Getting an Interview
Getting an Interview
6 people found this helpful
Financial Advisor (FACD) Interview
I interviewed online. The process took 3 months - interviewed at Edward Jones.
I have been through and received offers from some of the top companies in my career: ING Investment Management, Teach For America and Google. Without a doubt Edward Jones is the hardest, longest and most demanding.
The interview process started with a basic phone screen interview. Using the STAR method will be very helpful at this stage. Second is an in-person interview with a financial advisor, it should be very similar to the first one. Make sure to make eye contact and prove that you are able to create and maintain relationships. The third is a survey activity and business plan. Here you will need to get the names and numbers of at least 25 people and have them answer a few questions. At first this was a challenge for me but if you want to succeed in the business you will have to get over the initial uncomfortably and push through. For many this is the hardest part. As far as the business plan portion make sure that your numbers and estimates make sense and that you can back them up.
After that stage you will have another interview concerning your survey and business plan. This should also be a straight forward STAR type interview. They may also ask you to clarify a few points on your plan. Lastly if all is successful you will be invited to the day in the life assessment. Here, you will have four hours to act as an advisor. You will answer calls, schedule meeting, and deal with issues that an actual advisor would have to go through.
You are judged on your ability to multi-task, create and stay on a schedule, discipline, communication skills and your ability to take rejection. For this part, create a strategy! Make sure you plan out your day and take action by calling as many clients as you can.
Though this process is long and hard it allows you to actually get a sense of what its like to be in this field and I am glad I am joining a firm that went through such a rigorous process. The skills that you learn through the interviewing process will certainly be needed once you are hired.
I hope this review helps! Best of luck.
- The most difficult was the "day in the life assessment" you will be asked to call fictional people and convince them to set up an appointment. View Answer
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