Edward Jones

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Edward Jones Edward Jones, Financial Advisor Interview Questions & Reviews

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Average Interview

Edward Jones, Financial Advisor Interview

Edward Jones, Financial Advisor
Downingtown, PA

The process took 2+ weeks - interviewed at Edward Jones in December 2010.

Interview Details – I was referred and recommended by advisors currently employed with Edward Jones. I have not yet completed the interview process. The interview process that I have experiences so far has been a positive one. I am entering into the field for the first time, with no prior FA experience after being a homemaker for the past 10 years. I have high hopes with Edward Jones after much research and discussion with many FA's and colleagues of FA's with Edward Jones and other companies. I have been told by FA's from other companies that Edward Jones is a wonderful place to work and that it is the best place to go for the training offered and the ability to grow within the company. Based on growth and performance, there would eventually be options for partnership and a great reward program based on your goals being met.

Interview Question – How do you handle rejection?   View Answer


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Accepted Offer

Neutral Experience

Average Interview

Edward Jones Financial Advisor Interview

Edward Jones Financial Advisor

I applied online and the process took 2 months - interviewed at Edward Jones.

Interview Details – The initial experience begins with an online application and submission of resume. From that point the application is reviewed and I was sent an invitation to fill out another online application. After that I was contacted by a recruiter who sent me a pdf packet of the process and what to expect. I was also scheduled for a phone Screen. Note that the sample salaries listed are based off of a three year average income of 90k.

The phone screen is a basic interview with situation specific questions. ie) Tell me about a specific time when... and ask questions about Edward Jones.

After the phone screen I was scheduled for a face to face interview in a branch office. That interview is conducted from a packet of questions and a financial advisor. The advisor writes the answers down below each question. The face-to-face interview has more "tell me a time" type questions. This is a great time to ask the adivsor about his opinion of the job.

After the face-to-face interview a background check was completed and I was asked to complete a business plan and do a trial run door-to-door surveying. This is vital as EJ business model is based off of building a business through door to door prospecting. I was given a week to complete the business plan and survey activity.

Edward Jones actually followed up on the background check. They called my previous employers and I was required to send paystubs and tax returns to verify employment with my current employer since I didn't want them contacted.

After this step there is another phone interview. Quite the same as the other interviews. They discuss the business plan and survey activity as well.

At this stage your I was in regular contact with two recruiters and was scheduled for a 4 hour "day in the life" assessment. The assessment is a fast paced simulation of a day as a FA. I had to deal with branch problems, client complaints, compliance issues, and still find time to follow up sold and unsold clients via phone and email. If you don't have phone/sales experience this could be rough. Immediately after the assessment I was questioned on my opinion of the experience and things I might have done differently.

A couple days later I was contacted by phone and told they were pleased with my performance and I would be receiving an offer in the next 48 hours.

Total process took about 2 months. It could have gone faster, but there were some scheduling conflicts. They were very east to work with regarding scheduling.

Interview Question – The interview questions were pretty standard. Tell me about a time when.....and how did you.....   Answer Question

Negotiation Details – Negotiation was frustrating. Contact didn't have decision making power.

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