Edward Jones Interview Questions

17 total interview insight submissions
Interview Experience (89%)

The Interview Experience is a score from 1 star (very negative) to 5 stars (very positive) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.7
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (72%)

The Interview Difficulty is a score ranging from very difficult (red) to very easy (green) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. The higher the number, the more difficult the interviews on average. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more insights, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire data set.

2.5
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult
% Interns - FT Offers (87%)

The % of Interns Getting a Full Time Offer chart is meant to provide a realistic estimate of the hiring practices of the company based on the reviews at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to the simple company average and away from the average of the entire data set.

70%
  • 0%
  • 10%
  • 20%
  • 30%
  • 40%
  • 50%
  • 60%
  • 70%
  • 80%
  • 90%
  • 100%

Interviews at Edward Jones

Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Student / Prospective Monkey
Year 2019
Job Title Student / Prospective Monkey
Group/Division Public Finance
Location St. Louis
Experience
Neutral
Difficulty
Average
Trader
Year 2017
Job Title Trader
Group/Division Trading
Location St. Louis
Experience
Very Positive
Difficulty
Average
Intern
Year 2016
Job Title Intern
Group/Division Wealth Management
Location Smithtown
Experience
Positive
Difficulty
Easy
Financial Advisor
Year 2008
Job Title Financial Advisor
Group/Division Sales
Location Tacoma
Experience
Positive
Difficulty
Average
Year 2014
Job Title
Group/Division Wealth Management
Location Tampa
Experience
Positive
Difficulty
Easy
Research Associate
Year 2013
Job Title Research Associate
Group/Division Research
Location St. Louis
Experience
Neutral
Difficulty
Easy
Consultant
Year 2015
Job Title Consultant
Group/Division Wealth Management
Location Marietta
Experience
Neutral
Difficulty
Very Easy
Intern
Year 2014
Job Title Intern
Group/Division Trading
Location St. Louis
Experience
Positive
Difficulty
Difficult
Financial Advisor
Year 2012
Job Title Financial Advisor
Group/Division Sales-Marketing-Investment Advisor
Location Nashville
Experience
Very Positive
Difficulty
Average
Trader
Year 2013
Job Title Trader
Group/Division Trading
Location Saint Louis
Experience
Positive
Difficulty
Very Easy

Interview Questions & Answers - Edward Jones Examples

Client Manager Interview - Public Finance

Anonymous interview candidate in St. Louis
Interviewed: May 2019
Outcome
No Offer
Interview Source
Recruiter
Length of Process
1-2 months
Application
Phone Interview
Interview
Nothing too crazy, basic questions for finance. No technicals in the interview. Most were personality based.
Interview Questions
None really

Trading Associate Interview - Trading

Anonymous interview candidate in St. Louis
Interviewed: May 2017
Outcome
Declined Offer
Interview Source
Recruiter
Length of Process
Less than 1 month
Application
Phone Interview
Group Interview
Interview
Spoke with a number of employees at the firm mostly about personal interests and cultural fit. Minor technical questions, but no technical testing. Spoke about personal trading experience as well as tactical positions within my portfolio. Offer was made after third phone call.
Interview Questions
They had asked me to elaborate on a number of positions within my portfolio. It was daunting to elaborate on long/short positions that were mostly by gut and momentum to seasoned trading veterans who, I assumed, expected more substantial responses about portfolio management. While everyone was pleasant to talk to and courteous to me as a graduating senior, it was admittedly nerve-wracking to talk to potential future supervisors about portfolio positions and the thought process, especially over the phone.

Edward Jones - Financial Advisor Intern Interview - Wealth Management

Anonymous employee in Smithtown
Interviewed: December 2016
Outcome
Accepted Offer
Interview Source
Employee Referral
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Drug Test
Interview
Filled out application online after referral from a current employee. Then had phone interview and a in person interview with a current Financial Advisor. Also had to pass a drug test
Interview Questions
The interview was mostly fit questions. Questions included:

Why Edward Jones?

Why do you want to be an intern for a Financial Advisor?

Name a time you failed and how you over came it?

What is a time that you had to deal with major adversity?

Are you comfortable going door to door with a new financial advisor who is trying to recruit new clients?

What do you feel is the greatest challenge our financial advisors face? How would you handle these challenges?

Are you interested in a career with Edward Jones after the completion of this internship?

Financial Advisor Interview - Sales

Anonymous employee in Tacoma
Interviewed: October 2008
Outcome
Accepted Offer
Interview Source
Recruiter
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Personality Test
Interview
Initial interview was over the phone followed by a online personality test. After they reviewed the results of the personality test, I was referred to a face-to-face interview with a broker in the area. The face-to-face interview consisted of standard questions but I impressed the interviewer by providing a packet of tabbed personal info that included a resume, evaluations, transcripts, and letters of reference.
Interview Questions
1. How does your spouse feel about the position? They are looking to see your commitment and your spouse's commitment because they require long hours to make personal contacts followed up by hand-written thank you notes. Where do you see yourself in 5 years? They are asking for desire to succeed and your drive / motivation. This can be a huddle because when they are looking to hire the financial advisor position they are looking for someone who will be entrenched in the community, not climbing a corporate ladder.

Financial Advisor Intern Interview - Wealth Management

Anonymous employee in Tampa
Interviewed: December 2014
Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Phone Interview
Drug Test
Background Check
Interview
Shortly after applying online, I got an email saying I was selected for an interview. The interview was over the phone, and was behavioral in nature. Questions were asked about extracurricular activities, and why I want to become a financial advisor.
Interview Questions
Name a time when you had to teach someone a confusing topic.
Tell me about your involvement outside the classroom.
Why do you think you would be a good fit at Edward Jones?
Why do you want to be a financial advisor?
Tell me about a time you worked as part of a team to accomplish a difficult task.
What qualities do you possess that would translate to a career as a financial advisor?
Tell me about yourself.
What led impacted your decision to pursue this opportunity, with this firm specifically?

Research RDP Interview - Research

Anonymous employee in St. Louis
Interviewed: 2013
Outcome
Accepted Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Group Interview
Interview
Initially, I interviewed 1 on 1 on my campus with an individual who was leading the program. That led to a phone interview with HR which then led to an invitation for a series of interviews with the research department. The interviews with the research department consisted of 4 half hour interviews back-to-back at their office with each interview having two interviewers.
Interview Questions
The questions were not unexpected. They were predominately fit related questions including questions like:

"Tell me about a time you knew you were going to miss a deadline or did miss a deadline and how did you handle it?"
"Where do you see yourself in five years?"

Financial Advisor Interview - Wealth Management

Anonymous interview candidate in Marietta
Interviewed: April 2015
Outcome
No Offer
Interview Source
Employee Referral
Length of Process
1-2 months
Application
Phone Interview
Skills Test
Background Check
Interview
First there is an online application, then a bunch of character questions, and a skills test. Afterwards there was a phone interview with your specific recruiter.
Interview Questions
I was asked was I in school and because I am in school for my Masters, I didn't get the offer. I was told from Edward Jones that they do not want their first year analyst in school at all.

Equity Trading Intern Interview - Trading

Anonymous employee in St. Louis
Interviewed: November 2014
Outcome
Accepted Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Personality Test
Drug Test
Background Check
Interview
After submitting a resume online and through an employee of the firm, I was called to an on-campus interview. The interview was pretty basic, mostly behavioral questions, and not much dealing with financial markets or products. After the first interview, the next 3 interviews were within the matter of 3-4 weeks, and all were over the phone. One of the interviews was with an HR representative, while the others we partners of the firm. The two with the partners dealt more with my familiarity of financial products, the markets, and even pitching a few investment ideas. They also asked about my knowledge of Microsoft Excel, as much of my job of the trading floor required using excel, along with Bloomberg Terminals.
Interview Questions
"Please give me an investment (stock, bond, mutual fund, etc) that you would advise a client today. What is the basis for your strong opinion about this investment? Who is this investment best served too?"
"Please describe a time where you worked in a group and had to deal with a member that did not get their work done in a timely manner. How did you handle this challenge"

Financial Advisor Interview - Sales-Marketing-Investment Advisor

Anonymous employee in Nashville
Interviewed: November 2012
Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
3-4 months
Application
Phone Interview
1 on 1 Interview
Presentation
Skills Test
Personality Test
Drug Test
Background Check
Other
Interview
The process is not short. Edward Jones does make it a point to contact all applicants, so everyone who applies will get a shot. The first step is apply on-line, they will follow-up in appx 2-3 weeks. They will schedule a phone interview, then they will give you a task, such as write a possible business plan, and go do a public survey in the area that you would like to establish and office. After you complete that you will do your phone interview, send in your results of your survey with you mock business plan, and schedule a 1 on 1 interview. After the 1 on 1 interview, you do a virtual assessment called "a day in the life" this is appx a 3 hour test online to see how proactive you are. Following that you get your background check, your drug test, and compliance makes sure you can submit a U4. Very easy process, kinda slow, but if you stay on top of the process it will go faster.
Interview Questions
Why do you think you would be a good Financial Advisor?
What is your Investment Experience?
How would you build your business?

Trading Desk RDP Interview - Trading

Anonymous interview candidate in Saint Louis
Interviewed: November 2013
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
Less than 1 month
Application
Group Interview
Interview
Had an on-site interview with Solutions RDP and the interviewee referred me to people at Trading RDP. Got an on-site 2 hour interview (4 people, 30 minutes each). Interview was all fit questions and behavioral questions for 20-25 minutes and 5 minutes of asking questions.
Interview Questions
Be prepared to explain and adapt your story in multiple ways and explain every bullet point on your resume.

Tell me a time when you had to adapt to a demanding customer and how you dealt with that situation?
$1bn+
Est Annual Revenue
$50bn-$75bn
AUM

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