Edward Jones Interview Question: The virtual day in the life a... | Glassdoor

Interview Question

Financial Advisor Trainee Interview

The virtual day in the life assessment. You log in and have

  clients, email and lead lists, all fictional of course. This is the final step before notification.

Interview Answer

1 Answer


Read all of the emails carefully right when you start, and make note of ones that have things you're required to reply to or give you things to do a specific time, as some are from your manager. I got caught up in the calling leads and referrals and missed a deadline, which was probably my downfall.
Also, I was a little sick. This is a really demanding round, much harder than the door-knocking exercise, so schedule it for your most clear-headed time of day. If you don't feel totally well-rested and clear-headed when you wake up that morning, call in to the assessment provider or EJ and say you don't feel well and need to reschedule. That might have made the difference in my case. EJ is a nice company, very nice people--worth applying to, so good luck.

Interview Candidate on Apr 16, 2014

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