Edward Jones

www.edwardjones.com

Edward Jones Interview Questions

Updated Jan 26, 2015
Updated Jan 26, 2015
422 Interview Reviews

Interview Experience

Interview Experience

66%
21%
12%

Getting an Interview

Getting an Interview

56%
19%
9%

Interview Difficulty

3.2
Average

Interview Difficulty

Hard

Average

Easy

Candidate Interview Reviews

Sort: Popular Date Difficulty
  1.  

    On-Call Branch Office Administrator Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied in-person. The process took 2+ monthsinterviewed at Edward Jones.

    Interview Details

    met personnel at recruiting event; emailed resume and why my qualifications at the time made me a great fit for the position; set up a phone interview; few weeks later went in for face to face with panel; came in for second round the following week; got offer contingent on completion of business plan; background check and HR took about another month for me to get hired

    Interview Questions
    • What is the black scholes model equation and what are 3 assumptions of the model that make it ineffective in options trading   Answer Question
    Reasons for Declining

    Better offer elsewhere

    Declined Offer
    Positive Experience
    Average Interview
  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 4+ monthsinterviewed at Edward Jones.

    Interview Details

    Phone and in person interviews, background check, business plan, job simulation, drug test etc. It was important to think ahead of time about my accomplishments and describe them in terms of how they made a difference, found new business and generated revenue/profits for my prior employers. This is especially important when you are changing careers, you have to be good at demonstrating how the things you learned and accomplished in a different field apply to the self-managing, 'think like a business owner' scenario of being a Financial Advisor.

    Interview Questions
    • I was asked specifically how I would build my business because nothing is automatically given to a new FA, you have to create your own success and be willing to knock on doors.   View Answer
    Negotiation Details
    There is a set salary from the beginning, and this comp plan for new hires has gotten better and better since the time I joined the firm.
    Accepted Offer
    Positive Experience
    Difficult Interview
  3. 1 person found this helpful  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through a recruiter. The process took 2+ monthsinterviewed at Edward Jones.

    Interview Details

    The worst part of the process was being "forced" to knock on doors in my neighborhood for five hours by gathering names and phone numbers of my contacts. I should have never agree to this since how do I know they simply used this to pass the list to a hired adviser? This is simply very unprofessional and potential candidates should request some type of compensation for this process that ONLY serves Edward Jones since the candidate is never compensated. I may report this to a state labor commission on the ethics of this part of the process.

    To add to the distastefulness of this "activity", I waited two weeks for an answer on whether I was to move forward. Tired of waiting for an answer, I finally called the coordinator who informed me that I did not pass the "office simulation?" Office simulation???? After numerous years running my own successful sales office, they fail me on office simulation? Then I asked what answers or any reason for the failed result only to be given an answer, "I cannot tell you anything".

    This is absolutely insane and I felt soooooo used! They just dragged me through the mud, got some names/phone numbers of my neighbors, then cannot tell me WHY I did not pass office simulation????

    What a joke!!! I thought this company prided itself on ethical and professional behavior. Does this sound like ethical and professional behavior?

    Trust me, I'm highly qualified both in education, track record, and work background for this position, yet I was rejected on the basis of Office simulation???

    The whole experience was a huge waste of my time and the experience painted a VERY immoral view of EJ. Never again!!!

    Interview Questions
    • Office simulation? And they can't tell you what you need to improve??? I believe this is quite wrong in every sense of the word.   Answer Question
    No Offer
    Negative Experience
    Easy Interview
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Dallas, TX
    Anonymous Interview Candidate in Dallas, TX
    Application Details

    I applied online – interviewed at Edward Jones.

    Interview Details

    I applied online and then received an email stating they would like to schedule a phone interview. I had to schedule it online. I had to schedule it four weeks down the line. I had the phone interview and it was very basic and was told I'd get a call back regarding the process.

    Interview Questions
    No Offer
  6. 3 people found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

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

    Interview Details

    I initially applied in January and first had contact with someone by phone. I then had another phone interview and then a face to face interview in the area where I would be located at with another financial advisor. I then had a computer related test "Day in the Life of a Financial Advisor" is what it was called. Very basic but this is where most people wash out at from what I've heard.

    Interview Questions
    • Doing the computer related part of the interview is where most people wash out at.   Answer Question
    Negotiation Details
    Wasn't really a negotiation phase. They offered a base salary plus commission and I was satisified with that.
    Accepted Offer
    Positive Experience
    Average Interview
  7.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Applied online and was contacted for a brief phone interview. I passed that and was then sent a email inviting me to a non mandatory open house I unfortunately could not make it to that specific date and 1 hour time slot. I called to follow up and sent emails never heard a word back.

    Interview Questions
    No Offer
  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral – interviewed at Edward Jones.

    Interview Details

    I have my day in the life assessment in a couple of days. So far the process has been EXACTLY what they said it would. Everyone I've spoken with had been extremely nice and helpful. Even new FA's who don't even know me have taken their time to give me advice on the process.
    The questions they ask haven't been too difficult. What I've been told over and over and I really do believe is "just be yourself" and if it's meant to be it will happen.

    Interview Questions
    • Tell me about a time a goal was set for you and how you went about meeting that goal.   Answer Question
    No Offer
    Average Interview
  9.  

    ATL Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2+ monthsinterviewed at Edward Jones in November 2014.

    Interview Details

    I applied online after seeing an office around my house. I received an email the next day requesting to set up a time to talk. I had a phone interview with a recruiter. She explained the process and gave me a timeline. After two weeks received a call that I had been selected for next interview. Two weeks later I had a face to face interview and had to do a presentation. I was notified I received the position two weeks after that. From first contact to start date was two months.

    Interview Questions
    • Tell me about a time you had to do something you didn't have any experience with.....What was the outcome?   View Answer
    Negotiation Details
    Not much negotiation due to not being licensed.
    Accepted Offer
    Positive Experience
    Easy Interview
  10.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    The process took 3 weeksinterviewed at Edward Jones in November 2014.

    Interview Details

    Dropped off a resume at a military job fair, next week was called by a recruiter and I said I was not interested due to looking at another opportunity. Was called the next day by two other FA in the area to discuss EJ and answer questions with me. This was a honest and frank conversation in which I asked some tough questions. They changed my mind about EJ and I decided to go forward and filled out the long online application.

    My spouse and I were taken out to dinner by EJ with a senior FA the next week to discuss their experience/career from the perspective of former military veterans. I was then screened by a FA recruiter via phone and the next step was a face to face interview with an experienced advisor. I had one last phone interview with a regional recruiter and was then scheduled for a day in the live event.

    This process took me about 26 days and I believe it was quick because I asked for a yes/no answer ASAP as I was looking at two other positions They were very professional with me and understood my reasoning about my request. The experience was personnel and very easy because the entire time numerous FAs from my surrounding area called me through the process. It felt like everyone in the field was pulling for me.

    Interview Questions
    • You will do a day in the life event which will challenge you. It is what it is and you will do things and discuss topics outside of your comfort zone. For me this is exactly the position EJ is looking to place you in. There is no advise, except have nothing else to do for this four hours. Honestly based on your previous experience you will do fine or can't meet their expectation. It was challenging but I thought it was fun and entertaining.   Answer Question
    Negotiation Details
    I had the option of picking a traditional or forces package and I choose the forces option with more guaranteed money in the first year without commission.
    Accepted Offer
    Positive Experience
    Average Interview
  11.  

    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

See What Edward Jones Employees Are Saying

 Former Anonymous Employee

Pros: “Good Training. They care about the employees.” Full Review

Work at Edward Jones? Share Your Experiences

Edward Jones

 
Click to Rate
or

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.