Edward Jones Financial Interview Questions | Glassdoor

Edward Jones Financial Interview Questions

Updated Oct 16, 2017
527 Interview Reviews

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  1.  

    Financial Advior Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Interview

    Gives lots resources to connect with other financial advisors to learn about job rather that is current or ones going through their training program to answer questions. Also was easy going wanted to get to know why you want to be a financial advisor and building a relationship with candidates.

    Interview Questions


  2. Helpful (1)  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at Edward Jones in October 2017.

    Interview

    The first step was a phone interview. If you pass, the next step is an interview with a financial advisor in your area. After completing the financial advisor interview, a planning exercise is required.

    Interview Questions

    • Tell us about a time you had to handle a difficult customer and how you resolved the problem.   Answer Question
  3.  

    Financial Advisor Interview

    Anonymous Employee in Bozeman, MT
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 5 weeks. I interviewed at Edward Jones (Bozeman, MT) in October 2017.

    Interview

    Applied through my FA as a referral. Phone screen was smooth as the Talent Aquisition lady was a bubbly gal and very helpful. Second part of application is lengthy, be detailed. Face to face interview was smooth as well. Spent about 15 minutes getting to know each other and turns out we had mutual friends. Situational questions are meant to make you think and hit on specifics. Nothing too difficult but be confident in your answers. Working on the Biz plan now. Pleasurable experience this far!

    Interview Questions

    • Tell me about a time you had to face a challenge or obstacle and how did you overcome it?   Answer Question

  4.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Boston, MA
    Declined Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Edward Jones (Boston, MA) in October 2017.

    Interview

    Great! People working here are nice. The interview process is clear and not hard. If you really want to start your career as a Financial Advisor, Edward Jones is a great place to start. However, the beginning will be door-to-door, which does not work for me.

    Interview Questions

    • Describe a situation where you have to argue with your co-worker about a complex idea   Answer Question

  5.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Declined Offer
    Positive Experience
    Average Interview

    Interview

    first is the phone screening, which normally takes up to 45 mins, but the lady from talent recruit was very nice and talkative, we chat about an hour about lots of topics other than the job. Felt great after thie phone call, got emailed to do a face-to-face interview with another financial advisor in my area. very professional, established, experienced advisor, interview questions were topics on my resume, standard STEM questions. just pass the second round, preparing for the third. nice company to work for if you are interested in sales, investment, and clientele building.

    Interview Questions

    • How does your past experience speak to the job description here?   1 Answer

  6.  

    Financial Advisor Interview

    Anonymous Employee in Seattle, WA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Edward Jones (Seattle, WA).

    Interview

    Several over the phone interviews and one local face to face interview with an export fed advisors. Basic Human Resources type questions. Be prepared to describe specific events and answer how you successfully saw these positive and negative tasks through.

    Interview Questions

    • Describe a time you worked successfully indepdebtly?   1 Answer

  7.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

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

    Interview

    Long, tedious and a lot of time and work with mock day in the life and door knocking. Very long process with a lots of hoops to jump through for low return.

    Interview Questions

  8. Helpful (7)  

    Financial Advisor Interview

    Anonymous Employee in Columbia, SC
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. I interviewed at Edward Jones (Columbia, SC).

    Interview

    Entire Process took 2 months. Began by meeting with a current FA who reached out to me and referred me to apply to the FA Career Development Program. After confirming my interest during this meeting, he submitted my name to HR. A few days later, received phone call from the Talent Acquisition Recruiter for my area. Went through this screening, and was sent the initial application. After submitting it, received a call a week later to schedule the first full phone interview (approx 45 minutes). ASK QUESTIONS. Can not stress enough the importance of appearing you've done your research, while also being inquisitive. Typical STAR questions, don't be embarrassed to ask for a moment to properly reflect and give a good answer. After the phone interview, I was contacted to schedule a time to go in for a face-to-face interview with another FA in my area. This meeting lasted an hour and was very relaxed, opportunity to answer more STAR questions, while also get to ask own about the FA's experience and how he built his practice. Few days later was emailed to move forward and go through the business planning activity. This is a great opportunity to really think about what this will look for you, reach out to your recruiter and any FAs you know (or even may not know but are in the area) for questions and feedback. After submitting my plan, I was emailed to set up another phone interview to discuss my plan with HR, with a few more STAR questions thrown in for good measure. At the end of this, I was notified I would have the opportunity to schedule to sit for the Assessment. Scheduled that for about 10 days later, and after much prep work went through the assessment activity. It is challenging, but a great opportunity to show what you know and your sales skills. I took the assessment on a Friday, and received an offer the following Monday.

    Interview Questions

    • "Tell me about a time you had to be critical of a co-worker, and how did they respond"

      "...you had to explain something complex to someone"

      "...you experienced a new challenge at work and how did you respond"   Answer Question

  9.  

    Declined Offer
    Positive Experience
    Average Interview

    Interview

    I was put through a phone Interview. I was denied by the recruiter. I attended a Career Event and was then reconsidered for the position. I didn't feel like I was a good fit for their culture. The advisors seemed to be somewhat close minded.

    Interview Questions


  10.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. I interviewed at Edward Jones in August 2017.

    Interview

    My university recommended the internship opportunity for me and sent me the recruiter information. I emailed the recruiter with my resume, and cover letter. Within one day, the recruiter sent me the online application link and applied online under his recruitment. Then, I lastly proceeded with a phone interview with the recruiter which lasted 25-30 minutes.

    Interview Questions

    • Why Edward Jones? What do you know about Edward Jones?   Answer Question
    • Tell me about a time you were faced with a challenge and how did you approach it? What was the outcome/result?   Answer Question
    • Tell me about a time you had to explain a complex situation to someone?   Answer Question
    • Tell me about your work experience.   Answer Question
    • What are your career goals?   Answer Question

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