Getting an Interview
Getting an Interview
Interviews for Top Jobs at Edward Jones
- Financial Advisor (257)
- BOA Branch Office Administrator (54)
- Financial Advisor Trainee (36)
- Financial Advisor Trainee (FACD) (17)
- Financial Advisor PASS Associate (9)
- Intern (9)
- Branch Office Administrator (4)
- Team Leader (4)
- Investment Representative (4)
- Administrative Assistant (3)
- RDP Associate (3)
- On-Call Branch Office Administrator (3)
- Insurance Service Specialist (2)
- FA (2)
- Product Specialist (2)
- Branch Intern (2)
- Helpdesk (2)
- Edward Jones Financial Advisor (2)
- Rotational Development Program (2)
- Investment Banking Analyst (2)
- Portfoio Manager (1)
- Mutual Fund Specialist (1)
- Trainee Financial Advisor (1)
- Edward Jones FA (1)
- Financial Advisor Career Development Program (FACD) (1)
- Senior Branch Office Administrator (1)
- Accountant (1)
- Accounting (1)
- Summer Analyst (1)
- Summer Intern (1)
- Accepted OfferPositive ExperienceEasy Interview
I applied through an employee referral. The process took 4+ weeks. I interviewed at Edward Jones.
Hiring process was very in-depth and took quite a while. You have to fill out a lengthy application and give very detailed information about personal financials, past bankruptcies, etc. If you have outside employment (which I do) you have to supply tax records, and give detailed information about your other employment. They are very particular with who they hire, which is understandable given the type of work you are doing with people's money.
- How would you handle an irate client? Answer Question
Helpful (3)Accepted OfferAverage Interview
I applied online. The process took 2+ months. I interviewed at Edward Jones (Montgomery, AL).
The process is time consuming and you need to pass a background check.
- No Offer
There were a few basic questions and I had to submit a resume. Never heard anything back from them unfortunately.
- Accepted OfferPositive ExperienceDifficult Interview
I applied in-person. The process took 3 weeks. I interviewed at Edward Jones in September 2013.
There was two interviews. The first was to try to see how well we would work together and get along. The second was a more rigid interview where I was asked a series of situational based questions, i.e. tell me a time when you........
- I don't think there was ONE question that was the most difficult, they were all somewhat difficult if one is not prepared properly. Answer Question
Helpful (8)Accepted OfferPositive ExperienceEasy Interview
I applied through an employee referral. The process took 6+ weeks. I interviewed at Edward Jones (Kansas City, KS) in August 2013.
I went through a phone interview with the corporate office, then they matched me with a Financial Advisor who had an opening. I interviewed two or three times with that FA and was offered a job at the final interview. It was pretty easy, just a two-way discussion, where I stressed what I could do and that I had a strong work ethic and am dependable.
- It was a pleasant interview. I do remember being asked to recall an uncomfortable situation with a previous employer and relate how I dealt with it. I did so, and the FA seemed to be satisfied with my answer. Basically, the work is not that hard, especially if you know anything about the financial markets (stocks, bonds, mutual funds, etc). You need to be detail-oriented so that you stay on top of everything, and you should have a good personality and certainly a professional appearance because you will be dealing with clients. It is important that the clients like you and trust you, because they are the reason we come to work every day. With any luck, you will develop warm relationships with many of those clients. You are the face of the office, the first person they talk to when they call and the first person they see when they come in. You can make a real difference in how they perceive their EJ relationship. So the interviewer will be looking for someone who can make that good first impression and make clients feel welcome. 1 Answer
- No OfferDifficult Interview
I applied online. I interviewed at Edward Jones in August 2013.
Applied for a BOA position. Got a call the next day from HR wanting to set up a phone interview. A phone interview was set up for 3 days later. Initially the rep is simply going over your resume, She next asked a series of "tell me a time when" questions. Approximately 6 question. The interview took about 30mins. She said she would pass my info on to the FA. Never heard back from a FA tho so not sure if even after you do well with the intial phone interview its still up to the FA to call you or if instead unbenounced to me the phone interview didn't go well.
- Lots of questions regarding "Tell me about a time when....." Answer Question
Helpful (2)Accepted OfferPositive ExperienceEasy Interview
I applied through an employee referral. I interviewed at Edward Jones.
Very detailed interview and hiring process. You can be assured that they do a full back ground and criminal record check on you. As irritating as it is, I feel safe knowing how they look into all aspects of your life before they hire anyone
- I don't remember it's been so long...but it was a huge pain to find out where to get fingerprinted. Answer Question
- No OfferNegative ExperienceAverage Interview
I applied online. The process took 5 days. I interviewed at Edward Jones in April 2013.
I sent my resume and cover letter to Edward Jones, and was contacted via email about five days later that they wanted to set up an interview with me. I had to log in and schedule my interview time, and then I was given a link to an online application. The application was extremely long and detailed, and I had 24 hours to fill it out before my phone interview. I was then contacted via phone around my scheduled time. The interviewer was much like a robot, and asked me a series of situational questions such as "How would you handle a difficult customer?" and so on. It does require you to think on your feet, but is not much different from a regular interview. It lasted about half an hour. I wasn't offered a face-to-face interview, but I'm rather happy about that, as I found their process long and drawn out.
- Give me an example of when you had to anticipate a problem and what was the outcome? Answer Question
Helpful (8)Accepted OfferPositive ExperienceAverage Interview
I applied online. The process took 4 weeks. I interviewed at Edward Jones.
Phone interview with Headquarters staff to determine applicant has suitable criteria based on hard copy application submitted online. Application is then passed to Financial Advisor and interview process begins and could take several weeks or over a month. Background check and finger printing paid for by firm when offer is made by firm and accepted. Little to no negotiating room with firm on salary, benefits, etc. Very standard administrative skill set.
- You may get a "BOA Hiring" rep that wants to impress you with how important their job is by pretending the position requires a high degree of skills, but know the interview process is relatively easy to prepare for by being straightforward and honest with your work history. Otherwise, there may be the usual 'dumb' questions because the financial advisor wants to impress you with their business acumen. If so, run quickly from the office. as the position is strictly administrative with some very 'scripted' marketing that is wholly dependent upon the advisor. There is plenty for the branch office administrator to do every day - in some ways, the job never ends. However, it is not difficult work, it is not dirty work, and it is not heavy work. It is repetitive, administrative, and highly regulated; it is a solitary position with lots of time spent working with the financial advisor doing whatever is asked of you to do to get clients into his/her office. You are expected to be in the office every day from beginning to end, expected to do every aspect of a marketing event from soup to nuts on a shoestring budget, you will earn your paycheck and not much more, you will get benefits and their value is worthy in today's employment climate. Don't forget - it's just a job. Answer Question
There is none. Take it or leave it.
Helpful (2)Accepted Offer
Phone interview with HR. Background check. Personal Interview with local individual.
- All questions required a past situational response. Answer Question
Take it or leave it.
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