BoA Merrill Lynch Financial Advisor Trainee Interview Questions & Reviews
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Updated Apr 20, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 8 ratings 
“Average” Interview
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Interview Experience [?] Based on 8 ratings
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| 1–8 of 8 BoA Merrill Lynch Interviews | Sort by |
Financial Advisor Trainee at BoA Merrill Lynch
Posted Apr 20, 2012
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Nov 2011 (took 4 months)
Applied online, received call several months later. Phone interview and then in person interview.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview and a Skills Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at BoA Merrill Lynch
Posted Apr 14, 2012
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2.0
Easy Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Apr 2012 in Worcester, MA (took a day)
It was pretty enjoyable. The interview was one and half hours long. He only asked me one question that was "tell me your strength".
And he spent the most of time talking about what exactly the job will deal with. And my major is Accounting/Finance and to be honest, so far, I dont have any experience in finance field so I asked him couple of questions about how FA build their networkings and the opportunities in this field.
So far, i am still waiting for the response but i probably failed... Cause as I know here're 8 people aiming for this internship position.
But anyway, the interview was enjoyable and the interviewer was very nice and patient.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at BoA Merrill Lynch
Posted Jan 16, 2012
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Dec 2011 in New York, NY (took 4+ weeks)
The hiring process was rather slow and cumbersome mind you I did interview in December. I passed the FIAT and had to present a business plan. The interview went well and I was told I was to proceed to the penultimate stage in the hiring process which was an interview with the complex branch manager.
After Xmas I called the manager's secretary to arrange a date for the interview but she kept telling me that people in the office had not yet come back from holiday. This continued to happen until the second week of January! I called the individuals who interviewed me and they were surprised at the secretary's explanation. The next call I received was from HR telling me the complex director had a "change of heart" in the kind of trainees' background he was hiring. "Huh"?!
Left a sour taste after the process not so much of the decline in offer but the fact that the secretary LIED to me about what was going on. Otherwise the interview process was very good. I guess I had bad-luck with the whole process. Shame...
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview, a 1:1 Interview, a Presentation, an IQ/Intelligence Test and a Skills Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at BoA Merrill Lynch
Posted Jan 16, 2012
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3.0
Average Interview
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Overall Neutral Experience
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Received and Declined Offer
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Interviewed Dec 2011 (took 4+ weeks)
Had 4 interviews, took the FIAT test 100% passed. The final interview was the one that made me re-think about this position, perhaps it was the complex director that made me think I did not want to work under him.
Interview Questions
Other Details
I got the interview through an Employee Referral.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at BoA Merrill Lynch
Posted Jan 8, 2012
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4.0
Difficult Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Oct 2011 (took 2 months)
Walked in, received a phone call with invitation to interview, took tests, had to follow up several times, had a group interview with a feeling that would not get an offer - not enought matching experience (wasn't it clear at the first interview?!)
Interview Questions
Other Details
I applied In-Person and the interview consisted of a 1:1 Interview, a Group/Panel Interview, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at BoA Merrill Lynch
Posted Oct 18, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Oct 2011 in Bala Cynwyd, PA (took 4+ weeks)
Applied online then talked to recruiter who matches your preferences with openings at a branch office. Next step is to take a on-line test involving math and fundamental economics/financial questions, then a personality test. Last steps involve multiple in-person interviews and panel interview.
Interview Questions
Negotiation Details
Depends on previous experience
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at BoA Merrill Lynch
Posted Oct 12, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Aug 2011 in Seattle, WA (took 2 weeks)
Started with the group information session. They play a video that gives a background about ML and the FA position. Same stuff you can read online (and should have already if you are serious about the position). If you are still interested, the next step is the FIAT test that guages your financial intelligence and gives ML an idea if you're likely to pass the Series 7 & 63 exams. If you perform well on those, you'll likely be offered a one-on-one with the person in charge (mine was the Regional Director). From there, you'll interview with a few other people to see if you'll fit in with the culture. A few days after that, I was offer the position.
Interview Questions
Reason for Declining
Was not the right fit for me...
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at BoA Merrill Lynch
Posted Sep 21, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Dec 2009 (took a day)
I went directly to the office and made an appointment to speak with the Financial Advising Manager to express my interest. It was very easy since he accepted the appointment immediately. We spoke for 30 minutes and was very candid about the duties and what is expected in this position. He was looking to fill two spots and offered me the position shortly after. I was intimidated initially because it was a professional office with some senior advisors. They all seemed very friendly.
Interview Questions
Other Details
I applied In-Person and the interview consisted of a 1:1 Interview, an IQ/Intelligence Test, a Skills Test, a Personality Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
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