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Edward Jones
3.3 of 5 607 reviews
www.careers.edwardjones.com Saint Louis, MO 5000+ Employees

Edward Jones Interview Questions & Reviews

Updated Jun 13, 2013
All Interviews Received Offers

Getting the Interview  250 Interviews

57%
17%
10%

Interview Experience  237 Ratings

64%
24%
10%
3.068
250 interview experiences
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Financial Advisor at Edward Jones

Accepted Offer – Interviewed in Ottawa, ON (Canada) – Reviewed Jun 13, 2013 New

Interview Details I first went to meet with an FA in their office; I had a pleasant conversation and he recommended I apply and go through the recruiting process. Next I had a 20 min phone screen with the Talent Acquisition group followed by an in-depth one hour behavioral phone interview about a week later. If you do your homework and be prepared this should be easy. Next I had to do a business plan and then go door-to-door to get a glimpse of what the life of a FA was like. This was not a problem and was rather enjoyable once I got over the initial one or two homes. Finally I had an in-person interview with the Regional Director (also an FA) and was given a verbal offer a few hours later that day.

Interview Question – Provide examples of when you had to deal with rejection and how you handled the situation.   Answer Question

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Financial Advisor at Edward Jones

Accepted Offer – Reviewed Jun 11, 2013 New

Interview Details 3 interviews be as prepared as possible, go in and visit as many FA's offices as you can and ask for recommendations. Any FA will refer you because they win things to do it. The interview questions 3 years ago were posted on indeed.com

Interview Question – Dealing with a negative customer   Answer Question

Negotiation Details – Zero negotiation unless you are a producing transfer broker (the firm had a history of attracting 0 transfer brokers per year haha)

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Financial Advisor at Edward Jones

Accepted Offer – Interviewed in Houston, TX (US) Mar 2011 – Reviewed Jun 10, 2013 New

Interview Details Mostly by phone with some prescreen. Knocking on Doors exercise. Face to Face structured interview with veteran Advisor

Interview Question – Why are you leaving your current career, where you seem to make a lot mire money?   Answer Question

Negotiation Details – Simple. Offered a base salary quaranteed for two years. (f0r people coming from highly compensated positions.

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Financial Advisor Trainee (FACD) at Edward Jones

Declined Offer – Reviewed Jun 07, 2013 New

Interview Details To long of a process,

Interview Question – 4 hour simulation of a FA   Answer Question

Reason for Declining – Very pushy to accept offer

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Financial Advisor at Edward Jones

No Offer – Interviewed in Houston, TX (US) Jun 2013 – Reviewed Jun 06, 2013 New

Interview Details This was a grueling process that unfortunately did not end well for me:

1. Phone screening - straight forward, run of the muck questions.

2. Background Paperwork - tedious and long but necessary

3. Face to Face Interview at Branch Office - This was just a 2 hour conversation with a cool seasoned advisor. He was a former Marine like me, so it was cake.

4. Business Plan/Survey - Pretty Extensive Business Plan that I completed at home, then a separate day of door to door knocking to have people help me fill out a survey. This was not the most pleasant thing in the Houston area around the summer time in a suit. 150 doors knocked on in 6 1/2 hours.

5. Phone Interview about business plan - Went over the complete business plan for 1 hour with a HQ recruiter and asked some situational questions.

6. The killer for me - "THE DAY IN THE LIFE" assessment - This has been a somewhat recent addition to their process that weeds quite a few people out I've heard. You are assessed on 10 different metrics that you will have to do as an adviser. This is done in a simulated setting at home on your computer and on the phone. A role play of a work environment.

My one cent: I have no experience working at a help desk, sales, or a administrative assistant at a busy work environment. You are graded on all of these aspects, including cold calling Hello, I have no experience or training and they know this To me the whole experience is not realistic of what I'm capable of doing as an adviser but to the HR people it is the best thing ever. They stated it based on research regarding success rates as an adviser. Hmmm, I have to disagree with that. They place way too much emphasis on this last part. They stated it is very expensive so that is why they do it last...fyi

A great company to work for and they invest so much in their employees. I just couldn't believe that I did so well with all of my interviews, had 2 employee referrals, and I'm military which they like and I still could not get in due to a assessment that is like a help desk on crack.

Good luck guys, you will be put through the ringer but I hope you come out on top!

Interview Question – Question on some performance statistic on a made up market share.   Answer Question

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Financial Advisor at Edward Jones

Accepted Offer – Interviewed in Wayne, NJ (US) Apr 2012 – Reviewed May 15, 2013

Interview Details About 2-3 Phone interviews that take an hour each typically.
I started the process by walking in to existing FA's office asking about the career and if he liked the company. That started the process for me. I think this is better than applying online initially. The FA gets credit for recommending you and I believe it may help the process and perhaps expedite the process.
You do have to complete an online detailed application.
Need to get fingerprinted.
Entire process probably takes about 2 months before they extend an offer of employment.
People doing recruiting or interviews are very nice and pleasant.

Interview Questions

  • Why do you feel you can be successful as a Financial Advisor?   View Answer
  • You are required to create a business plan that details how you will build your business.   View Answer

Negotiation Details – There is NO negotiation on what they are going to pay you. Supposedly, they base it on an average of the last 3 years of your previous earnings. It is what it is, take it or leave it.

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Financial Advisor Career Development Program (FACD) at Edward Jones

Accepted Offer – Interviewed in Jan 2013 – Reviewed May 13, 2013

Interview Details It was a very long and tedious hiring process which took a little over 2 1/2 months for me. It was 10 steps, beginning with the initial resume screening which then follows onto an invitation to apply (extremely long, asks for 10 years of work history). After applying online I was set up with a phone interview which lasted for about 30 minutes. From there, I moved onto the 1:1 FA interview -- the guy was very friendly and helpful. The entire recruitment team were extremely helpful the entire way through, but EDJ definitely makes you jump through all kinds of loops. After the FA interview they started conducting background checks on (which lasted more than a month, they literally looked up every piece of source that I reported to them in my application).

I went on a market survey & business plan portion after the FA interview, where I wrote up an extensive plan (12 pgs) and surveyed 40 quality contacts (they recommend 25). This part they require you to knock on doors, my 40 contacts took probably 130ish knocks. The first 30 or 40 were brutal, then it gets easier.

If everything is successful, a phone call with a senior HR from hq is next, and if you pass that round, it's the final round: the 4-hr long assessment, if you're at this part, pick up the phone, call as many people as possible. Formulate your strategies around the important prospects first, I definitely went after the small businesses (and make sure to not miss any appointments).

Interview Question – Lots of personality behavioral questions, it's all very standard. They just want to learn about you.   Answer Question

Negotiation Details – No negotiation -- they mailed an offer packet.

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Financial Advisor Trainee at Edward Jones

No Offer – Interviewed in Greenville, SC (US) Jan 2013 – Reviewed May 05, 2013

Interview Details I have applied to be an Edward Jones Financial Advisor twice. The first time I was contacted after applying and told I was not what they were looking for at the moment. The second time I filled out the online application form and personality assessment 2 years later.. I guess what I filled in was good enough to pass to the next round. They contacted me and told me that they were interested in my application, but that I needed another year running my own business.

Interview Question – The first time not knowing why I did not make it past the first round of the process.   Answer Question

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BOA Branch Office Administrator at Edward Jones

No Offer – Interviewed in Apr 2013 – Reviewed Apr 27, 2013

Interview Details I sent my resume and cover letter to Edward Jones, and was contacted via email about five days later that they wanted to set up an interview with me. I had to log in and schedule my interview time, and then I was given a link to an online application. The application was extremely long and detailed, and I had 24 hours to fill it out before my phone interview. I was then contacted via phone around my scheduled time. The interviewer was much like a robot, and asked me a series of situational questions such as "How would you handle a difficult customer?" and so on. It does require you to think on your feet, but is not much different from a regular interview. It lasted about half an hour. I wasn't offered a face-to-face interview, but I'm rather happy about that, as I found their process long and drawn out.

Interview Question – Give me an example of when you had to anticipate a problem and what was the outcome?   Answer Question

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Financial Advisor at Edward Jones

Accepted Offer – Reviewed Apr 13, 2013

Interview Details Answered direct mail piece that had been mailed consistently for years. Interview consisted mainly of phone interviews with one face to face. They focused on my experience and what I thought I would be able to produce.

Interview Question – None too difficult. Mainly based on past experiences.   Answer Question

Negotiation Details – Not too much negotiating it is sales.

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Fantastic company to work for if you are willing to work hard.

 Current Financial Advisor in Madison, WI (US)

Pros: I read through several of the reviews on this site and as an adviser of 9 years with Edward Jones, I felt like I needed to give my $.02.

Most reviews make it sound like a bad thing that they monitor your performance strictly. What job have you…
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