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      Edward Jones

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      Financial Advisor Interview

      Dec 19, 2013
      Anonymous Interview Candidate
      Denver, CO
      No offer
      Negative experience
      Difficult interview

      Application

      I applied online. The process took 2+ months. I interviewed at Edward Jones (Denver, CO) in Oct 2013

      Interview

      What can I say... I have never seen a bigger mess than I experienced in the 10 step interviewing process that Edward Jones puts you through. First off, prepare to risk two full months to see it all the way to completion. The background review will try to pick at you, discredit you, and treat you like a terrorist. You will get shuffled around to different expert "talent evaluators" who all expect you to feed them the classic company line BS. Make sure you don't voice even the slightest inkling of distaste with their 1930s business model or show any form of entrepreneurial initiative or backbone, as regardless of how they try to spin it, they are looking for worker bee "yes men" who nod their head and plug away diligently for the almighty EJ. This will not be your own business. They will own you and your book all along the way. They say jump, and expect to hear how high. Even in the interview process, they will make you pay your own way to face to face interviews and expect you to generate leads for them without a job offer. This is sell, sell, sell, meet benchmarks, sell, sell, sell. If the client has success, good for them... but they are just faceless numbers. Edward Jones is priority 1, 1a, and 1b. Whatever you do, if you reach the final day in the life challenge, and truly want this job for many years, tell them exactly what they want to hear. Otherwise you run the risk of them calling you and telling you what a great job you did through the entire process and about how much they like you and think you would be a great fit for their company, but that the panel just kinda felt like maybe you should wait a few years before starting because well, you might be too entrepreneurial for their business model right now to have the highest probability of success. So sorry, you did great... wouldn't change anything, but just doesn't feel totally safe and right to us at this time. Maybe when you are older. Thanks for the two months. Then you are left to write a bitter post for a review site in hopes that someone else doesn't get taken the way you just did.

      Interview questions [1]

      Question 1

      Being told that you were expected to give them 25 years in the same location, whereas they can dump you on a whim if they feel like it.
      Answer question

      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

      Edward Jones interviews FAQs

      • Financial Advisor applicants have rated the interview process at Edward Jones with 3.3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 67% positive. To compare, the company-average is 61.1% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Advisor roles take an average of 46 days to get hired, when considering 595 user submitted interviews for this role. To compare, the hiring process at Edward Jones overall takes an average of 41 days.
      • Common stages of the interview process at Edward Jones as a Financial Advisor according to 595 Glassdoor interviews include:

        Phone interview:  23%

        One on one interview:  18%

        Background check:  14%

        Drug test:  12%

        Skills test:  10%

        Personality test:  7%

        Presentation:  7%

        Other:  4%

        IQ intelligence test:  3%

        Group panel interview:  2%

      • Here are the most commonly searched roles for interview reports -

        1. Financial Advisor(1776) ;
        2. BOA Branch Office Administrator(731) ;
        3. On-Call Branch Office Administrator(102) ;
        4. Senior Branch Office Administrator(91) ;
        5. Financial Advisor Trainee(90) ;
        6. Branch Office Administrator(72) ;
        7. Service Specialist(53) ;
        8. Intern(39) ;
        9. Financial Advisor Intern(34) ;
        10. Team Leader(28) ;
        11. Associate(26) ;
        12. Administrative Assistant(25) ;
        13. Analyst(22) ;
        14. BOA(22) ;
        15. Customer Service Representative(22) .


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      Jobs at Edward Jones

      325 jobs in United States
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