I applied online. The process took 2 months. I interviewed at Edward Jones (Mesa, AZ) in Aug 2023
Interview
Long interview process. I made it to the final round interview after a phone screening, first round interview, business plan activity, interview with a local Financial Advisor, and finally a 3.5 hour "day in the life" online assessment/simulator. I was shuffled between two different points of contact with HR for no given reason. I did not receive any feedback after my final interview and I was not compensated for any of my time spent. Interview process took ~2 months. I was told they could work with my availability, yet it took nearly two weeks and a game of phone tag to hear back after my final interview. It was also time-consuming finding an available time to interview with FA's. I would not recommend this process to anyone currently working, as they ask for a lot of prep time and networking while you are in the process.
Interview questions [1]
Question 1
How would you build a book of business? How do you manage your time? Have you ever had a negative experience with a client? How did you handle it?
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.
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 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
