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      Edward Jones

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      Related searches: Edward Jones reviews | Edward Jones jobs | Edward Jones salaries | Edward Jones benefits | Edward Jones conversations
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      Financial Advisor Interview

      17 Jun 2016
      Anonymous employee
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied through a recruiter. The process took 2+ months. I interviewed at Edward Jones

      Interview

      The interview process takes about 2-3 months until an offer will be presented...if you make it that far that is. Starts off pretty standard, online information followed by recruiter. Next is another conversation but a lot more in depth. They search here for leadership, character, personality etc. Follow this up with a 1 on 1 with an advisor and he/she will tell you all you want to know plus ask you questions too. It finishes up with a day in the life role play. I've read a lot of people's comments saying it was challenging or tough. If you have done sales B2B it's pretty spot on. It's pretty much all NO's. So just play the game keep calling asking good questions make them want to say yes but know it's a game they can't and move on. But remember they say NO because that's the reality of sales. It's a beast and not for the weak minded so stay positive and keep the effort going, the tide does turn. Finally, if you do well an offer is presented with standard screening questions, drug test etc. Now comes studying for 10 weeks door knocking for 6 and 7 months later your ready to really get going!

      Interview questions [2]

      Question 1

      Tell us about a difficult situation you were faced with and how you overcome it?
      Answer question

      Question 2

      Why Jones?
      Answer question
      17

      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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