I applied online. The process took 6 weeks. I interviewed at Edward Jones (Austin, TX) in May 2014
Interview
Interview process had five parts. Pre-screen phone interview, phone interview with hiring manager, create business plan, formal interview with a Financial Advisor, and "Day in the Life Assessment". The first two interviews were very easy. To create the business plan, I suggest reaching out to a veteran Financial Advisor in the region you want to be in and as for guidance. The formal interview is structured and is straightforward. The "Day in the Life Assessment" is a four hour computer/phone simulation where the most important focus is making a high volume of calls, and time management.
Interview questions [1]
Question 1
When was a time you had to establish credibility for yourself very quickly? What did you do, and how was it received?
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.
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 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
