MockQuestions

Edward Jones Interview Questions

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

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

Question 1 of 35

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

How to Answer

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.

Written by Rachelle Enns on November 13th, 2022

Next Question

35 Edward Jones Interview Questions & Answers

  • Behavioral

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

      How to Answer

      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.

      Written by Rachelle Enns on November 13th, 2022

      1st Answer Example

      "I have signed NDAs and confidentiality agreements with my former employers as well as every client. As a professional in the wealth management industry, I also understand the importance of asking my clients to sign the same, so that everyone is protected. I hold myself accountable to confidentiality agreements and take pride in my honest character."

      Written by Rachelle Enns on November 13th, 2022

      2nd Answer Example

      "Before starting my internship, I was asked to sign a confidentiality agreement, which made complete sense to me considering the information I was privy to throughout that time. Discretion has never been an issue for me, and I am happy to comply with any matters of confidence on behalf of Edward Jones."

      Written by Rachelle Enns on November 13th, 2022

  • Behavioral

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

      How to Answer

      The interviewer would like to know how your skills will benefit Edward Jones, should they choose to hire you. This question is an excellent opportunity to highlight the hard skills and soft skills that make you a stand out candidate. Be sure that you answer aligns nicely with the values and mission statement of the organization.

      Written by Rachelle Enns on November 13th, 2022

      1st Answer Example

      "I understand, after reading through your company website, that your mission is to help your clients achieve financial independence and freedom in retirement. My skills in retirement planning are strong, and my portfolio of work attests to this fact. I care about my clients in a way that they notice, which is why I gain such a high referral rate year after year. Lastly, because I have twelve years experience in the wealth management industry, the time to train me will be significantly reduced, ensuring that I begin making a positive financial impact on Edward Jones right away."

      Written by Rachelle Enns on November 13th, 2022

      2nd Answer Example

      "I am highly technical and analytical and pick up on numbers and systems very quickly. I have already crafted a 30, 60, and 90-day plan to exceed my training expectations and targets. The plan includes doubling up on my cold calls and booking more in-person client meetings. These activities, along with my speed and eagerness, will ensure that I make an impact on the Edward Jones bottom-line as soon as possible."

      Written by Rachelle Enns on November 13th, 2022

  • Behavioral

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

      How to Answer

      Working in wealth management can be a bumpy ride, as you build your portfolio, and as rules and regulations in the finance industry shift. For this reason, the interviewer at Edward Jones would like to know that you can handle the ups and downs of the industry. Be prepared to discuss how setbacks impact you emotionally and how you typically cope.

      Written by Rachelle Enns on November 13th, 2022

      1st Answer Example

      "As a commission-driven Financial Advisor, I am competitive with myself, my past performance, and hyper-targeted when it comes to achieving my goals. I become internally frustrated when I do not meet my goals or a 'done deal' with a client falls through. When this happens, I do a rundown of what I could have done differently, trying to pinpoint where things could have gone wrong. I aim to learn from the situation so that it doesn't hold me back again."

      Written by Rachelle Enns on November 13th, 2022

      2nd Answer Example

      "I allow myself a moment to be frustrated when a setback occurs, but never in front of a client or colleague. I am very good at keeping my cool and maintaining positive energy. I've lost clients before, from what I perceived to be closed business, and it sometimes hurts, especially financially; however, I never let a situation like that hold me back. In fact, setbacks fuel me to work even harder the second time around."

      Written by Rachelle Enns on November 13th, 2022

  • Behavioral

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

      How to Answer

      Although you may be employed by Edward Jones, they want to ensure that you will be able to run your portfolio as though it is your own business. You may be responsible for building your client list, maintaining relationships, and adjusting your business to the ever-changing economic environments and trends that we face today.

      Share with the interviewer what an entrepreneurial mindset means to you, and how you go about exercising that mentality in your day to day work.

      Written by Rachelle Enns on November 13th, 2022

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  • Behavioral

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

      How to Answer

      To answer this question successfully, it's a great idea to take a look back at the job posting or job description, and take note of the skills that Edward Jones desires most.

      Many job postings are repetitive, and you should be able to see which skills come up more than once or twice. Focus on those keywords when answering this question.

      Written by Jaymie Payne on November 13th, 2022

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  • Behavioral

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

      How to Answer

      It's crucial, as an advisor or professional in the wealth management industry, that you can instill a feeling of confidence in your clients. Your clients have to be able to trust that you are in-the-know and that you do everything you can to provide them with the most up-to-date information, protecting their money and helping them to grow their financial situation. Discuss what you do to show potential clients that you should be their go-to source when it comes to their financial future.

      Written by Rachelle Enns on November 13th, 2022

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  • Behavioral

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

      How to Answer

      Edward Jones wants assurance that you are willing to put in the hard work required, to later reap the rewards of a stable pipeline of business. Wealth management professionals often focus on the size of their portfolios or the value of their client list; however, you know those results do not come without a ton of leg work.

      Show the interviewer that you understand a lucrative career comes from hard work. If you currently spend a lot of time cold calling, prospecting, and working on developing new business opportunities, you can discuss those activities.

      Written by Rachelle Enns on November 13th, 2022

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  • Behavioral

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

      How to Answer

      This teamwork-based question will give the interviewer an idea of your preferred work style. The way you answer this question will show a bit about your personality and how you interact with others. You may work well without the need for much direction and collaboration, or maybe you are very driven by a collaborative and team-focused environment. Either way, be honest with the interviewer about your preferences without leaning negatively, either way.

      Written by Rachelle Enns on November 13th, 2022

      User-Submitted Answer

      "I realize that this Financial analyst role requires someone comfortable working with others as well as being able to work independently. Throughout my career, I have had opportunities to work independently as well as collaborating with others to achieve set department and company objectives and I have excelled in both worlds."

      Written by an Anonymous User

      Chad Wilson

      Our Professional Interview Coach
      Chad Wilson Reviewed the Above Answer

      Good approach! If you are equally adept at working in groups and independently, and have no strong inclination towards either, it is important, to be honest, and say so. To strengthen your response, include some benefits of each one, or share examples of times you've been successful working independently and in a group.

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  • Behavioral

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

      How to Answer

      It's no secret that unethical behavior in the finance industry is widespread. Every day of the week, we hear in the news of somebody new facing fines and jail time for financial crime.

      Edward Jones takes pride in their reputation and part of maintaining this reputation means ensuring those they hire are operating entirely above board. If you have ever been asked to act unethically, talk about the situation without speaking poorly of another finance professional, or past employer. If this situation has never happened to you, that's great! Take a minute to assure the interviewer that you will always act with the utmost integrity.

      Written by Rachelle Enns on November 13th, 2022

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  • Customer Service

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

      How to Answer

      Because most Edward Jones employees are required to generate a certain portion of new clients, this question will likely come up in some form. The interviewer would like you to take them through your prospecting process. Because this question is open-ended, it can be easy to go on and on about every small step that you take. The primary purpose is to show the interviewer that you are able to build a strategy and execute it to build your business and meet goals. Keep your answer on track while bringing your process to life!

      Written by Jaymie Payne on November 13th, 2022

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  • Customer Service

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

      How to Answer

      Part of working in wealth management is sales and, what comes with sales, is facing rejection and objections regularly. Talk to the interviewer about any formal training you have in objection handling. Be prepared to discuss how you handle and bounce back from rejections. Persistence and persuasion will be important skills to possess at Edward Jones.

      Written by Jaymie Payne on November 13th, 2022

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  • Customer Service

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

      How to Answer

      With over seven million clients, it's inevitable that an Edward Jones client will be unhappy at some point. The interviewer wants to understand how you would handle a challenging situation and how you react under pressure. In your answer, include aspects like customer service skills, critical thinking, patience, communication skills, empathy, and your ability to resolve conflicts.

      Written by Jaymie Payne on November 13th, 2022

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  • Customer Service

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

      How to Answer

      At Edward Jones, you may come across many personalities, some of which may be intimidating or come off strong by nature. The interviewer wants to see that you have the smarts and maturity to deal with strong or unique personalities while maintaining control and professionalism. If you have come across a situation like this, discuss what you did to overcome any feelings of intimidation.

      Written by Jaymie Payne on November 13th, 2022

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  • Customer Service

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

      How to Answer

      One of Edward Jones core values is "we value working in partnership" and these partnerships are crucial to the success of the business. Many employees in the wealth management industry are commission-based and rely on excellent relationships with their client base to make a healthy wage. For these reasons, it's in your best interest to have a solid strategy when it comes to building strong relationships with new clients and building upon your existing client base at the same time. Discuss some steps that you take to ensure you have profitable client relationships.

      Written by Jaymie Payne on November 13th, 2022

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  • Discovery

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

      How to Answer

      The interviewer would like to know if you have a personal motto or mantra that you live and work by. In business, especially when working in a sensitive industry such as finance and wealth management, this is an important question to ponder. Think of this question as addressing your credibility statement, ensuring you come across as trustworthy and honest, to your clients, peers, and management.

      Written by Rachelle Enns on November 13th, 2022

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  • 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?

      How to Answer

      The term 'wealth management' can become fuzzy as there are many interpretations, along with a plethora of companies that offer wealth and financial investment services and products. The interviewer wants to see that you have conducted ample research on Edward Jones. Briefly discuss what you understand Edward Jones to do, in a way that anyone outside of the industry could follow.

      Written by Rachelle Enns on November 13th, 2022

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  • Discovery

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

      How to Answer

      Remember; it is not a badge of honor to say that you have no questions. Many candidates feel that by saying they do not have questions, they are showing that they have researched the job and fully comprehend the requirements. The right response is quite the opposite, however! By asking an insightful question, you are showing the interviewer full engagement and interest. Be sure that your queries are not mundane or redundant. The last thing an interviewer wants to hear is a question that is easily answered by simple research. Dig a bit deeper and ask questions such as:

      - How has Edward Jones embraced FinTech advancements this year?
      - What is your favorite part about working for Edward Jones?
      - What is Edward Jones biggest goal in the next 12 months?
      - What do you see as the most significant change in the wealth management industry over the next two years?
      - Is there anything from my resume, or our conversation, that I can clarify for you?
      - Is there any reason why you would not hire me?

      Written by Rachelle Enns on November 13th, 2022

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  • Discovery

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

      How to Answer

      The interviewer at Edward Jones wants to see that you've conducted ample research on the wealth management industry, and the challenges they face today. Whether you're a seasoned financial planning professional, fresh-faced in your first role outside of university, or even transitioning to a new industry, it's essential that you know the challenging side of the trade before joining.

      Share what you believe to be a significant challenge in the wealth management industry today, and why. Bonus points if you have a plan prepared on how you will overcome this challenge!

      Written by Rachelle Enns on November 13th, 2022

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  • Discovery

    19. What are your pay expectations for this role?

      How to Answer

      Since Edward Jones is involved in the finance and wealth management industry, it would be no surprise if they were very upfront when it comes to discussing your pay expectations compared to their offering.

      If you are newer to your career, the area, or this particular industry, and are unsure of what a fair ask may be, there are many reliable salary calculators available online.

      Avoid giving a wishy-washy answer. You want to be helpful to the interviewer while also sticking up for what you need, without pigeon-holing yourself too much. Answering this question well is a delicate balance.

      Written by Rachelle Enns on November 13th, 2022

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  • Discovery

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

      How to Answer

      The interviewer would like to discover more about your day-to-day or week-to-week roles and responsibilities. If you are coming from another wealth management firm, it's likely similar to what would be required at Edward Jones, however, it's important to describe in detail what your activities look like. Consider whether you spend time on the phone, responding to clients, outreaching and prospecting new business, running reports, traveling, etc. Keep a positive tone as you describe what your current role entails each day.

      Written by Jaymie Payne on November 13th, 2022

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  • Discovery

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

      How to Answer

      The interviewer wants to know what stems your passion for a career in wealth management and specifically with Edward Jones. Talk a bit about your history in the industry, how your post-secondary education propelled you into this career, or perhaps how your own experience with a Financial Advisor piqued your interest.

      Next, think about where you want to grow with Edward Jones. Take a look at the natural career path, from the role you are currently interviewing for, and up a few steps. Do you have ambitions to step up with Edward Jones and earn a title promotion? Discuss where you want your career to take you, being sure to show enthusiasm for potential job promotions and opportunity.

      Written by Jaymie Payne on November 13th, 2022

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  • 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.

      How to Answer

      The interviewer would like to know if you are giving of your time and involved in your community. As a Financial Advisor, a lot of your success comes from networking and getting your name out into the community. Volunteer work and community involvement showcase strong character and selflessness, which are all qualities that make a great advisor. Talk to the interviewer about how you are active and involved outside of work.

      Written by Rachelle Enns on November 13th, 2022

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  • Discovery

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

      How to Answer

      The interviewer would like assurance that you understand how the wealth management industry works, and the factors that could impact your success at Edward Jones. Be prepared to discuss any items you have recently read in the news, or talk about the sources that you turn to when you are looking for reliable and up-to-date information on what the wealth management industry is doing.

      Written by Rachelle Enns on November 13th, 2022

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  • 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?

      How to Answer

      Working on a commission-based position is not for everyone! Depending on the structure at Edward Jones and the role you are taking on, you may have a base pay, work on a guarantee, or be completely reliant only on the commissions you earn as a Financial Advisor. The interviewer wants to see that you have confidence in your abilities and the strength of your portfolio.

      Written by Rachelle Enns on November 13th, 2022

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  • Discovery

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

      How to Answer

      There are many resources in the wealth management industry, but the interviewer needs to know that you follow and take advice from only the best. In an online world where you can find any information you need, describe how do you ensure that your industry knowledge is from trusted resources. Mention the reputable publications that you lean on and feel free to ask the interviewer about what they use at Edward Jones! Asking for recommendations could break the ice and open up a helpful conversation.

      Written by Jaymie Payne on November 13th, 2022

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  • Experience

    26. Do you have experience preparing and delivering presentations?

      How to Answer

      Part of what you may be expected to do at Edward Jones could be planning, preparing, and delivering presentations to clients or other stakeholders. As most of us know, public speaking can be intimidating, causing fear in a lot of people. It's okay to be nervous; however, the interviewer wants to see that these nerves do not get in the way of your preparation and ability to communicate well.

      If applicable, discuss any courses or training you have taken, related to public speaking and presentations. Assure the interviewer that you are capable by reviewing times in the past when you have prepared and given presentations. Be sure to include details such as the topic, what the setting was, and how many people you presented to.

      Written by Rachelle Enns on November 13th, 2022

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  • Experience

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

      How to Answer

      At Edward Jones, you will work alongside other employees and likely be client-facing, so it's essential to have experience working with a diverse group of people to be successful. Describe the client demographics you have worked with and who you connect with most easily. Take this opportunity to discuss your experience working in this environment and refrain from speaking negatively about customers and coworkers.

      Written by Jaymie Payne on November 13th, 2022

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  • Experience

    28. What experience do you have networking with others?

      How to Answer

      To be successful at Edward Jones, you must be able to network to build and maintain relationships effectively. Sharing a business card and hoping someone calls you back is not a strategy. Share with the interviewer some of the techniques you use to network and make meaningful connections. Perhaps you have a mix of in-person networking and social media leveraging. Discuss what tools you've seen success with and how you plan to network to bring new business if offered the position with Edward Jones.

      Written by Jaymie Payne on November 13th, 2022

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  • Experience

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

      How to Answer

      Thoroughly review the job description with Edward Jones, so you understand what type of formal education (if any) and experience they are looking for. Give the interviewer a high-level overview of your work history, positions held, and education. If you have other relevant certificates or training, discuss those as well.

      Written by Jaymie Payne on November 13th, 2022

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  • Technical

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

      How to Answer

      Analytical skills are a core requirement for many positions at Edward Jones. There are many ways to show that you are analytically minded. Perhaps you are great at researching or investigating a problem. Maybe you take clear and logical steps in everything that you do. Or, you show a methodical or clear-cut approach to reaching your goals and completing tasks. Be prepared to discuss how you are analytically minded, making you an exceptional professional in the wealth management industry.

      Written by Jaymie Payne on November 13th, 2022

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  • Technical

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

      How to Answer

      Being a Certified Financial Planner (this may be called something else in your region) is a prestigious designation because it shows your clients that you can meet their needs despite the evolving requirements in the financial planning realm. During your certification, you take a plethora of topics, including financial analysis, retirement plans, education, and disability plans, economics, credit and debt, investments, law, insurance, and more.

      If you already possess industry certification(s), that is great! Take the time to discuss what you learned and express the importance of continued education.

      If you are not yet certified, be sure to let the interviewer know that you would be interested in gaining further industry designations if hired by Edward Jones.

      Written by Jaymie Payne on November 13th, 2022

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  • Technical

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

      How to Answer

      If Edward Jones mentions any tools or tech in their job posting, be prepared to discuss your exposure to those during your interview. Perhaps they use a specific CRM or tech to help analyze trends in the financial market. Talk to the interviewer about the tools that you currently use, and others that you have used in the past. If you are new to your career, you can talk about any programs that you used in university or during your internship. Be sure to show the interviewer that you are eager and willing to learn.

      Written by Rachelle Enns on November 13th, 2022

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  • Technical

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

      How to Answer

      Mutual funds may be a basic concept to you, as a wealth management professional; however, the point of the question is for the interviewer to determine how well you can explain financial products to your clients.

      Edward Jones has a reputation for educating their clients, helping them to understand common concepts in wealth management better. Show the interviewer that you can deliver these expectations by simply and clearly describing what mutual funds are, being sure to highlight the benefits.

      Written by Rachelle Enns on November 13th, 2022

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  • Technical

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

      How to Answer

      Your formal education and industry training might be on your resume; however, the interviewer would like you to dig deeper and bring this education to life for them by discussing how your education has prepared you for this job with Edward Jones.

      If you have a finance-specific post-secondary degree, this answer will be straightforward for you. You can list completed coursework applicable to the products and services offered at Edward Jones.

      If you do not have an applicable degree, it's time to think about what you learned at your highest levels of education and how that knowledge applies (or will apply) to your work. Some of these skills could include:

      - Proposal Writing
      - Public Speaking
      - Presentation Building
      - Independent Learning
      - Academic Research

      Written by Rachelle Enns on November 13th, 2022

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  • Technical

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

      How to Answer

      When it comes to a clients' financial position, and their financial risk tolerance, it's imperative that you, as a wealth management professional, know how to accurately and carefully assess their actual financial status. Show the interviewer at Edward Jones that you can take the appropriate steps when first meeting or onboarding a new client.

      Written by Rachelle Enns on November 13th, 2022

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