Ready to make a move?
Here’s how to set yourself up for success.
We’re excited that you’re considering a new position at Edward Jones. We encourage you to move between divisions, departments and roles. It’s the best way to grow your skills — and maximize your contributions to the firm. As you begin the process, here’s what to expect.
1
Deciding to Apply
As you consider different job openings, we encourage you to be selective and seek those roles that are the best fit for you and the firm.
- Make sure the move aligns with your long-term career and development goals.
- Aim for a role that builds on your strengths and transferable skills and sets you up for success in your desired career path.
- Be realistic, but don’t sell yourself short. Is this a good stretch role? Or is it too far of a leap at this point in your career?
- Understand the home office grades and compensation philosophy.
- Discuss with your leader your interest in a specific position and communicate that you will apply; HO leaders are notified once you submit your application to any role, as are FA leaders when applying to an FA role.
2
Submit your resume
You will be competing against the most highly qualified people in our industry — your fellow associates and many experienced external candidates. A strong resume is your first chance to differentiate yourself in this competitive applicant pool and increase your chances of being invited to interview.
3
On-Demand or Phone Interview
For most Home Office and Branch Office positions, a recruiter will evaluate the qualifications of the internal and external candidates and invite the strongest candidates to participate in a pre-recorded digital and/or telephone interview. This is your opportunity to present your best self, so take some time to familiarize yourself with the interview process and the firm’s digital interview experience.
- Introduce yourself with a pre-recorded video interview and practice your responses to your digital interview.
- For interview tips, best practices and help recording video responses, visit the Modern Hire Help Center.
- Prepare for your phone interview and find out what to expect after you’ve completed your digital and/or phone interview.
“Going through the hiring process for internal opportunities can be an emotional roller coaster. Be patient, give every interviewer your authentic self, interview the interviewer to ensure the role intersects with your ‘why’.”
– Arica Harris, Banking and Payment Operations
4
Assessments
For certain roles, you may be asked to participate in an assessment process which may include a questionnaire or scenario-based role play.*
What to Expect and How to Prepare
*For Home Office roles, assessments typically precede the live interview. Financial Advisor and BOA assessments follow the live interview.
5
Live Interview
Once you’ve been identified as a leading candidate for a Home Office role, the next step is a live competency-based interview (face-to-face or videoconference) with the hiring leader. The interview process is slightly different for Branch Office positions, and a recruiter will provide more detail.
- Preparing for your Modern Hire Live interview
- Competency-Based Interviewing Tips (STAR approach)
6
Decisions, Feedback and Timeline
Congratulations! You’ve made it through our highly competitive application process. No matter the outcome, this experience is valuable for your career development. Now what?
- Follow up tips
- What you can expect from your recruiter/hiring leader and what they can expect from you?
- What if I’m not selected?
- Request feedback from the hiring leader who interviewed you.
- Use the experience to strengthen your next application.
- Regroup at our Career Planning and Development page.
- What if I am selected?
- Background check/drug test for FA and BOA after offer, if required.
- FINRA application required in some cases (e.g., FA/HQ to BOA).
- BOAs must complete annual reviews if due within 90 days of moving branches.
- Complete human resources documents.
