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Edward Jones Financial Advisor Interview Questions

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Edward Jones Interview Process

Dow drops 800 points: Interview with Wyoming financial advisor

The interview process at Edward Jones can be lengthy, taking up to 45 days from the date of application. It involves multiple interviews, both in person and over the phone, as well as a background check. The company puts a lot of emphasis on finding the right fit for their financial advisors, so the interview process is designed to weed out candidates who are not a good match.

1. What do you know about Edward Jones?

This question is a great way to test your knowledge of the company and its culture. It also allows you to show that you have done some research on the organization before coming in for an interview. When answering this question, it can be helpful to mention something specific about Edward Jones that you admire or relate to.

Example:I know that Edward Jones is one of the top financial advisors in the country. I admire how much they care about their clients and strive to provide them with excellent service. In my last job, I worked as a customer service representative at a bank. We had many customers who were unhappy with our services. I would love to work somewhere where the main goal is to make people happy.

2. Why do you want to work at Edward Jones?

3. What are your thoughts on the current state of the financial market?

The financial market is a major part of the job, so its important to show that youre knowledgeable about current events. You can use this question to discuss your opinions on recent news and how they relate to Edward Jones business model.

Tell Me About The Systems And Tools That You Lean On To Do Your Job

    How to Answer

    If Edward Jones mentions any tools or tech in their job posting, be prepared to discuss your exposure to those during your interview. Perhaps they use a specific CRM or tech to help analyze trends in the financial market. Talk to the interviewer about the tools that you currently use, and others that you have used in the past. If you are new to your career, you can talk about any programs that you used in university or during your internship. Be sure to show the interviewer that you are eager and willing to learn.

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How Will You Communicate With Me And How Often

Communication is key to any successful relationship. A financial advisor should be proactive. They should give you regular updates and the latest investment guidance and research. And they should periodically check in to see if your needs have changed since the last time you met.The right amount of communication will of course vary from person to person. It’s a personal preference strike a balance that works for you. When you’ve decided to hire an advisor, agree on how often youll touch base before you commit. You should expect at least one annual meeting to review your financial picture.

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Do You Work With Cpas Or Attorneys

If you’re a business owner or have other complex financial circumstances, or you’re looking to create a strategy for your estate, chances are other professionals will need to coordinate with your financial advisor. Will the financial advisor youre considering work with professionals already on your team? Will they provide referrals if you need these services?

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Since 1987

Here’s The Deal:

De Thomas Wealth Management is a privately-owned firm in Richmond Hill, Ontario. The firm has over 30 years of experience in financial services. Tony De Thomasis is the president of the firm. De Thomas Wealth Management strives to provide objective and unbiased financial services. They work with clients to build a solid foundation in order to help them achieve their financial goals. The firm provides the highest quality guidance and advice to investors. They deliver an exceptional level of wealth management advisory services that are tailored to address the distinct financial solutions required by their clients. De Thomas Wealth Management offers a complimentary, no-obligation evaluation of your current investment portfolio.

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How Do You Deal With Client Rejection Or Objections

    How to Answer

    Part of working in wealth management is sales and, what comes with sales, is facing rejection and objections regularly. Talk to the interviewer about any formal training you have in objection handling. Be prepared to discuss how you handle, and bounce back from, rejection.

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What Advice Do Candidates Give For Interviewing At Edward Jones

  • Dont. The chances of working for a horrible FA and a great one are 50/50. You wont know until youre in. You will speak to so many departments that dont talk to each other. The process is grueling Shared on October 15, 2020
  • Poorly trained fans then the boa is made to do the fa job. Especially difficult with lack of proper training..U learn aa you go unless u get a arrogant fa then u run everything.Shared on June 2, 2020
  • Find another firm to interview with. Unless you drink the juice, youre a goner. This firm is a devil in sheeps clothing. Dont believe all the hype.Shared on January 22, 2019

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How Do We Work Together

Between work and family commitments, its crucial to find someone who makes good use of your limited time. Ask about when and how they can meet with you. Do they have evening or weekend hours? If you can’t or don’t want to meet in person, do they have tools, like web conferences, to meet virtually? How often will they meet with you?

Besides the basic logistics of meeting with a financial advisor, it’s important to see if your approach to working with someone aligns with them. Maybe you like to be very hands-on, or perhaps you like the idea of turning over the decision-making to a professional. Be sure the financial advisor you’re considering supports the way you’d like to partner together.

Affinity Capital Management Inc Reviews

Behind The Business Edward Jones

Anup has helped my small businessa restaurant, through this difficult and unforeseen financial challenge. He has not only done a great job with my taxes, he has guided and advised us to on how to make better decisions for the long term. In our first meeting with Anup we got a clear view of were we stood, where we wanted to go and made a plan on how to there. Im looking forward to continuing to work and grow our small business with Affinity Capital.

I started working with Anup over a year now. He was recommended by a friend who happens to also be a client of his. It was the best decision I have made to have a financial advisor for both business and personal. I also recommended Anup to a few of my friends, and their experiences were all phenomenal. He is knowledgeable and easy to communicate with. Highly recommended.

Anup has been doing my taxes for several years. He has also provided me with sound financial advice. Anup is also very caring and coached me in planning for my and my family’s future. I recommend Affinity Capital Management Inc. wholeheartedly.

Help others: to send review or send us your review to . Negative and positive review will be used for rating. Make a difference.

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Question #: What Advisory Certifications Do You Have

A financial advisors certifications can be a good indicator of his or her level of experience and expertise. Two of the most notable designations are the certified financial planner and chartered financial consultant . Both require an advisor to have a certain level of experience, complete coursework, submit to a background check and abide by a set of ethical standards.

Certifications can also indicate an area of specialization, which may make an advisor better equipped to serve your particular set of needs. Advisors with tax expertise have designations such as certified public accountants or personal financial specialists , which are CPAs who also offer more comprehensive planning. Advisors with insurance expertise may hold a chartered life underwriter designation. Of course, not all certifications carry equal weight as some are much easier to earn than others.

Be sure to take a look over SmartAssets complete overview of the most popular financial certifications. In addition to these, ask how many years of experience each financial advisor has. Like any field, experience matters greatly, especially when theyve invested through varying market conditions.

Edward Jones Interview Questions And Answers

Prepare for the types of questions you are likely to be asked when interviewing for a position at Edward Jones.

When it comes to interviews, preparation is key. And if youre interviewing with Edward Jones, youll want to be prepared to answer some specific questions about the company.

Edward Jones is a financial services firm that offers investment advice and products to individual investors and businesses. The company has more than 14,000 financial advisors and serves more than 7 million clients.

So, what kind of questions can you expect to be asked in an interview with Edward Jones? Here are some examples:

What do you know about Edward Jones? Why do you want to work for Edward Jones? What can you contribute to the company? What do you know about the financial services industry? What do you know about investing? Why are you interested in working in the financial services industry? What do you think it takes to be a successful financial advisor? What are your thoughts on risk management? What do you think is the most important thing to know in order to be a successful financial advisor? What are your thoughts on the role of technology in the financial services industry? What do you think is the most important thing to know in order to be a successful investor?

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Do You Prefer To Work Independently Or With Partners

    How to Answer

    This teamwork-based question will give the interviewer an idea of your preferred work style. The way you answer this question will show a bit about your personality and how you interact with others. You may work well without the need for much direction and collaboration, or maybe you are very driven by a collaborative and team-focused environment. Either way, be honest with the interviewer about your preferences without leaning negatively, either way.

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Prepare For Your Interview

Gary Gurule
  • Tell me about a time when you encountered a difficult situation and how you overcame it.
  • Tell me about a time when you had a conflict with an individual and how you resolved it.
  • Tell me about a time when you needed to get information from someone who wasnt very responsive.
  • Tell me about a time when you made sure a client or customer was pleased with your service.
  • What qualities make for a successful intern?
  • What does a typical day look like in this role?
  • What is the most challenging part of this internship?

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How Long Is The Interview Process At Edward Jones

On-Call Branch Office Administrator Interview

You are required to complete a few applications and a background check and drug test as well. The process lasted about 1-2 months before being hired.

Furthermore, How long is the Edward Jones hiring process? Keep in mind, the entire recruiting process can take from two weeks to several months, depending on factors such as salary, geographic location and position. Search our current openings and apply for a headquarters position with Edward Jones.

What are common behavioral interview questions? Whats a Behavioral Interview Question?

  • Give us an example of a goal you failed to meet, and how you handled the situation.
  • Tell us about a time when you solved a problem at your job that wasnt part of your job description.
  • Tell us of a time when you took a risky decision and it didnt pay off.

Subsequently, How do you prepare for an on demand video interview?

How To Prepare For Edward Jones Hirevue Interview

Start with what you can control.

Start your interview in a place that is quiet away from kids, pets, lawnmowers, etc. Not only will the person viewing your video have a hard time understanding you, loud noises right when you are about to answer a question might sap your confidence.

Even though you might be at home, dress as if you were at an in-person interview. People viewing your answers appreciate the professionalism of someone that took the time to think about this issue and record using appropriate clothing.

Lighting is absolutely key. If you record in an environment with low light, youll come across as a blurry, barely recognizable mess on video which does not help your chances of getting hired. Open your curtains to let in lots of natural light or turn on lights to brighten up the environment. When it comes to lighting, more is always better as long as the lights arent pointed at your camera!

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all questions are behavior-based. their theory is that there is a big difference between these 2 questions:

As newnew said, this is a sales job. Period. End of story.


I’m new to this forum and new to the finance industry. Edward Jones has COMPLETELY put me through the ringer, and I barely have a shread of confidence left! . I really believe I would be a great financial advisor, but I am young, and without sales/finance experience. I have been quite successful with my own investments, and have always wanted to be a financial advisor. It is unprofessional to talk about my personal success with investing in my final interview? I’m definitely a people person, I’m very outgoing and having a thriving social life…is it unprofessional to talk about how many great parties I host in my small town, and how I have friends of all ages and occupations? Also, I’ve been through two tough phone interviews already. I’ve asked a hundred questions already, but I’m sure they’ll ask me again, do I have any questions? When by now, I do NOT have any other questions. Should I repeat some old questions just for good measure? One more thing…will they ask really tough behavioral-based interview questions again in the final interview? I don’t feel like the questions I’ve been asked so far are indicitive of whether or not I’d be successful as a FA! Help!!!

chicky poo,


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To Help You Prepare For An Edward Jones Job Interview Here Are 30 Interview Questions And Answer Examples

  • 1st Answer Example
  • 2nd Answer Example
  • Many employees in the wealth management industry are commission-based and rely on excellent relationships with their client base to make a healthy wage. For these reasons, its in your best interest to have a solid strategy when it comes to building strong relationships with new clients and building upon your existing client base at the same time. Discuss some steps that you take to ensure you have profitable client relationships.

    Its important to me that I take time out of every day to strengthen relationships with my prospective customers as well as my existing client base. For me, its all about adding value to my offering. This value could be in the form of my monthly newsletters, or the market reports that I publish quarterly. I spend the time to craft interesting downloads, whitepapers, and other PDFs focused on educating my contacts. This way, they become more comfortable with me and being to see me as a thought leader in wealth management. In turn, because of these frequent touchpoints, I am often the first name they think of when they are ready to build a stronger financial future.

    So, what kind of questions can you expect to be asked in an interview with Edward Jones? Here are some examples:

    Question #: How Do You Make Money

    You need to know how much your financial advisor will charge for their services. Depending on the service, an advisor may charge a flat fee, an hourly fee or an asset-based fee. Typically, advisors charge a flat fee or hourly fee for financial planning services and an asset-based fee for portfolio management. Some advisors also earn commissions for selling financial products or trading securities.

    A big difference to note is between fee-only and fee-based financial advisors. Fee-based advisers charge an upfront fee but they also get a commission for selling financial products. Fee-only advisors only make money from the fees they charge their clients. If youre worried about being subjected to regular sales pitches, you might be better off with a fee-only financial advisor.

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    Top 10 Edward Jones Financial Advisor Interview Questions And Answers

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