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      Edward Jones

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      Financial Advisor Interview

      28 Dec 2016
      Anonymous interview candidate
      No offer
      Negative experience

      Application

      I interviewed at Edward Jones

      Interview

      I made it through every single step.. if you want to go through a very difficult, extreme preperation for each step, and "bend your back for them" interview process.. then by all means go ahead and apply to EJ. I applied a whole 2 months ago, and just made it to the last step, "a day in the life" simulation, for them to contact me back a week later saying that I didn't get it because the simulation part wasn't the best... but at the end of the day, we would need training on this part of the job anyway! Mind you, I busted my behind off for every single step and took the necessary routes to succeed and provide them with answers they specifically look for. I'm not going to say that this was a waste of time (although I really want to) just because I didn't get it. If I didn't believe that everything happens for a reason then this review would be so much worse. Regarding the steps, there was an online apllication I filled out, then I was contacted by HR to schedule a phone screening through an email they sent me. After the phone screening you have to fill out a long application regarding work history etc. Then you'll have to schedule a face to face interview. Assuming you pass this step, you have to complete a business plan which is followed up with another phone screening about your business plan. They will try to critique it, but go to nearby FA's for help. Lastly, if you pass this step, you will schedule a "day in the life" simulation, which will require 4-5 hours of your time.

      Interview questions [1]

      Question 1

      Behavioral Type: "Give me a time when..."
      3 Answers
      10

      Other Financial Advisor interview reviews for Edward Jones

      Financial Advisor Interview

      23 Apr 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

      11 Feb 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

      10 Feb 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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