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      Edward Jones

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      Recherches associées: Avis sur Edward Jones | Offres d’emploi chez Edward Jones | Salaires chez Edward Jones | Avantages sociaux chez Edward Jones
      Entretiens chez Edward JonesEntretiens d’embauche pour Financial Advisor chez Edward JonesEntretien chez Edward Jones


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      Entretien pour Financial Advisor

      7 juin 2013
      Candidat à l'entretien anonyme
      Houston, TX
      Aucune offre
      Expérience positive
      Entretien moyen

      Candidature

      J'ai postulé via la recommandation d'un employé. Le processus a pris 5 semaines. J'ai passé un entretien chez Edward Jones (Houston, TX) en juin 2013

      Entretien

      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!

      Questions d'entretien [1]

      Question 1

      Question on some performance statistic on a made up market share.
      Répondre à cette question
      8

      Autres retours d’entretien d’embauche pour un poste comme Financial Advisor chez Edward Jones

      Entretien pour Financial Advisor

      23 avr. 2026
      Employé (anonyme)
      Offre acceptée
      Expérience positive
      Entretien moyen

      Candidature

      J'ai postulé en ligne. J'ai passé un entretien chez Edward Jones

      Entretien

      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

      Entretien pour Financial Advisor

      11 févr. 2026
      Candidat à l'entretien anonyme
      Vancouver, WA
      Aucune offre
      Expérience neutre
      Entretien difficile

      Candidature

      J'ai postulé via la recommandation d'un employé. J'ai passé un entretien chez Edward Jones (Vancouver, WA)

      Entretien

      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.

      Questions d'entretien [1]

      Question 1

      Why do you want to be a financial advisor
      Répondre à cette question

      Entretien pour Financial Advisor

      10 févr. 2026
      Employé (anonyme)
      Fort Worth, TX
      Offre acceptée
      Expérience positive
      Entretien difficile

      Candidature

      J'ai passé un entretien chez Edward Jones (Fort Worth, TX)

      Entretien

      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

      Questions d'entretien [1]

      Question 1

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

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