How to Answer: When you suffer a setback in your portfolio, how does that emotionally affect you?
Advice and answer examples written specifically for an Edward Jones job interview.
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