How to Pass the Edward Jones Assessment Test: Expert Guide

by Sarah Duncan

If you are pursuing your career as a financial advisor and are eager to secure a position at Edward Jones, you may have heard about their intensive (and often daunting) recruitment process.

Candidates applying for positions at Edward Jones are required to sit assessment tests that evaluate their suitability for the role, their knowledge and understanding of finance, customer service skills, and problem-solving abilities.

Take the Edward Jones Assessment Test to improve your score.

With the right tools, techniques, and resources, you can enter the assessment feeling confident and prepared.

Excelling in the Edward Jones assessment tests is a crucial step towards embarking on or advancing your career as a financial advisor.

It’s important to ace these tests to stand out within the competitive financial advisor industry.

Read on to learn how you can effectively prepare for the Edward Jones assessment tests.

Understanding the Edward Jones Assessment Test

Edward Jones is a financial services firm that specializes in providing investment advice and services to individual investors. It is one of the world’s leading financial services providers, with over 7 million clients.

The Edward Jones Assessment consists of tests designed to assess key competencies that are required for a successful career as a financial advisor.

In particular, these tests evaluate your knowledge of financial principles, customer service skills, and problem-solving abilities – all of which are crucial for effectively serving and managing clients in the complex world of financial investing.

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Edward Jones Application and Hiring Process

As one of the world’s leading financial firms, the Edward Jones application and hiring process is lengthy.

If you’re applying for a position or looking to develop your career with Edward Jones, here’s what you can expect:

Find position of interest

Firstly, you will need to create a candidate profile on the Edward Jones career website.

Then, explore the job opportunities listed, to identify a position that fits your skills, experience, and aspirations.

Submit Resume

Once you have identified a position of interest, submit your resume online. Ensure your resume is polished and up-to-date.

Receipt of resume

You will receive a confirmation email once Edward Jones has received your resume. Check your spam folder in case you cannot find this in your inbox.

Recruiter evaluation

An Edward Jones recruiter will read your resume, and evaluate your qualifications and skills. The most qualified candidates will be invited to progress with the recruitment process!


If your qualifications match what Edward Jones is looking for, you may be invited to an interview.

Edward Jones utilizes several different interview formats. You could be interviewed digitally, over the phone, or in person.


You will also be asked to participate in an assessment online. This is one of the final, yet most crucial stages of the process.

This article will explore the assessment step of the recruitment process in more detail.

Finalist evaluation

After you have completed the interview and assessments, Edward Jones’ recruitment team will evaluate finalists, run background checks and other pre-employment reviews, and decide who will receive an employment offer.

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What’s Included in the Edward Jones Assessment?

The Edward Jones tests typically include DDI tests; tests designed to screen a large number of job applicants that measure various mathematical, verbal, and logical reasoning skills.

While the exact test content and structure may vary by position, the tests typically cover the following key areas that are essential for a career in finance:

  • Knowledge/understanding of financial concepts
  • Communication skills
  • Problem-solving
  • Cognitive skills
  • Figural reasoning
  • Logical reasoning.

The tests typically consist of multi-choice questions, situational judgment tests, and role-play scenarios that you are required to respond to.

The Edward Jones Assessment that you sit will be made up of various parts, with each evaluating a different skill or area of expertise. The tests are typically administered online.

Preparing for the Edward Jones Test

To excel in the Edward Jones Assessment test, it’s important you take a strategic approach to preparation. Follow our tips and tricks for effective preparation:

Understand the test format

Become familiar with the format of the Edward Jones assessment tests, including the style of questions and scenarios that you are likely to encounter.

To do so, utilize online resources that provide practice questions and answers.

Brush up on your financial knowledge

Whilst this may seem obvious, if you’re applying for a position at a financial firm, you’ll need to brush up on your knowledge of finance.

This may involve reading back over university textbooks, seeking out resources online, or making notes/mind maps of fundamental financial principles to refresh your memory.

Practice customer service scenarios

Another important aspect of a career as a financial advisor is your ability to serve and communicate with customers.

Practice responding to hypothetical scenarios that require you to demonstrate professionalism and effective communication.

Practice answering questions under time pressure

As many of the Edward Jones DDI assessments are timed online tests, one of the main challenges is answering questions accurately and efficiently under time constraints.

In order to feel more confident, time yourself answering practice tests so that you become faster at comprehending and responding to questions.

Utilize practice tests and study resources

There are several online resources available to help you practice. JobTestPrep’s guides are specifically designed to help individuals prepare for the Edward Jones assessment tests.

Their customized PrepPacks include example DDI exams, study guides, and score reports.

Using JobTestPrep’s resources will allow you to familiarize yourself with the type of test content you can expect, such as practice tests to improve your ability to quickly and accurately answer questions in an online, timed environment.

JobTestPrep also provides score reports that identify the specific areas you need to work on, and study guides to help you improve your performance.

  • Be prepared on the day
  • When the time comes to sit your test, ensure your computer and wifi connection are working well to avoid any technical issues.
  • Schedule a time to sit the test in which you will not be distracted or interrupted.
  • Set up in a quiet place in which you can focus.
  • You may wish to have notes nearby for your reference.

Sample Questions and Answers

Sample Question 1:

The following provides an example of a situational judgment type of question

“A new client approaches you with a significant amount of money that they want to invest. The client requests a risky investment strategy that goes against Edward Jones’ conservative investment approach. The client is insistent that you follow their approach”

Select from the following options to describe how you would deal with this situation

  • Agree to the client’s request and proceed with the risky investment strategy
  • Politely decline the client’s request and explain Eward Jones conservative approach.
  • Seek advice from a senior financial advisor before making a decision
  • Offer a compromise by suggesting an investment strategy that is moderately conservative but still has some risk element.

Answer: b.

The best answer would be to politely decline the client’s request, and adhere to Edward Jones’ conservative approach. Choosing this answer shows that you are aware of the importance of abiding by company values and principles when providing financial advice.

Sample Question 2:

The following question is designed to evaluate your logical reasoning and verbal reasoning abilities.

  • Most small businesses are family owned
  • Most family owned businesses are profitable.
  • Most small businesses are profitable.

Is statement 3 true?

  • Yes
  • No
  • Uncertain

Answer: A. Yes, most small businesses are profitable

If most small businesses are family-owned, and most family-owned businesses are profitable, then we can infer that most small businesses are profitable.

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Final Words

If you are eager to secure a position at Edward Jones and embark on (or advance) your career in the world of financial services, you will need to excel in the Edward Jones assessment tests!

The best way to prepare is to use valuable online resources, such as JobTestPrep’s Edward Jones assessment test preparation pack.

You can access timed practice tests that allow you to familiarize yourself with Edward Jones test content and improve your performance by answering questions efficiently in a timed online setting.

Further, you’ll have access to detailed answer explanations and score reports so that you can brush up on areas that need improvement.

Remember, practice makes perfect, and preparation is key. Good luck!