Merrill Lynch Financial Advisor Interview Questions

Updated Aug 26, 2014
Updated Aug 26, 2014
37 Interview Reviews

Interview Experience

Interview Experience

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Financial Advisor Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Application Details

I applied through a recruiter. The process took 3 months - interviewed 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. 1 person 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 days - interviewed 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  San Francisco, CA
    Anonymous Interview Candidate in San Francisco, CA
    Application Details

    I applied through an employee referral. The process took 3 months - interviewed 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
  3.  

    Financial Advisor Interview

    Anonymous Interview Candidate  in  Memphis, TN
    Anonymous Interview Candidate in Memphis, TN
    Application Details

    I applied through an employee referral. The process took 4+ weeks - interviewed at Merrill Lynch in May 2012.

    Interview Details

    Apply, screening call, screening test, manager interview and panel interview.

    Interview Questions
    • How are you going to be successful at this career.   View Answer
    Accepted Offer
    Neutral Experience
    Difficult Interview
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  5.  

    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
  6. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 4+ weeks - interviewed 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
  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 Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online - interviewed at Merrill Lynch in November 2012.

    Interview Details

    I had a phone interview as the first round interview. It went very bad. The first question i got was that do i have Series 7 license. The second question , i got was that am i an international student. Afterwards they asked me two to 3 basic questions about my resume.

    Interview Questions
    No Offer
    Average Interview
  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 3 months - interviewed at Merrill Lynch in January 2012.

    Interview Details

    5 rounds
    Initial - Meet And Greet
    2nd - Math exam
    3rd - psychological exam
    4th - Panel Review
    5th - Final Interview with hiring manager

    Interview Questions
    • Explain your natural market of clients.   View Answer
    Negotiation Details
    It all depends if you are import a book of business. If you do not have a book you start off at the low end of the scale.
    Accepted Offer
    Neutral Experience
    Average Interview
  10.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 3 months - interviewed 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

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