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      Edward Jones

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      Financial Advisor Interview

      May 3, 2010
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied through a recruiter. The process took 3 weeks. I interviewed at Edward Jones in Oct 2008

      Interview

      I was contacted by a Recruiter from Edward Jones, first you are given a phone Interview done by the Recruiter, then they pass you along to the next phase, if they believe you have what it takes, Then you are contacted by another Recruiter, and they ask you about your Credit Score, this must be in good standings, and you are also given a background check, they also verify your Education. Then, if all goes well you are invited to meet with a seasoned Advisor, who is basically Interviewing you again and asking you a series of questions. I was then passed along again, and waited for someone from Edward Jones to contact me to discuss my location of the Branch, they usually give you several location areas to select from. They also tell you it's possible, for you to take over an existing Branch. Then you will need to wait on a invite for another Interview face to face, if passed along and everything else is good, then you will be receiving a welcome call. The training usually last for around 18 months, and you will also be an actually employee of Edward Jones, they also pay for you to take your Series 6 and 7 License, which you must pass and the good thing is their training classes have a very high success rate of passing the Exam. You will also be paid a base salary during training and once training is done, you will be full commission.

      Interview questions [2]

      Question 1

      One unexpected question they asked me was. Name me several Networking contacts, that you could call right now that would fit the profile of the type of clients, you will be actively seeking?
      1 Answer

      Question 2

      How often do you check your credit scores? and have you checked it within the last 90 days? if so, do you have more than over 1000 dollars worth of unsecrued debt?
      1 Answer

      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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