Edward Jones Mock Interview

Practice 35 Edward Jones interview questions covering client relationships, branch operations, and financial advisory principles.

Question 31 of 35

What does your typical day or week look like?

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Jaymie Payne

Jaymie Payne is passionate about talent acquistion and has nine years of experience in corporate and healthcare recruitment.

"My typical day consists of returning client calls and emails, administrative tasks like reporting and data analytics, prospecting for new business, and usually traveling to at least one meeting or appointment in the area. I work with some larger organizations in the community, so I often host employee informational sessions each month, especially around tax time and open enrollment season."

Jaymie Payne

Jaymie Payne is passionate about talent acquistion and has nine years of experience in corporate and healthcare recruitment.

"My week consists of a lot of prospecting. I spend several hours a day networking on LinkedIn and Facebook, joining different community groups, and outreaching folks in my cold and warm lead list. Sometimes, I do door-to-door canvassing to try and generate interest as well. I have a weekly goal of outreaching 200 people, which takes most of my time each week. I also spend time servicing my current client group and keeping up with in-services and training."

Jaymie Payne

Jaymie Payne is passionate about talent acquistion and has nine years of experience in corporate and healthcare recruitment.

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.

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35Edward Jones Interview Questions & Answers

Customer Service

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

Discovery

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

Behavioral

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

Technical

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

Discovery

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

Technical

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

Technical

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

Customer Service

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

Technical

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

Behavioral

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

Technical

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

Discovery

12.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?

Technical

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

Behavioral

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

Discovery

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

Discovery

16.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.

Behavioral

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

Behavioral

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

Customer Service

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

Discovery

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

Experience

21.Do you have experience preparing and delivering presentations?

Behavioral

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

Behavioral

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

Customer Service

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

Discovery

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

Behavioral

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

Behavioral

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

Discovery

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

Discovery

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

Discovery

30.What are your pay expectations for this role?

Discovery

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

Experience

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

Customer Service

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

Experience

34.What experience do you have networking with others?

Experience

Edward Jones Mock Interview

What does your typical day or week look like?

35Edward Jones Interview Questions & Answers

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

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

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

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

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

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

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

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

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

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

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

12.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?

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

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

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

16.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.

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

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

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

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

21.Do you have experience preparing and delivering presentations?

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

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

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

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

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

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

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

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

30.What are your pay expectations for this role?

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

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

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

34.What experience do you have networking with others?

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