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      Edward Jones

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      Financial Advisor Interview

      Apr 19, 2022
      Anonymous Interview Candidate
      Dallas, TX
      No offer
      Negative experience
      Easy interview

      Application

      The process took 3 months. I interviewed at Edward Jones (Dallas, TX)

      Interview

      The beginning of the process is fine. You fill out an online application and then have a phone interview. I had a panel interview with three FAs after that. At this point, because of scheduling, I was around 6 weeks into an application process. In my opinion, 6 weeks is too long. It wasn’t my schedule holding us up, it was Jones’. After my panel interview, I was told I had three more interviews with three different advisors in the area. Three! Okay, fine. Or rather, it would have been fine if they had all communicated about my application process. I was asked the exact same questions by each of them. At this point I had interviewed with 6 advisors, and had only answered about 10 interview questions - the repetition is tiresome. After these three interviews I had been in the application process for almost two and a half months. I had one more interview with an advisor I was supposed to be assigned to upon being hired (if it went well, which it did - we got along). Then I was told I had to do a “day-in-the-life assessment” where you essentially run a virtual practice using some 3rd party software. You make calls and take calls and send emails, etc. Apart from being ridiculously over the top, this is a 4 hour interview that can only be scheduled Monday - Friday during business hours. I had to take an entire morning off work to do this. Throughout the entire process Jones hammered one idea home. It’s all about relationships. They want you to have a deep understanding of your clients. Be their friends, be their trusted advisor. Great, that sounds very personable and relatable. Here’s the stinger: after 10 rounds of interviews, meeting 7 different advisors and 3 phone calls with a recruiter, I was told via an AUTOMATED email that I wasn’t a fit. Feedback up until the assessment was great. And then some 3rd party vendor that’s role playing with me is the deciding factor. For a company that puts such a large emphasis on building relationships, they’re very prepared to throw the candidate/employer relationship out the window. Never heard from anyone after that; couldn’t even get feedback on why I wasn’t selected because it’s not their company policy. Don’t waste your time. This company espouses values that they don’t practice.

      Interview questions [3]

      Question 1

      Tell me about a time you had to overcome an obstacle. Could be with a client, friend, family member, etc.
      Answer question

      Question 2

      Tell me about a time you had to innovate to succeed.
      Answer question

      Question 3

      How have you helped deliver bad news? What reaction did you get and how did you overcome the objections that inevitably followed?
      Answer question
      3

      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

      380 jobs in United States
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      $45K - $100K /yr
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      (Employer provided)
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