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      Edward Jones

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      Búsquedas relacionadas: Evaluaciones de Edward Jones | Empleos en Edward Jones | Sueldos en Edward Jones | Prestaciones en Edward Jones
      Entrevistas en Edward JonesEntrevistas para el cargo de Financial Advisor en Edward JonesEntrevista en Edward Jones


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      Entrevista para Financial Advisor

      8 mar 2018
      Empleado anónimo
      Dallas, TX
      Oferta aceptada
      Experiencia positiva
      Entrevista promedio

      Solicitud

      Me postulé en línea. El proceso tomó 4 semanas. Acudí a una entrevista en Edward Jones (Dallas, TX) en nov 2016

      Entrevista

      When you apply for the position as a FA if your resume is attractive you will get a call from a recruiter. This interview will last 30min of strictly behavioral questions, if they like you, you will get to do an in-person interview with a financial advisor in your area. In the in-person interview again you will be asked behavioral questions tell me about a time...? If the in-person interview goes well you have 1 week to complete a business plan. This will include how you will get clients for you business. You will have another phone interview explaining your business plan to the hiring manager. Then you will have to do a day in the life as a financial advisor. You want to get in an area you are comfortable and quiet you will be calling people and convincing them to began to invest with Edward Jones. There will be alot of people saying NO, but you want to stay positive and never give up. Make sure you are very organized for your day and be sure to make your meetings. This part of the interview is the most nerve racking, but they want you to get a feel with how it will be in real life. You will get rejected ALOT but you have to remember to continue to move forward. They will give you a list of all the people's names and the situation they are in, make sure you study and organize everything before you do the day in the life. Practice with someone and lay out your day before you even start. Depending on how well you do, they should call you pretty soon with an offer. These are real people (actors) you are on the phone with so be nice, and do not be afraid to call. Do not ever stop calling. If you do not like talking to people or listening to their financial problems, this probably is not the job for you. I got an offer 30min after I finished my day-in-the-life as a financial advisor.

      Preguntas de entrevista [2]

      Pregunta 1

      Tell me about a time you had to deal with an upset customer, how did you handle it?
      1 respuesta

      Pregunta 2

      Tell me about a time you had to give a presentation to an audience that had no knowledge about what your topic was over, how did you explain and what did you do to get them interested?
      Responder pregunta
      4

      Otras evaluaciones sobre las entrevistas para el cargo de Financial Advisor en Edward Jones

      Entrevista para Financial Advisor

      23 abr 2026
      Empleado anónimo
      Oferta aceptada
      Experiencia positiva
      Entrevista promedio

      Solicitud

      Me postulé en línea. Acudí a una entrevista en Edward Jones

      Entrevista

      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

      Entrevista para Financial Advisor

      11 feb 2026
      Candidato de entrevista anónimo
      Vancouver, WA
      Sin ofertas
      Experiencia neutra
      Entrevista difícil

      Solicitud

      Me postulé a través de una recomendación de un empleado. Acudí a una entrevista en Edward Jones (Vancouver, WA)

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Why do you want to be a financial advisor
      Responder pregunta

      Entrevista para Financial Advisor

      10 feb 2026
      Empleado anónimo
      Fort Worth, TX
      Oferta aceptada
      Experiencia positiva
      Entrevista difícil

      Solicitud

      Acudí a una entrevista en Edward Jones (Fort Worth, TX)

      Entrevista

      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

      Preguntas de entrevista [1]

      Pregunta 1

      How do you build trust with a new client?
      1 respuesta