Glassdoor is your free inside look at Edward Jones interview questions and advice. All 245 interview reviews are posted anonymously by Edward Jones employees and interview candidates.
Accepted Offer – Interviewed on Mississauga, ON Feb 2008 – Reviewed Aug 02, 2012
Interview Details Initial Screen, Behavioral interview and group interview/feedback
Interview Question – Basic behavioral questions Answer Question
Negotiation Details – Generic, didn't negotiate much
Declined Offer – Interviewed in Hamilton, ON May 2012 – Reviewed May 10, 2012
Interview Details I only got to the phone interview part and then realized I did not want the job. You must pay back a significant amount of money in the first 3 years if you want to leave the company. I could not commit to that amount of time so I backed out.
Interview Question – Describe a time when you were stressed and what did you do about it? Answer Question
No Offer – Interviewed in Toronto, ON Sep 2011 – Reviewed Dec 08, 2011
Interview Details
Very friendly demeanour. I took about an hour.
Questions like:
"Time when you dealt with difficult clients"; "Time when you had to handle a conflict";
and also like:
"Why are you interested in Edward Jones and in financial industry in general".
Very thorough answers to my questions.
At the end she requested that I fill out a special Employment Application and send it by fax.
Follow up - she told me that she'll have a decision in 2 weeks.
2 weeks later I followed up by a phone call. No direct answer.
Several days later I received by email a notification saying that they choose other person.
Interview Question – Time when you dealt with different clients? Answer Question
No Offer – Interviewed in Hamilton, ON Nov 2009 – Reviewed Dec 16, 2009
Interview Details Sent them a resume through their corporate website and was contacted by someone from HR two days later. Scheduled a phone assessment and took an online skills/personality check. I never got a chance to talk about myself to them because I got a letter from them in the mail saying my skills didn't match what they were looking for.. the letter was dated a day after I took their online tests.
Interview Question – What is your main reason for wanting to become an Edward Jones financial advisor? Answer Question
No Offer – Interviewed in Nanaimo, BC Jul 2009 – Reviewed Nov 10, 2009
Interview Details
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.
Accepted Offer – Interviewed in Wayne, NJ (US) Apr 2012 – Reviewed May 15, 2013 New
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
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.
Accepted Offer – Interviewed in Jan 2013 – Reviewed May 13, 2013 New
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.
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
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
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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