at my account sent a note, and was quickly contacted by a recruiter.

    After a few questions with a recruiter, I was sent a tab to apply on-line. Again, a quick note saying that they liked the initial information and I was invited to continue. I was also invited to a recruiting event that I did attend and enjoyed!

    Overall, I went through several steps including on-line applications, face-to-face interview with a local advisor, a telephone interview with a recruiting manager, and a "Day in the Life" simulation.

    About an hour after completing the "Day in the Life" simulation, I was called and told that I passed and an offer would be extended within a few days.

    I received the offer and I was happy with it. I'll be making far less this year than I have in years in my former career due to the training period but the earnings potential once a "go live" date is given is limited only by myself.

    From first contact to the offer being received was about 8 weeks.

    Interview Questions

    • Nothing really unexpected or anything that I haven't been asked before. The "Day in the Life" had a few curves thrown at me but I won't pass that on as I'd like to protect the integrity of the exercise.   Answer Question

    Negotiation

    No negotiation. They base your stripend if you are new to the industry on previous pay history.

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  5. Helpful (6)  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 4+ weeksinterviewed at Edward Jones.

    Interview

    I have been through the phone screening portion of the Edward Jones Financial Advisor hiring process. It was pretty simple and straight forward if you are following the interviewing basics; know the company you are interviewing for, know your resume, and have some intelligent and genuine questions ready. Its designed to be a 45 minute phone call, my particular conversation went on over an hour due to some of my questions regarding the FORCES program. The interview was professional and attentive. My next step in the process is the formal sit down interview. I will update as I go through the process.

    *UPDATE: I have just had my sit down interview. It went really well. Its a beefed up version of the phone screening; they asked you the typical "What did you do in this certain situation" and so on...STAR format. He asked the same questions relating to the nature of the job as they did on the phone screening. Overall it was a typical interview...just make sure you have examples ready for those random interview questions. Also make sure you understand what this job is and how hard it can be to start out. Also have some intelligent questions ready for the end of the interview.
    After I completed the interview, we shook hands, exchanged pleasantries and I left. I couldn't read my interviewer on how I did...BUT...after fretting for a long 20 mins I got a call from my phone screener and was invited to move on the the next step...the business plan. Movement! Anyways, almost everything on the business seems self explanatory, except for one part that wants you to talk about numbers. I plan on reaching out to some FAs I know about this.
    I will keep updating this.

    Interview Questions

    • This isn't a difficult question, but they asked if you understand what the job entails...that is...going door to door building your books and so on. She asked me many times if I understood this and how difficult it may be. I would recommend linking up with a current FA before the phone screening, it gives more strength to your claim that you understand what the career entails.   Answer Question
  6. Helpful (1)  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Difficult Interview
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through an employee referral. The process took 2+ monthsinterviewed at Edward Jones in January 2015.

    Interview

    Very intense interview process. Started out with a referral from another FA I knew, and had a phone interview, an in-person interview, business plan, another phone interview, and the horrendous 4 hour "Day In The Life" exercise. Just plan on not performing well for that. Questions were typically about how I could see myself in various situations, and how I envisioned the FA role at Edward Jones. Overall, the communication throughout the process was great, and everything was smooth going. Ended up with an offer I couldn't say no to.

    Interview Questions

    • The 4 hour exercise was by far, the most challenging. Can't really prepare, just study the material they give you and have a sales pitch ready for cold calling.   Answer Question

    Negotiation

    No room for negotiation.

  7.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Norfolk, VA
    Accepted Offer
    Positive Experience
    Difficult Interview
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 2+ monthsinterviewed at Edward Jones (Norfolk, VA).

    Interview

    The hiring process was a very long and drawn out process, but after seeing what retention ratios are in the industry can see why they require it to be so long. It ended up taking me almost two months to go through the process, but what I really like was that employees would reach out to you and help you out along the way

    Interview Questions

    • What experience in your past makes you good for helping a difficult client who has lost money in the market.   Answer Question

    Negotiation

    There was no negotiation on salary due to the program I qualified for.

  8.  

    Declined Offer
    Positive Experience
    Average Interview
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. The process took 2+ monthsinterviewed at Edward Jones.

    Interview

    met personnel at recruiting event; emailed resume and why my qualifications at the time made me a great fit for the position; set up a phone interview; few weeks later went in for face to face with panel; came in for second round the following week; got offer contingent on completion of business plan; background check and HR took about another month for me to get hired

    Interview Questions

    • What is the black scholes model equation and what are 3 assumptions of the model that make it ineffective in options trading   Answer Question

    Reasons for Declining

    Better offer elsewhere

  9.  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Employee in Saint Petersburg, FL
    Declined Offer
    Positive Experience
    Declined Offer
    Positive Experience

    Application

    I applied through an employee referral. The process took 2 weeksinterviewed at Edward Jones (Saint Petersburg, FL) in December 2014.

    Interview

    I met with the head recruiter for Southwest Florida. I spoke with him about Edward Jones and what they had to offer. After learning more about the company, from both the recruiter and financial advisors in my area, I decided that this company was not for me. Overall, I had a good experience with them. I just do not see myself as an Edward Jones Employee.

    Interview Questions

    • After your training, if you were offered a higher salary from a competitor, would you accept?   Answer Question
  10.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Difficult Interview
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through an employee referral. The process took 4+ monthsinterviewed at Edward Jones.

    Interview

    Phone and in person interviews, background check, business plan, job simulation, drug test etc. It was important to think ahead of time about my accomplishments and describe them in terms of how they made a difference, found new business and generated revenue/profits for my prior employers. This is especially important when you are changing careers, you have to be good at demonstrating how the things you learned and accomplished in a different field apply to the self-managing, 'think like a business owner' scenario of being a Financial Advisor.

    Interview Questions

    • I was asked specifically how I would build my business because nothing is automatically given to a new FA, you have to create your own success and be willing to knock on doors.   1 Answer

    Negotiation

    There is a set salary from the beginning, and this comp plan for new hires has gotten better and better since the time I joined the firm.

  11. Helpful (3)  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 3+ monthsinterviewed at Edward Jones.

    Interview

    I initially applied in January and first had contact with someone by phone. I then had another phone interview and then a face to face interview in the area where I would be located at with another financial advisor. I then had a computer related test "Day in the Life of a Financial Advisor" is what it was called. Very basic but this is where most people wash out at from what I've heard.

    Interview Questions

    • Doing the computer related part of the interview is where most people wash out at.   Answer Question

    Negotiation

    Wasn't really a negotiation phase. They offered a base salary plus commission and I was satisified with that.

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