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Edward Jones Interview Questions & Reviews

Getting the Interview  245 Interviews

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Interview Experience  233 Ratings

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245 interview experiences
Updated May 15, 2013
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Financial Advisor at Edward Jones

Accepted Offer – Interviewed in Wayne, NJ Apr 2012 – Reviewed May 15, 2013 New

Interview Details – About 2-3 Phone interviews that take an hour each typically.
I started the process by walking in to existing FA's office asking about the career and if he liked the company. That started the process for me. I think this is better than applying online initially. The FA gets credit for recommending you and I believe it may help the process and perhaps expedite the process.
You do have to complete an online detailed application.
Need to get fingerprinted.
Entire process probably takes about 2 months before they extend an offer of employment.
People doing recruiting or interviews are very nice and pleasant.

Interview Questions

  • Why do you feel you can be successful as a Financial Advisor?   View Answer
  • You are required to create a business plan that details how you will build your business.   View Answer

Negotiation Details – There is NO negotiation on what they are going to pay you. Supposedly, they base it on an average of the last 3 years of your previous earnings. It is what it is, take it or leave it.

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Financial Advisor Career Development Program (FACD) at Edward Jones

Accepted Offer – Interviewed in Jan 2013 – Reviewed May 13, 2013 New

Interview Details – It was a very long and tedious hiring process which took a little over 2 1/2 months for me. It was 10 steps, beginning with the initial resume screening which then follows onto an invitation to apply (extremely long, asks for 10 years of work history). After applying online I was set up with a phone interview which lasted for about 30 minutes. From there, I moved onto the 1:1 FA interview -- the guy was very friendly and helpful. The entire recruitment team were extremely helpful the entire way through, but EDJ definitely makes you jump through all kinds of loops. After the FA interview they started conducting background checks on (which lasted more than a month, they literally looked up every piece of source that I reported to them in my application).

I went on a market survey & business plan portion after the FA interview, where I wrote up an extensive plan (12 pgs) and surveyed 40 quality contacts (they recommend 25). This part they require you to knock on doors, my 40 contacts took probably 130ish knocks. The first 30 or 40 were brutal, then it gets easier.

If everything is successful, a phone call with a senior HR from hq is next, and if you pass that round, it's the final round: the 4-hr long assessment, if you're at this part, pick up the phone, call as many people as possible. Formulate your strategies around the important prospects first, I definitely went after the small businesses (and make sure to not miss any appointments).

Interview Question – Lots of personality behavioral questions, it's all very standard. They just want to learn about you.   Answer Question

Negotiation Details – No negotiation -- they mailed an offer packet.

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Financial Advisor Trainee at Edward Jones

No Offer – Interviewed in Greenville, SC Jan 2013 – Reviewed May 5, 2013

Interview Details – I have applied to be an Edward Jones Financial Advisor twice. The first time I was contacted after applying and told I was not what they were looking for at the moment. The second time I filled out the online application form and personality assessment 2 years later.. I guess what I filled in was good enough to pass to the next round. They contacted me and told me that they were interested in my application, but that I needed another year running my own business.

Interview Question – The first time not knowing why I did not make it past the first round of the process.   Answer Question

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BOA Branch Office Administrator at Edward Jones

No Offer – Interviewed in Apr 2013 – Reviewed Apr 27, 2013

Interview Details – 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.

Interview Question – Give me an example of when you had to anticipate a problem and what was the outcome?   Answer Question

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Financial Advisor at Edward Jones

Accepted Offer – Reviewed Apr 13, 2013

Interview Details – Answered direct mail piece that had been mailed consistently for years. Interview consisted mainly of phone interviews with one face to face. They focused on my experience and what I thought I would be able to produce.

Interview Question – None too difficult. Mainly based on past experiences.   Answer Question

Negotiation Details – Not too much negotiating it is sales.

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Financial Advisor Trainee at Edward Jones

No Offer – Interviewed in Vero Beach, FL – Reviewed Apr 11, 2013

Interview Details – I began by applying to a job post online. I received an email requesting an initial phone interview which was 45 minutes long. From there I met with a regional advisor for lunch to discuss the opportunity. Very informal but informative. After this I had a face to face interview with an advisor in my region. This lasted 2 and a half hours. The next step was to conduct a survey and business plan. This was semi difficult but a great indicator of the steps you will need to take to establish a successful business. After that was approved I was asked to do a final 90 minute phone interview and a 4 hour assessment. This is where I currently stand.

Interview Question – Why do you believe you are cut out to be a financial advisor?   Answer Question

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Financial Advisor Trainee at Edward Jones

No Offer – Reviewed Apr 4, 2013

Interview Details – Just finished my phone screening. The interviewer asked a lot about my college experience and why I wanted to become an FA. And also why Edward Jones>

Interview Question – One challenge that you took. Why did you take this challenge and were you sucessful   Answer Question

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Financial Advisor at Edward Jones

No Offer – Interviewed in Carolina, SC Mar 2013 – Reviewed Mar 24, 2013

Interview Details – They list their interview & hire procedures on their website, which is quite accurate. Presently interviewing with them and at the background check. So far, so good. Seems to be a great company to train & work for, especially, if financial advisor trainee. Will update later.

Interview Question – Haven't had any interview question that I found difficult or unexpected.   Answer Question

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Financial Advisor at Edward Jones

No Offer – Reviewed Mar 18, 2013

Interview Details – On-campus interview - lasted about 15-20 minutes. Basically just an overview of the position and a few questions about my experience. Very conversational and no un-expected or difficult questions were asked. I think I ended up asking more questions than the interviewer.

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Financial Advisor at Edward Jones

Accepted Offer – Interviewed in San Francisco, CA Sep 2009 – Reviewed Mar 10, 2013

Interview Details – Hiring process took almost a month from the initial recruiter call to 2 separate phone interviews to 2 separate in-person interviews and lastly presented you with an offer.

Interview Question – Why do you want to be a financial advisor?   Answer Question

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