Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For Employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Edward Jones

      Engaged Employer

      About
      Reviews
      Pay & benefits
      Jobs
      Interviews
      Interviews
      Related searches: Edward Jones reviews | Edward Jones jobs | Edward Jones salaries | Edward Jones benefits | Edward Jones conversations
      Edward Jones interviewsEdward Jones Financial Advisor interviewsEdward Jones interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Center
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy & Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent Posts

      Copyright © 2008-2026. Glassdoor LLC. "Glassdoor," "Worklife Pro," "Bowls," and logo are proprietary trademarks of Glassdoor LLC.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalized job recommendations and updates by starting your searches.

      Financial Advisor Interview

      Dec 21, 2021
      Anonymous employee
      Glen Ellyn, IL
      Accepted offer
      Positive experience
      Difficult interview

      Application

      The process took 3 months. I interviewed at Edward Jones (Glen Ellyn, IL) in Sep 2017

      Interview

      I interviewed and was hired several years ago. I have since left but a friend going through the process inspired the need for answers that EDJ is looking for. It was a 3 month process 8 years ago and it’s still a 3 month process now. My process included phone, in person, phone again, in the field prospecting (25 names and numbers), and a Day in the Life simulation. I was offered the FA position with a supplemental salary 35% more than I was making. I was interviewing EDJ as much as they were interviewing me and I didn’t stop with the talent management team. I went to EDJ offices in the area and asked them with the same questions I was being asked. These were people that made it and their answers became my answers. This isn’t cheating, it was encouraged by my internal referral. EDJ wants a go-getter, and the interviewers really liked that I went above and beyond. That’s because FA trainees will will do just that, go to offices in the area to learn from the experienced. Your interview answers need to show initiative. That you didn’t wait for someone to tell the next step but you went looking for it. Day in the life Solution? They want you to build your business every day. Work on getting prospects, interviews, and open accounts. Focus on the tasks that accomplish these. They will throw things at you to shift priorities. So that means calling leads, sending invites, making appointments “over the phone.” They want to see that you aren’t afraid of talking to clients/prospects. So don’t defer to sending an email when you could have called. Don’t do the admin stuff like making invite lists or responding to internal communications. The more calls to make to prospects/clients the better the outcome

      Interview questions [1]

      Question 1

      What brings you to Edward Jones?
      Answer question
      1

      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