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Financial Advisor Associate Interview Questions

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8,655 financial advisor associate interview questions shared by candidates

The phone screening was a simple conversation - about an hour long. - Walk me through your resume: Questions were asked about each position I previously held, why I chose those positions, why I chose to leave, etc. - Why Edward Jones? - Why are you interested in the Financial Advisor position? At the end, I was asked 3 behavioral questions: - Tell me about a time when you saw a challenging opportunity. How did you approach it and what was the result? - Give me an example about a time you took initiative to improve your skills or abilities in a specific area. - Tell me about a time when you had to explain in detail a difficult concept.
avatar

Financial Advisor

Interviewed at Edward Jones

3.4★
Apr 10, 2016

The phone screening was a simple conversation - about an hour long. - Walk me through your resume: Questions were asked about each position I previously held, why I chose those positions, why I chose to leave, etc. - Why Edward Jones? - Why are you interested in the Financial Advisor position? At the end, I was asked 3 behavioral questions: - Tell me about a time when you saw a challenging opportunity. How did you approach it and what was the result? - Give me an example about a time you took initiative to improve your skills or abilities in a specific area. - Tell me about a time when you had to explain in detail a difficult concept.

The typical questions: How would you handle blank, explain a time in the past when you turned a negative client experience around. But this is nothing. Be prepared to do a business plan, then be interviewed on the business plan. Lastly is a simulation online a day in the life of an advisor. You get fake client profiles, emails, and phone calls. It is a riot!
avatar

Financial Advisor

Interviewed at Edward Jones

3.4★
Jan 9, 2016

The typical questions: How would you handle blank, explain a time in the past when you turned a negative client experience around. But this is nothing. Be prepared to do a business plan, then be interviewed on the business plan. Lastly is a simulation online a day in the life of an advisor. You get fake client profiles, emails, and phone calls. It is a riot!

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