Merrill Lynch Financial Advisor Interview Questions

Updated Mar 16, 2015
Updated Mar 16, 2015
41 Interview Reviews

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1 person found this helpful  

Financial Advisor Interview

Anonymous Employee
Anonymous Employee
Application Details

I applied through a recruiter. The process took 3+ monthsinterviewed at Merrill Lynch.

Interview Details

You need to have a college degree and well connected with others, so you can develop connections and get clients. We were hired from another firm and already had an established book of business to bring. So they wine and dinned us to move.

Interview Questions
  • They will ask you very personal questions about your financial history   Answer Question
No Offer

Other Interview Reviews for Merrill Lynch

  1. 2 people found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Anonymous Interview Candidate in New York, NY
    Application Details

    I applied in-person. The process took 5 daysinterviewed at Merrill Lynch.

    Interview Details

    Very professional. Looking for sales people. Had to take several aptitude tests and interview with sales manager and branch manager. Must have an interest in financial service and production. Ability to sell the interview on hiring you would be a real plus. Take an interview at some of the small firms first to build up you interviewing skills. And above all, at the end of the interview politely ask for the job and give 3 reasons why they should hire YOU.

    Interview Questions
    Negotiation Details
    Have another offer in hand so that you can be confident negotiating.
    Accepted Offer
    Positive Experience
    Average Interview
  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Anonymous Interview Candidate in New York, NY
    Application Details

    I applied through an employee referral. The process took 2 weeksinterviewed at Merrill Lynch in March 2014.

    Interview Details

    I was referred by someone and got a phone interview and then came to the office to meet with the supervisor of that location. They were very nice and showed me around and I immediately got introduced to everyone. They made sure the environment was inclusive since this was a new program.

    Interview Questions
    • How did you get out of a difficult problem? Describe how you overcame a challenge using creativity? Name 3 qualities about yourself that would make you a good candidate for this internship.   Answer Question
    Accepted Offer
    Positive Experience
    Easy Interview
  3.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    It was a three step process including a math exam and three in person interviews. The last step is a panel style interveiw with a lot of questions.

    Interview Questions
    • Asking about your best and worst qualities. Also, a current economic outloook.   Answer Question
    Negotiation Details
    Very open.
    Accepted Offer
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  5. 2 people found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 4+ weeksinterviewed at Merrill Lynch.

    Interview Details

    Very untraditional, its a buddy system..

    Interview Questions
    • Why do you think you can do what I do as an advisor?   View Answer
    Negotiation Details
    Negotiable only if you are living in the big cities with a lot of money.. essentially they are thinking about how you can make them the money back at some point during your career.
    Accepted Offer
  6.  

    Financial Advisor Interview

    Anonymous Interview Candidate in San Francisco, CA
    Anonymous Interview Candidate in San Francisco, CA
    Application Details

    I applied through an employee referral. The process took 3+ monthsinterviewed at Merrill Lynch in June 2013.

    Interview Details

    Very lengthy, but friendly and easy.

    Interview Questions
    Negotiation Details
    I'm a good salesman.
    Accepted Offer
    Positive Experience
    Easy Interview
  7. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Online test - two in person interviews, very easy to understand motivations

    Accepted Offer
  8.  

    Financial Advisor Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied online. The process took 3+ monthsinterviewed at Merrill Lynch.

    Interview Details

    First step was the FIAT exam, their simple math and economics test. Next was their personality exam. Then I had 2 phone interviews with a national HR rep and then a local HR rep. Then I needed to fill out some complaince forms. I passed all those and my actual face to face interviews started. First was with their training VP. He said he would be recommending me to go on with the interview process and meet the branch manager. I met the branch manager a month later. He informed me that there was only 1 position available. I rec'd a letter from BOA HR stating that they would be going with another candidate. I am in the process of asking their HR if I can be considered for another office in my area since I was able to get to the last interview in their interview process.

    Interview Questions
    • In your prior job that was of the same type of position, what do you feel you could have done to correct any mistakes and get more sales   Answer Question
    No Offer
    Positive Experience
  9.  

    Financial Advisor Interview

    Anonymous Employee in Columbia, MD
    Anonymous Employee in Columbia, MD
    Application Details

    I applied through an employee referral. The process took 3 weeksinterviewed at Merrill Lynch.

    Interview Details

    I applied through contact and was then given a person's email address to contact. I then had to take two online test the first was a math/ econ exam and the second one was a behavioral exam. After this I had a phone interview then an in person interview. This was all well and good but it seemed like there was no interest at the in person interview which was annoying because I wasn't sure why I was there. They seemed to have no interest because I was right out of college and had no sales experience.

    Interview Questions
    • None of the questions were really difficult but they were just assessing my personality. It was very strange and there seemed to be no interest from the beginning due to the fact that I had no sales experience. Wasn't really sure why they let it get that far in the first place if that was the case.   Answer Question
    No Offer
    Negative Experience
    Average Interview
  10.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied in-person – interviewed at Merrill Lynch.

    Interview Details

    I interned with ML during my senior year of college. That led to a job offer by the end of the internship. In the interview they ask you to put together a business plan.

    Interview Questions
    Negotiation Details
    No negotiating
    Accepted Offer
    Neutral Experience
    Average Interview

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