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      Edward Jones

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      Financial Advisor Interview

      19 Dec 2020
      Anonymous interview candidate
      Birmingham, AL
      No offer
      Negative experience
      Average interview

      Application

      I applied through a recruiter. I interviewed at Edward Jones (Birmingham, AL) in Oct 2020

      Interview

      The interview process was among one of the weirdest, and most intrusive I have seen. Arrogance would be the understatement of the year. I was recruited by a family friend and got to the end of the process, to this step called A Day in The Life Assessment. I had been required to turn over a lot of personal information, prior pay stubs, and had interviewed with SEVERAL people before this step and been asked the same questions over and over again. Was told I did not get past the final assessment in the end, which would have be hard for many for one reason. You are NOT told in anyway how to really prepare for it. It isn't rocket science what is on this assessment, but it was one of the most poorly laid out assessments I have ever taken. I think what happens to most people, including myself, is they get you to this last step in the process, then internally they hire another person that comes along that may have been somewhat of a better fit, despite them leading you to believe you will be hired. I even had a financial advisor in my town ready to hire me on, but supposedly I did not get past this so-called assessment. I had turned down 2 other offers which were actually more lucrative than this one, and was absolutely infuriated. But in the end, I think I dodged a serious bullet. What this company does not tell you, and you can find out from others who have been employed there, is that if you are let go or quit in the first 3 years you have to pay them $75,000 for training cost which they will enforce. There is also no way in this current environment of Covid anyone would be able to go out and randomly door knock for business which the require, so you would have to beg family and friends to invest with you right off the bat. Oh, and if you have investments somewhere else, you would be required to move those over upon employment. Had I have researched more I would not have even pursued this company.

      Interview questions [1]

      Question 1

      Redundant. Tell me about your most recent work experience, are you ok with cold calling and door knocking, how did you handle a stressful client situation in the past.
      Answer question
      5

      Other Financial Advisor interview reviews for Edward Jones

      Financial Advisor Interview

      23 Apr 2026
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Edward Jones

      Interview

      Interview process first consists of numerous dinner events, all very laid back where you get to learn more about the company and the advisors in the region, and they get to learn more about you. If you keep getting invited back to dinners, consider it progress in the interview process. Honestly, the best, most effective interview process.
      1

      Financial Advisor Interview

      11 Feb 2026
      Anonymous interview candidate
      Vancouver, WA
      No offer
      Neutral experience
      Difficult interview

      Application

      I applied through an employee referral. I interviewed at Edward Jones (Vancouver, WA)

      Interview

      it's a series of interviews with people in the office then a full-day of simulating the role of the advisor where you're receiving calls from clients and team mates as well as receiving emails. As a career-changer, this was the part of the interview phase where I realized Edward Jones wasn't the right start to my career as a financial advisor and ended up going somewhere that invested in my growth rather than a "sink or swim" type of place.

      Interview questions [1]

      Question 1

      Why do you want to be a financial advisor
      Answer question

      Financial Advisor Interview

      10 Feb 2026
      Anonymous employee
      Fort Worth, TX
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Edward Jones (Fort Worth, TX)

      Interview

      Interview process is very lengthy. 6 steps, very in depth. HR screening, in person interview, 1 year plan, day in the life role play (3 hours long) where you had to call actors who were playing clients and prospects

      Interview questions [1]

      Question 1

      How do you build trust with a new client?
      1 Answer

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