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      Edward Jones

      Engaged employer

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      Related searches: Edward Jones reviews | Edward Jones jobs | Edward Jones salaries | Edward Jones benefits | Edward Jones conversations
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      Financial Advisor Interview

      14 Jun 2009
      Anonymous employee
      Portland, OR
      Accepted offer
      Positive experience
      Difficult interview

      Application

      The process took 2 weeks. I interviewed at Edward Jones (Portland, OR) in Feb 2009

      Interview

      It is very easy to apply for the job. There is a personality quiz to begin with and then if you are what they are looking for they setup an interview over the phone. The first interview over the phone is more of a get to know you type of interview where they ask some questions about yourself and how you think the company works. If you pass that they then send you by email some more information and some paperwork. You then fill out some paperwork about your pass jobs and fax it back to them. If they like what they see then they email you some more paperwork on what you have to do and see if you like it. It consists of door knocking and finding out basic information about people. Nothing too bad, it just takes awhile to get used to it. Then if you like doing that you go on to a face to face interview where they ask you about your experience door knocking. They go a little more in depth about who you are and why you would want to work for the company. If you finish that they you are either offered a job or not.

      Interview questions [1]

      Question 1

      What do you think the company is about?
      Answer question

      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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