Investment Advisor Representative Interview Questions

188 investment advisor representative interview questions shared by candidates

Ed Jones will ask you for your birthday and Social Security number prior to the first interview. They will also ask you for your tax returns & a background check. I can understand some of this but typically employers don't ask for birthday & SSN before the first phone interview. Then, if you go further they want your tax returns (or W2s) from past years. That seems a little too invasive. They seems to want to know a lot about the candidate but they don't give much information in the process. Stay away!
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Investment Advisor

Interviewed at Edward Jones

3.4
Aug 4, 2015

Ed Jones will ask you for your birthday and Social Security number prior to the first interview. They will also ask you for your tax returns & a background check. I can understand some of this but typically employers don't ask for birthday & SSN before the first phone interview. Then, if you go further they want your tax returns (or W2s) from past years. That seems a little too invasive. They seems to want to know a lot about the candidate but they don't give much information in the process. Stay away!

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