Edward Jones

  www.edwardjones.com
  www.edwardjones.com

Edward Jones Financial Advisor Trainee (FACD) Interview Questions

Updated Oct 31, 2014
Updated Oct 31, 2014
7 Interview Reviews

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Financial Advisor Trainee (FACD) Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Application Details

I applied online. The process took 2+ monthsinterviewed at Edward Jones.

Interview Details

I interviewed a couple times.
The first Interview was over the phone and it was behavioral questions.
The second interview was face to face and they were situational. What would you do if a client did this etc.
The third interview was again over the phone and it was based off of my branch plan.
The final process was the financial advisor assessment. For 3 hours you are a financial advisor at a made up branch. Your basically handling all the pressures a Financial Advisor goes through daily. I have to say although I think it is great because it allows the interviewee to see if this is something they really want to do or not. They put more in 3 hours that I have actually seen go on.

Interview Questions
  • It is important you know how to build credibility and break the ice in initial contact.   Answer Question
Declined Offer
Negative Experience
Difficult Interview

Other Interview Reviews for Edward Jones

  1. 1 person found this helpful  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    The interviewing process is extensive and consist of 10 steps. 3 interviews, 1 Business Plan, and 1 simulation (the day in the life of a financial advisor). They are about to invest $75k in training if you receive and offer so they want to make sure that you are a good fit for the company and that the company is a good fit for you. They really care to see you succeed so they won't hire just anyone.

    Interview Questions
    • The day in the life of a financial advisor was the most challenging part of the interview process because you are tested on your customer service skills, communication, networking, organization, and planning.   Answer Question
    Negotiation Details
    There is no negotiating.
    Accepted Offer
  2.  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

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

    Interview Details

    I did the Financial Advisor Internship this past summer. During which, I completed my Business Plan and Door knocking/Face-to-Face Contacts. These are important parts in the normal hiring process. For the Business Plan I got help from as many FA's as I could because you really aren't expected to know most of the goals for the Assets Under Management, Commissions, etc.

    After the internship I was invited to reapply for an FA position. I had to go back and give them my employment history for the past 10 years. They will check on each one, so hopefully you saved your W-2's if they ask.

    Next, I met with an FA at their office and went through an interview. The FA's that interview you are not going to try to stump you. They are only looking for your past (specific) experiences, and how much you really want the job.

    About a week or two after I had an interview with Talent Acquisition. It lasted about 60 minutes and I wasn't thrown anything that I wouldn't be prepared for. They didn't really go over much of the Business Plan either. They then invited me to schedule the infamous Day-in-the-Life Assessment.

    I'm not sure I can really say much about the DILA. It is a demanding, 3 3/4 hour process that just tries to see how you interact with clients, supervisors, and coworkers. Just don't let them get to you, they're actors. I thought I did horribly, but I found out I did very well as I got an offer the following day. Excited to begin! Good luck!

    Interview Questions
    • Tell about a time when you were part of a team and one of the team members wasn't performing as well as you expected.   View Answer
    Negotiation Details
    No negotiation.
    Accepted Offer
    Average Interview
  3. 3 people found this helpful  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate in Fort Collins, CO
    Anonymous Interview Candidate in Fort Collins, CO
    Application Details

    interviewed at Edward Jones in July 2014.

    Interview Details

    Very detailed and thorough. Edward Jones seems to be very selective and has a very good idea of the candidates they are looking for. The hiring process is very lengthy, but there is someone that you keep in touch with and he or she will keep you updated along the way. Excellent communication throughout the process.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
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  5.  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

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

    Interview Details

    All in all, you will complete a 10-step interview process. First you will submit your resume and application, then you will be invited to apply further, answer some pre-interview questions, phone interview, in-person interview (step I just currently passed), survey and business plan, phone interview, and then day in the life assessment.

    Interview Questions
    • I didn't find the interview questions to be difficult, just be sure to be prepared about specific examples...Situation, Action, Result are the types of responses they are looking for.   Answer Question
    No Offer
    Positive Experience
    Average Interview
  6.  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at Edward Jones.

    Interview Details

    To long of a process,

    Interview Questions
    Reasons for Declining

    Very pushy to accept offer

    Declined Offer
    Difficult Interview
  7.  

    Financial Advisor Trainee (FACD) Interview

    Anonymous Interview Candidate in Saint Louis, MO
    Anonymous Interview Candidate in Saint Louis, MO
    Application Details

    I applied through an employee referral. The process took 4+ weeksinterviewed at Edward Jones in May 2012.

    Interview Details

    You go through an initial phone interview with a regular HR person. Then you have another phone interview with an FA recruiter HR person. After then they will schedule a face to face interview with a high level FA in the area around you, to see if you have what it takes. Finally when you pass that, they will send you a sample marketing packet. You will have to create a mock business plan ( I suggest becoming friends with a local EDJ FA for help), and participate in their business building activity. Which is going door to door asking people to do a business survey with you. They do this to see if you are comfortable going door to door to build your business.

    Interview Questions
    • Questions are pretty basic. One that threw me off was. If someone at the door asked you what a hot stock was, what would you say?   View Answer
    Negotiation Details
    No negotiations, salary is set.
    Accepted Offer
    Positive Experience
    Easy Interview

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