Edward Jones Interview Questions
Go Back1. Have you ever broken a non-disclosure, privacy, or confidentiality agreement?
2. How will your skills complement Edward Jones, if hired?
3. When you suffer a setback in your portfolio, how does that emotionally affect you?
4. Many Edward Jones employees work as though they are independent business owners. Talk to me about what makes you entrepreneurial by nature.
5. What skills did you learn in your current role that will help you succeed at Edward Jones?
6. How do you show potential clients that you are a trusted source for information on wealth management and other financial topics?
7. Would you cold call for a year if it meant you had a steady client list afterward?
8. Do you prefer to work independently, or with partners?
9. As a wealth management professional, have you ever been asked to act unethically? If so, what did you do?
10. This role with Edward Jones is very independent. How do you prospect for new customers?
11. How do you deal with client rejection or objections?
12. How do you handle an angry customer or client?
13. How would you build a relationship with a client with an intimidating nature?
14. Edward Jones is client-centric. How do you continually strengthen relationships with your exciting client base?
15. Do you have a personal or professional mission statement?
16. Wealth management is an all-encompassing term. How would you explain what we do at Edward Jones to someone unfamiliar with our company?
17. Do you have any questions about this job, or working for Edward Jones?
18. Name for me what you believe to be the biggest challenge facing the wealth management industry today.
19. What are your pay expectations for this role?
20. What does your typical day or week look like?
21. Why do you want to work in wealth management, and where would you like your career to take you?
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.
23. Which factors do you believe most impact the growth of the wealth management industry?
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?
25. How do you stay current on developments and trends in wealth management?
26. Do you have experience preparing and delivering presentations?
27. What experience do you have working with diverse people groups?
28. What experience do you have networking with others?
29. Please give me an overview of your background and experience.
30. Analytical skills are critical to success as a Financial Advisor. In which ways are you analytically minded?
31. Do you have your Certified Financial Planner (CFP) designation? If not, is this something you would like to achieve?
32. Tell me about the systems and tools that you lean on to do your job.
33. How would you explain mutual funds to someone unfamiliar with the concept?
34. Walk me through your education and how it relates to a career in wealth management.
35. In an initial client meeting, how do you first assess a client's financial position?