Edward Jones Financial Advisor Interview Questions | Glassdoor

Edward Jones Financial Advisor Interview Questions

Interviews at Edward Jones

529 Interview Reviews

Experience

Experience
66%
19%
15%

Getting an Interview

Getting an Interview
51%
26%
12%
5
3
2
1

Difficulty

3.3
Average

Difficulty

Hard
Average
Easy

 

Financial Advisor Interview

Anonymous Employee
Accepted Offer
Positive Experience
Difficult Interview

Application

I applied through other source. I interviewed at Edward Jones.

Interview

Wonderful process, designed to help you understand if the job/ company is a good fit and determine your dedication. Lengthy, but all staff are very kind and helpful, willing to answer any questions or concerns.

Interview Questions

  • What do you know about/ why are you interested in the company?   Answer Question

Other Interview Reviews for Edward Jones

  1.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied in-person. I interviewed at Edward Jones.

    Interview

    It is grueling!! It’s thorough and time consuming but EVERYONE every step of the way is compassionate, kind, informative... I think well worth it if you see it through and get offered the position.

    Interview Questions

    • Tell about a time when you had to provide constructive criticism to a colleague. How did they react and was there a change moving forward. (Not verbatim)   1 Answer

  2. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Neutral Experience
    Difficult Interview

    Interview

    The process was very lengthy. After you submit your detailed application, you get a 20 min. phone interview. If you pass that, you will then have to submit a business plan. After that, you have an in-person interview with someone in your region. After completion of that, you are required to perform a "Day in the life of" activity where you log on to their system and perform activities as if you were a financial advisor. You have to answer emails, phone calls and talk to "clients or potential clients", schedule events, etc. This is a 3 hour activity. Once you have completed that activity, you will be called and debriefed in your performance and may be offered the position.

    Interview Questions

    • How would you handle this client that called and said.......   Answer Question
  3.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Interview

    Short and sweet if they like you. Be hungry and willing to work hard in most of your answers. Also be patient - The process can take awhile. You will start from the bottom but the top can be nice!

    Interview Questions


  4.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    No Offer
    Negative Experience
    Average Interview

    Interview

    Long and tedious. Waited on the phone for an hour answered a bunch of aituational questions and was given kids of instructions and calls from other advisors. Waited weeks and never heard until I received an email saying I wasn’t chosen

    Interview Questions

    • Tells us. Time when you had to do the right thing while everyone else wasn’t.   Answer Question

  5. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Negative Experience
    Average Interview

    Application

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

    Interview

    Lengthy process. Appeared disorganized. Very subjective informal interviews with several people, followed by a simulated financial advisor experience which was super awkward, as you’re pretending to be a financial advisor with zero licenses or training. In my opinion, doing well on this simulation is in NO way indicative of someone’s ability to do the job or the inherent qualities that firms should be looking for in financial advisors, the non-teachable qualities.

    Interview Questions

    • What is one difficult experience you’ve had and how did you navigate that   Answer Question

  6.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Edward Jones.

    Interview

    I met with an FA in the area for an interview. She told me they had to verify who I was and also ask me situational questions. I'd suggest thinking about your previous experiences dealing with clients, partnerships, and people. Read the careers page at the Edward Jones website and try to speak to a couple of advisors. This should prepare you well for the interview.

    Interview Questions

    • Why do you want to be a Financial Advisor?   Answer Question
    • Why do you want to work at Edward Jones?   Answer Question
    • Can you discuss a time where you had to overcome an obstacle to achieve something?   Answer Question
    • Can you discuss a time you had to deal with a difficult person? How did you handle the situation?   Answer Question
    • What do you know about the financial services industry?   Answer Question
    • What do you know about what Edward Jones does?   Answer Question

  7.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

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

    Interview

    The interview process is somewhat extensive, but the interviewer is basically looking for someone who understands and converses well with new and existing clients. It is a long process, so I am hopeful that it is worth it.

    Interview Questions

    • Why do you want to become an FA with Edward Jones?   1 Answer
  8.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 3+ months. I interviewed at Edward Jones in March 2020.

    Interview

    Interview process was painstakingly long. I felt like i was jumping through hoops. I did get all the way through and get hired, but for churning FA's, it seemed like way too much.

    Interview Questions

    • Tell me why you believe you'd be a good fit at Edward Jones   Answer Question

  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience

    Interview

    It has been long but I have appreciated the many financial advisors that have reached out to provide guidance and advice. I am on step 8 of the 10 step process, so I am hopeful that I will receive an offer.

    Interview Questions


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