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      Edward Jones

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      Búsquedas relacionadas: Opiniones sobre Edward Jones | Ofertas de empleos en Edward Jones | Sueldos en Edward Jones | Beneficios en Edward Jones
      Entrevistas de Edward JonesEntrevistas para el puesto de Financial Advisor en Edward JonesEntrevista de Edward Jones


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      Entrevista de Financial Advisor

      10 nov 2009
      Candidato de entrevista anónimo
      Nanaimo, BC
      Sin oferta
      Experiencia positiva
      Entrevista normal

      Solicitud

      Solicité el puesto a través de un captador. El proceso duró 4 semanas. Acudí a una entrevista en Edward Jones (Nanaimo, BC) en jul 2009

      Entrevista

      The interview process for a new Financial Advisor at Edward Jones is very thorough and includes about 4 interviews. The first interview was just a quick information session on the phone with a hiring specialist from EJ. A package is emailed to you, and then you are to complete an online questionnaire in order to determine your selling abilities and general suitability for the position. Next step is a more detailed telephone interview that lasts about an hour and is mainly behavioral in nature. It can be tricky, and they definitely dig into your answers, so be prepared to back your answers up with actual situations. After this, if you pass, you are put in touch with a FA in your area and set up to meet with him or her for about an hour. This is your chance to ask all the questions you have about the position. I think also that the FA is supposed to do an evaluation for EJ at this time, but they don't tell you that. My advice - Be very professional at this time and impress the FA, as I'm sure he or she reports back to EJ with his thoughts on you. After this, you are asked to pick your territory or region that you would like to work in. They assist you in this process. Once your area is decided on, you are to go out in the field and do a 1 week exercise that simulates the type of cold-calling you will be doing when setting up your new client base. If you succeed in the exercise, you are put on to the next step which is the final face-to-face interview. If you are successful in the interview, an offer will be extended at this point. If you make it to the final interview, relax because you have made it over the hill. The toughest interview is the behavioral telephone interview and once you pass that, you just must prove your ability in the field exercise. WARNING: There is a very thorough background investigation that will be conducted on you at some point during this process. It is a very detailed investigation, so it is done somewhere near the end of the interviewing process as it costs EJ $$ and they don't want to waste their money on people early on in the hiring process. I made it through all the interviews with flying colors and while deciding on a region to conduct my field exercise, I was contacted by the Background Investigation Department and notified that I was no longer a candidate for the job due to some missed payments on Student Loans last year. As a matter of policy, EJ does not hire people with Credit History - No exceptions, believe me I tried! I was a prime candidate for this position, super excited and motivated to build a successful branch with EJ, but the policy of EJ to not hire candidates with credit history prevented me from doing so. EJ made a big mistake.
      8

      Otras opiniones sobre las entrevistas para el puesto de Financial Advisor en Edward Jones

      Entrevista de Financial Advisor

      23 abr 2026
      Empleado anónimo
      Oferta aceptada
      Experiencia positiva
      Entrevista normal

      Solicitud

      Envié una solicitud electrónica. Acudí a una entrevista en Edward Jones

      Entrevista

      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

      Entrevista de Financial Advisor

      11 feb 2026
      Candidato de entrevista anónimo
      Vancouver, WA
      Sin oferta
      Experiencia neutra
      Entrevista difícil

      Solicitud

      Solicité el puesto a través de la recomendación de un empleado. Acudí a una entrevista en Edward Jones (Vancouver, WA)

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Why do you want to be a financial advisor
      Responder pregunta

      Entrevista de Financial Advisor

      10 feb 2026
      Empleado anónimo
      Fort Worth, TX
      Oferta aceptada
      Experiencia positiva
      Entrevista difícil

      Solicitud

      Acudí a una entrevista en Edward Jones (Fort Worth, TX)

      Entrevista

      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

      Preguntas de entrevista [1]

      Pregunta 1

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

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