Merrill Lynch

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Merrill Lynch Finance Trainee Interview Questions & Reviews

Updated Jun 26, 2014
All Interviews Received Offers

Getting an Interview  

22%
15%
7%

Interview Experience  

71%
25%
2%

Interview Difficulty  

Average Difficulty
44 candidate interviews Back to all interview questions
Relevance Date Difficulty
in

Declined Offer

Neutral Experience

PMD Financial Adviser Trainee Interview

PMD Financial Adviser Trainee

Interviewed at Merrill Lynch

Interview Details – They start with a call then go into another phone interview in which they will ask you to pretty much write everything you say and email it back to them. Then you have a face to face

Interview Question – They want you to be able to generate 10 million AUM in your first year, no pressure right?   Answer Question

Reason for Declining – I did not want to work under a 10 million AUM or be fired stress conditions


No Offer

Positive Experience

Average Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee

I applied through a recruiter and the process took 2 months - interviewed at Merrill Lynch.

Interview Details – took around 2 months, but I wasn't in a rush, took a practice fiat exam and had to pass a background check before actually being able to move past the first round. Currently awaiting the second round.

Interview Question – Really just can you bring in assets.   Answer Question


No Offer

Positive Experience

Average Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee
Tampa, FL

I applied through a recruiter and the process took 4+ weeks - interviewed at Merrill Lynch in May 2014.

Interview Details – Still in the interview process, its a five step process from taking a quiz to talking to the managers. They are very detailed and they are.looking for sales experience most especially and the ability to bring in high net worth clients, make sure you have that ability, they give you ample time to study and prepare for the licensing exams.

Interview Question – What sets you apart from the rest.   Answer Question


No Offer

Neutral Experience

PMD Financial Advisor Trainee Interview

PMD Financial Advisor Trainee

Interviewed at Merrill Lynch

Interview Details – Got referred from an employee from a different department. Initially I was given a standard test followed by a phone interview shortly after submitting application. Then I was told a Client Associate would be a better fit for me. The second step was a in person interview two weeks later with several financial advisors. Overall it was not stressful.

Interview Question – What was your favorite class, what was your least favorite. Typical behavioral questions- Why Merrill? Why Finance? Where do you see yourself in five years? Talk about Adversity?   Answer Question


Accepted Offer

Neutral Experience

Average Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee
Westlake Village, CA

I applied online and the process took 3 weeks - interviewed at Merrill Lynch in October 2012.

Interview Details – Two separate interviews with two different people. They want to know who you know and how much money they have and how you plan to talk them into doing business with you and the firm. It is not about your money management skills they want to know about, but your marketing and sales skills and strategy.

Interview Question – What makes you think you can talk Dr. So and So into moving his $5 million account with you, and how will you talk him into referrals as soon as possible?   Answer Question

Negotiation Details – no negotiation unless you have assets ready to come over


No Offer

Neutral Experience

Financial Advisor Trainee Interview

Financial Advisor Trainee

I applied online and the process took 2 months - interviewed at Merrill Lynch.

Interview Details – Applied online. Required FIAT examination to assess how you may score on your Series 7 & 63. Passed, took about a week for the recruiter to set up phone interview.

Interview Question – What is your five year plan?   Answer Question


No Offer

Neutral Experience

Financial Advisor Trainee Interview

Financial Advisor Trainee

Interviewed at Merrill Lynch

Interview Details – I passed the phone screen with flying colors and am STILL waiting for the office to call me in for an interview. It's been 7 weeks. They're allegedly "working through a backlog".

Interview Question – Still waiting for the interview call!   Answer Question


2 people found this helpful

Accepted Offer

Positive Experience

Average Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee
San Diego, CA

I applied through an employee referral and the process took 2 months - interviewed at Merrill Lynch in November 2010.

Interview Details – Ok, took a finance test.

Negotiation Details – Took a few months to negotiate the offer.


No Offer

Negative Experience

Financial Advisor Trainee Interview

Financial Advisor Trainee
Menlo Park, CA

I applied online and the process took 2 weeks - interviewed at Merrill Lynch in September 2012.

Interview Details – Selective hiring process, after a group interview and once you pass a pretty rudimentary economics and quantatative test you sit down with the hriring manager. The selection process is flawed and somewhat biased, I was the only minority in the group interview.

Interview Question – Where were you born   View Answer


Accepted Offer

Positive Experience

Easy Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee

I applied online and the process took 3 months - interviewed at Merrill Lynch in January 2009.

Interview Details – Interviewed with the Director of the Southeast Region. Interview went well because I brought value to the company.

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