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      Edward Jones

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      Financial Advisor Interview

      Nov 10, 2009
      Anonymous interview candidate
      Nanaimo, BC
      No offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. The process took 4 weeks. I interviewed at Edward Jones (Nanaimo, BC) in Jul 2009

      Interview

      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

      Other Financial Advisor interview reviews for Edward Jones

      Financial Advisor Interview

      Apr 23, 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

      Feb 11, 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

      Feb 10, 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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