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      Edward Jones

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      Financial Advisor Interview

      Jan 8, 2015
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 4 weeks. I interviewed at Edward Jones

      Interview

      I have been through the phone screening portion of the Edward Jones Financial Advisor hiring process. It was pretty simple and straight forward if you are following the interviewing basics; know the company you are interviewing for, know your resume, and have some intelligent and genuine questions ready. Its designed to be a 45 minute phone call, my particular conversation went on over an hour due to some of my questions regarding the FORCES program. The interview was professional and attentive. My next step in the process is the formal sit down interview. I will update as I go through the process. *UPDATE: I have just had my sit down interview. It went really well. Its a beefed up version of the phone screening; they asked you the typical "What did you do in this certain situation" and so on...STAR format. He asked the same questions relating to the nature of the job as they did on the phone screening. Overall it was a typical interview...just make sure you have examples ready for those random interview questions. Also make sure you understand what this job is and how hard it can be to start out. Also have some intelligent questions ready for the end of the interview. After I completed the interview, we shook hands, exchanged pleasantries and I left. I couldn't read my interviewer on how I did...BUT...after fretting for a long 20 mins I got a call from my phone screener and was invited to move on the the next step...the business plan. Movement! Anyways, almost everything on the business seems self explanatory, except for one part that wants you to talk about numbers. I plan on reaching out to some FAs I know about this. I will keep updating this.

      Interview questions [1]

      Question 1

      This isn't a difficult question, but they asked if you understand what the job entails...that is...going door to door building your books and so on. She asked me many times if I understood this and how difficult it may be. I would recommend linking up with a current FA before the phone screening, it gives more strength to your claim that you understand what the career entails.
      Answer question
      10

      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