MockQuestions

Edward Jones Mock Interview

To help you prepare for an Edward Jones job interview, here are 35 interview questions and answer examples.

Edward Jones was updated by on November 13th, 2022. Learn more here.

Question 1 of 35

Have you ever broken a non-disclosure, privacy, or confidentiality agreement?

As a professional in the wealth management industry, you will be privy to a lot of sensitive or confidential information on your clients and Edward Jones. It is highly likely that Edward Jones will have confidentiality agreements for you to sign, and that you will be signing contracts with each client you onboard. Talk to the interviewer about your thoughts on confidentiality agreements, and assure them that you are honest and full of integrity.

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35 Edward Jones Interview Questions & Answers

Below is a list of our Edward Jones interview questions. Click on any interview question to view our answer advice and answer examples. You may view six answer examples before our paywall loads. Afterwards, you'll be asked to upgrade to view the rest of our answers.

  • Behavioral

    1. Have you ever broken a non-disclosure, privacy, or confidentiality agreement?

  • Behavioral

    2. How will your skills complement Edward Jones, if hired?

  • Behavioral

    3. When you suffer a setback in your portfolio, how does that emotionally affect you?

  • Behavioral

    4. Many Edward Jones employees work as though they are independent business owners. Talk to me about what makes you entrepreneurial by nature.

  • Behavioral

    5. What skills did you learn in your current role that will help you succeed at Edward Jones?

  • Behavioral

    6. How do you show potential clients that you are a trusted source for information on wealth management and other financial topics?

  • Behavioral

    7. Would you cold call for a year if it meant you had a steady client list afterward?

  • Behavioral

    8. Do you prefer to work independently, or with partners?

  • Behavioral

    9. As a wealth management professional, have you ever been asked to act unethically? If so, what did you do?

  • Customer Service

    10. This role with Edward Jones is very independent. How do you prospect for new customers?

  • Customer Service

    11. How do you deal with client rejection or objections?

  • Customer Service

    12. How do you handle an angry customer or client?

  • Customer Service

    13. How would you build a relationship with a client with an intimidating nature?

  • Customer Service

    14. Edward Jones is client-centric. How do you continually strengthen relationships with your exciting client base?

  • Discovery

    15. Do you have a personal or professional mission statement?

  • Discovery

    16. Wealth management is an all-encompassing term. How would you explain what we do at Edward Jones to someone unfamiliar with our company?

  • Discovery

    17. Do you have any questions about this job, or working for Edward Jones?

  • Discovery

    18. Name for me what you believe to be the biggest challenge facing the wealth management industry today.

  • Discovery

    19. What are your pay expectations for this role?

  • Discovery

    20. What does your typical day or week look like?

  • Discovery

    21. Why do you want to work in wealth management, and where would you like your career to take you?

  • Discovery

    22. Financial Advisors with Edward Jones who are active in their community see more success. Tell me about an organization or group outside of work with which you are involved.

  • Discovery

    23. Which factors do you believe most impact the growth of the wealth management industry?

  • Discovery

    24. As a Financial Advisor, your compensation may be tied directly to your productivity. How do you feel about potentially working in a highly commissioned role?

  • Discovery

    25. How do you stay current on developments and trends in wealth management?

  • Experience

    26. Do you have experience preparing and delivering presentations?

  • Experience

    27. What experience do you have working with diverse people groups?

  • Experience

    28. What experience do you have networking with others?

  • Experience

    29. Please give me an overview of your background and experience.

  • Technical

    30. Analytical skills are critical to success as a Financial Advisor. In which ways are you analytically minded?

  • Technical

    31. Do you have your Certified Financial Planner (CFP) designation? If not, is this something you would like to achieve?

  • Technical

    32. Tell me about the systems and tools that you lean on to do your job.

  • Technical

    33. How would you explain mutual funds to someone unfamiliar with the concept?

  • Technical

    34. Walk me through your education and how it relates to a career in wealth management.

  • Technical

    35. In an initial client meeting, how do you first assess a client's financial position?