Edward Jones Financial Advisor Interview Questions & Reviews
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Updated May 22, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 85 ratings 
“Average” Interview
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Interview Experience [?] Based on 85 ratings
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| 1–10 of 85 Edward Jones Interviews | Sort by |
Financial Advisor at Edward Jones
Posted May 22, 2012
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2.0
Easy Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Mar 2012 (took 5 weeks)
Relatively easy interview. I found the HR staff very professional, friendly and positive. Had a phone interview first, followed by a background check. Survey activity, which involved in-person door-to-door surveying was the next step of the hiring process. After completing that, an in-person interview at the head office followed.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a Phone Interview, a 1:1 Interview, a Skills Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Edward Jones
Posted May 8, 2012
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3.0
Average Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed May 2012 (took 2 weeks)
I was under the false pretense that there were positions for this job in NYC. After completing the phone interview, which took 3 times to reschedule on their end, I was informed that I would not be able to work in the city.
Interview Questions
Reason for Declining
They said I would have to go to Missouri for 6 months for a training program. I would have to pay for room and bored over the duration. As well as the fact that I would not be able to work in NYC.
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Edward Jones
Posted May 7, 2012
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Mar 2012 in Phoenix, AZ (took a day)
I went to a job fair and talked with an Edward Jones talent acquisition specialist. After talking with them and leaving my resume, within 48 hours I was contacted by email with an offer to apply. I applied online which turned out to be a detailed application of background and work history. Upon completion of the online application within 48 hours I was contacted by email once again and offered a phone interview. The phone interview was a series of behavioral and situational questions. Immediately after the interview the interviewee offered me an opportunity to do a face to face interview which is where I am currently at in the process. I am finding this website to be a valuable resource in my preparation for my face to face interview.
Interview Questions
Negotiation Details
I have not reached that phase yet.
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Edward Jones
Posted May 1, 2012
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4.0
Difficult Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Apr 2012 (took 6+ weeks)
Let me start off by saying that I went after the Financial Advisor position with Edward Jones with a great deal of passion and interest in pursuing this as a long-term career, I have a 4-year degree in Business and had a genuine connection with EJ personal approach as a business model.
I was first introduced to the hiring process through a couple of phone calls with some very friendly local employees who were eager to help me get in touch with the right person to start-off. So, the process begun:
1) Complete brief Online Profile to introduce you as a candidate
2) They e-mail you and ask you to complete an Online Application and lengthy 10-Year Work History Report in which they contact every employer that is listed
3) Scheduling is e-mailed to you for a Phone Screen Interview with a HR Reporesentative in their home offices. The phone interview is about 45 minutes long and they go over your work history, ask you for a plethora of examples on your effectiveness in previous jobs as well as some behavioral based questions.
4) You are then invited to a 1:1 Face to Face Interview with a veteran Financial Advisor. Mine was scheduled over an hour drive from my house and lasted over 2 hours where the first half is more behavioral based questions (repetitive) and second is the FA giving you their run-down of the business and company, overall seemed fairly normal as remember I have a high desire to pursue this career opportunity which I continually voiced to the company.
5) Now, get excited because you are invited to complete a Survey Activity and a Business Plan that you have one week to complete:
The survey activity consists of going door-to-door to residential AND small businesses and asking a series of 7-8 questions from a script that is provided for you, in the end, making you believe that you are trying to receive leads (the persons name and phone number with permission to call them again).
The business plan consists of nine questions where they ask you to quantify your calculations of how you will perform in your first two years as an advisor, break down each day of the week and how you will approach it, as well as some general questions where you provide an example of your approach to building your business. You then submit these completed activities which take over 10 hours or at least two full days of work to complete. I submitted mine a day early in order to provide a good impression and was called two days later asking if I was going to complete it... It was found a minute later in their JUNK folder.
6) Then, you are e-mailed again to schedule another Phone Interview with a different hiring manager! I figured this one would be a little different then the typical behavior based "tell me about..." type of interview as remember, I have over 6 weeks invested in this process at this point providing them with all the information that was asked. I was wrong, the interview started off by them questioning why I am choosing Edward Jones and they are concerned in my interest to pursue this career. I then had to re-iterate much of my reasoning and follow that up with more behavioral based questions and they did not bring up my survey activity, or business plan ONCE which leads me to believe that it was not even looked over prior to speaking with me. The interview lasted about 40 minutes and concluded that they will get back to me within 48 Hours with a decision after careful review of everything up to this point.
YES, FINALLY A DEFINITE RESPONSE AFTER ALL OF THIS.
7) 48 Hours go by, no phone call. So, on the 72nd hour I decide to contact both phone screeners that I spoke with and leave a voicemail following-up (no answer). Ten minutes after I leave a voicemail for my final interviewer I receive an e-mail from her with a generic response saying that the position is not for everyone and their are other candidates more suited for success and they can no longer consider moving me forward. DONE. No reasoning, no follow-up phone call just a generic e-mail.
I am posting this because I referenced this forum a couple times in order to familiarize myself as I went through the process and I always kept a positive outlook. I urge you all to do the same, but in my case, weeks of my time were invested and it resulted in a very negative and cold outcome on behalf of Edward Jones.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview and a Skills Test.
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
Financial Advisor at Edward Jones
Posted Apr 27, 2012
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2.0
Easy Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Jan 2010 (took 6+ weeks)
The interview process is very easy. You do the run of the mill tell me about a time when story. they place you in a few hypothetical situations to see how you would handle it. All in all, not that difficult
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Personality Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Edward Jones
Posted Apr 8, 2012
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Mar 2012 in Austin, TX (took 2 weeks)
There was a lot of information to review and a lot of events they wanted you to attend. I was called by three different people.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Edward Jones
Posted Apr 4, 2012
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Feb 2012 (took 2 weeks)
Interviewer lacked interest in the call, and she was very difficult to understand.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Edward Jones
Posted Feb 17, 2012
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4.0
Difficult Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Jun 2010 in Saint Louis, MO (took 6 months)
Company had an opening internally and I applied and was later hired.
Interview Questions
Negotiation Details
very striaghtforward
Other Details
The interview consisted of a Phone Interview and a Group/Panel Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Edward Jones
Posted Feb 16, 2012
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Feb 2012 (took 4 weeks)
Initial phone interview asked about what I liked in my current position; what did I not like; why did I want this position with Edward Jones; what were some of the issues that were a concern.
They also asked specifically whether I understood how many people I would have to contact in a single day when I begin my work: 125 people per day.
Interview Questions
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Edward Jones
Posted Jan 30, 2012
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Mar 2010 in Seattle, WA (took 3 weeks)
Several layers of tele interviews + background checks and personality tests. Easy and straightforward but they are selective. 1:1 interview only after you go out and complete a prospecting activity.
Interview Questions
Negotiation Details
N/A
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview, a 1:1 Interview, a Personality Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
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