Edward Jones Interview Questions & Reviews
Getting an Interview
- Popular Job Titles:
- Financial Advisor (192)
- BOA Branch Office Administrator (48)
- Financial Advisor Trainee (24)
- Financial Advisor PASS Associate (9)
- Intern (7)
- Branch Office Administrator (4)
- Team Leader (4)
- Investment Representative (4)
- Financial Advisor Trainee (FACD) (4)
- RDP Associate (3)
- Product Specialist (2)
- Helpdesk (2)
- Administrative Assistant (2)
- Branch Intern (2)
- Rotational Development Program (2)
- Insurance Service Specialist (2)
- FA (2)
- Business Operations Assistant (1)
- Financial Advisor Intern (1)
- Remuneration and Benefits (1)
- Municipal Trader (1)
- Research Department (1)
- Portfoio Manager (1)
- Investor (1)
- Quantitative Analyst (1)
- Financial Advisor (FORCES) (1)
- On-Cal Business Office Administrator (1)
- RUN AWAY!! (1)
- Financial Advisor (FACD) (1)
- Edward Jones Financial Advisor Intern (1)
Administrative Assistant Interview (Positive Experience; Average Interview)
I applied online and the process took 5 weeks - interviewed at Edward Jones.
Interview Details The interview process had three points of contact; an initial phone interview, a face-to-face interview with one individual in the department, and the leader of the department and one of his colleagues. All together, it took 5 weeks from filling out the application (when I was asked for an interview) before an offer was made.
Interview Question – Please tell me about a situation when you had a colleague that had a negative attitude about management, and what you did about it.
Please tell me about a time when you had to give bad news to your manager. Answer Question
Financial Advisor Interview (Neutral Experience)
I applied through another source and the process took 4+ weeks - interviewed at Edward Jones.
Interview Details The hiring process is long. They will tell you that it takes 40 days on average and they aren't making that up. You start by submitting your resume, you will then be invited to apply, phone screen, interview in person, do a business plan, do a phone interview and finally do a virtual day in the life. You can wash out at any point along the way and you will know you washed out before they tell you. If the person you are dealing with is warm and friendly, you're good. If not, you didn't make it. If you can't tell how you did, you didn't make it.
Interview Question – The business plan can be tricky if you've never done one before. Work with a veteran FA if you have one available. Answer Question
Financial Advisor Trainee Interview (Negative Experience)
I applied through another source and the process took 6 weeks - interviewed at Edward Jones in June 2014.
Interview Details As discussed in other posts, the process is about 8 steps. Application, phone interview, 1 on 1 interview, business plan, recruiter interview, background check, and the infamous Virtual "Day-in-the-Life" Assessment where they give you 8-hours of work to do in 4-hours with actors who throw all kinds of BS at you. After all that, the recruiter and/or talent acquisition guys didn't even call me to give feedback. I just got a VM message from my EJ FA expressing disappointment that there would be no offer. WTF?
Interview Question – During the assessment -- cold calling and being put on 'hold' indefinitely, having a transactional problem and not knowing the policy to handle it, a flighty, fruit-loop administrator, super slow moving platform for email, calendar, documents, etc. Answer Question
Financial Advisor Trainee Interview (Positive Experience; Difficult Interview)
I applied through an employee referral and the process took 6 weeks - interviewed at Edward Jones in January 2014.
Interview Details It was long. I had 3 or 4 different phone interviews and 2 face to face interviews. They are very thorough and ask many questions involving my prior experiences and situational experiences. Had to quickly recall some situations where I had to problem solve or give excellent customer service. Just be prepared for these types of questions.
Interview Question – Describe a situation where you went above and beyond the call of duty at your last position. Answer Question
Financial Advisor Trainee (FACD) Interview (Positive Experience; Average Interview)
I interviewed at Edward Jones in July 2014.
Interview Details Very detailed and thorough. Edward Jones seems to be very selective and has a very good idea of the candidates they are looking for. The hiring process is very lengthy, but there is someone that you keep in touch with and he or she will keep you updated along the way. Excellent communication throughout the process.
Interview Question – I have the simulation scheduled for next week. Answer Question
Financial Advisor Trainee Interview (Neutral Experience; Difficult Interview)
I applied through a recruiter - interviewed at Edward Jones in June 2014.
Interview Details The hiring process is very in depth and multi facet, takes at least 30 days. I had a mentor who helped me through the process. .which was great...Once you get hired, you are on your own with the self study and test...
Interview Question – Tell me about a time when you had to persuade someone to do something that the didn't want to do...
. View Answer
Negotiation Details – Commission pay
Financial Advisor Interview (Negative Experience; Average Interview)
I applied through a recruiter - interviewed at Edward Jones in January 2014.
Interview Details really lengthy interview process, includes a session where you have to knock on doors...ridiculous. You have a pre interview then an interview, than the door knock thing, then a phone interview then a final interview.
Interview Question – They made you knock on peoples doors to ask about opening a business in the area, it was hard because it was a fake scenario. Answer Question
Very Difficult Interview
Financial Advisor Trainee Interview (Positive Experience; Very Difficult Interview)
I applied online and the process took 6 weeks - interviewed at Edward Jones.
Interview Details long grueling process that will challenge you. I have never been though such a long process. It will challenge you but it is necessary to weed out those with the real desire to do this job. Everyone is welcoming and positive. I have never met people so focused on achieving. I really felt challenged and wanted the job even more.
Interview Question – Day In the life- this is toughest exercise I have everbeenthrough Answer Question
Negotiation Details – no negotiation. I had a successful business so i was offered top of starting range
Financial Advisor Interview (Positive Experience; Easy Interview)
I applied online and the process took 3 weeks - interviewed at Edward Jones.
Interview Details - Submit resume/qualifications for HR review - Online
- Phone interview with HR - Usually an HR recruiter from HQ in Saint Louis will call/email to schedule a phone interview.
- Face-to-face interview with a Financial Advisor - An FA in your local market will conduct the interview.
- Business Activity Plan - Candidates are given a week to complete/answer a business plan.
- Computer assessment (4 hours) - The candidate will act out the role of a financial advisor during a 4 hour simulation. The assessment is online and phone based with no actual face-to-face.
Interview Question – BUSINESS PLAN:
Describe your vision for building your practice at Edward Jones. How do you plan to add value to the clients and communities you will serve?
To identify and approach these prospective client types, what actions will you take?
Please detail the prospective types of clients you believe will allow you to build your business to fulfill your vision.
How will you turn these prospective clients into Edward Jones clients, especially if they have been or are considering doing business with others?
How will you track your performance to evaluate your progress towards meeting these performance expectations? View Answer
Negotiation Details – Base salary is based on previous employment compensation.
Senior Recruiter Interview (Neutral Experience; Average Interview)
I applied through another source and the process took 2 months - interviewed at Edward Jones.
Interview Details Very long interview process with several interviews. Lack of communication on follow up after interviews but they are aware of revamp in candidate experience is needed and in process. Took 2 months for a final decision, which I had to reach out a few times to follow up. People although are super friendly, culture is strong with happy employees. I would interview again if another position opened.
Interview Question – What has been the most challenging moment in my career? Answer Question
Interviews for Top Jobs at Edward Jones