Merrill Lynch Financial Advisor Interview Questions & Reviews
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Updated Jan 23, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 16 ratings 
“Average” Interview
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Interview Experience [?] Based on 16 ratings
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| 1–10 of 16 Merrill Lynch Interviews | Sort by |
Financial Advisor at Merrill Lynch
Posted Jan 23, 2012
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2010 in Colorado Springs, CO (took 3 weeks)
I knew the manager a little bit from a previous interaction. I emailed him and detailed why I would do well in the position. He then scheduled a meeting.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted Oct 28, 2011
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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 Jun 2011 (took 6 weeks)
I had a referral from a friend, and I was able to have a few interviews with the branch manager. In my initial interview where we discussed the company, and possibilities for me within the company. On the second interview I took the FIAT test, and then was later asked to take the character test. All of my test scores were good, but unfortunately I wasn't offered a job. He said I was qualified, and had good characteristics, but the company was not hiring at the time. He said he would keep my contact information and if anything came open that he would keep me in mind. Overall I like the company and the staff, and I would probably take a job with them if one comes available.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview, an IQ/Intelligence Test and a Skills Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted Oct 8, 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 Sep 2011 (took 5 days)
I applied through my university career center. I was later contacted & asked to visit the office to take the FIAT test as well as meet several FAs currently working at the office. Immediately upon my arrival I took the FIAT test which lasted about 30 minutes. I was not informed whether or not I had successfully completed the test but assumed as much once the interviews began.
The first interview was with the current director/advisor of the Financial Advisor training program (PMD) who was also an FA. He was cordial throughout the interview & spent most of the time talking about his experiences in the position. This felt more like a conversation & less like an interview. Next I spoke to a Vice President & another FA. Aside from the typical jitters that accompany an interview, nothing was particularly unsettling about the process. I was then asked to come back a few days later & meet with the Branch Manager who was not there that day.
When I returned to meet with him, we spoke for a few minutes and he told me that I was likely to receive an offer. He asked me about myself, accomplishments I was proud of, where I saw myself in 5 years, etc.
Interview Questions
Reason for Declining
Ultimately, I felt the position was not right for me at this time.
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview, a Skills Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted Sep 15, 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 Jan 2009 in Oakland, CA (took 4+ weeks)
Recruiter did a phone a detrailed phone interview about past experience with straight forward questions. Qualified me and arranged for interview with Manger. Very comfortable casual conversation with the manager about past experience and what i could bring to the table. Offer was made at the end of the conversation and was allowed to meet a few employees and walk around the office to get a feel for things.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted Sep 7, 2011
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3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed May 2011 in Vienna, VA (took 4 days)
Interview seemed a bit disorganized and drawn out unnecessarily over multiple days. It seemed people were to busy to care about new hires so they only had one admin dealing with the entire process until I finally had my interview with a hiring manager. After going through the entire process, assessment tests, skills tests and primary interview, I hit a brick wall when the manager broke it to me that my poor credit was the reason we can't even continue talking about the job. A bit frustrating that this issue didn't come up sooner.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Skills Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted Sep 2, 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 Jul 2009 (took 2 days)
The interview process is very straigthfoward. It consists of a day of testing: Economics test, simple math test, and personality test. All are fairly easy. Once you pass these, you will be called in for an interview. You will most likely interview with 4-5 people for about 30 minutes each. Each interviewers style will be different, but they will mostly focus on your past experiences and how they will help you in this career.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted May 8, 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 2009 (took a day)
We held the interview off of premises over a cup of coffee. It felt informal as it was just a discussion but in retrospect, I see the value of why it was done this way. The manager wanted to make sure that you had the ability to build rapport, present yourself and a legit business plan, and close the sale (selling yourself). These are the skills you need to get off to a quick start in this business and it was the ideal forum for it. Some companies will make you take personality tests and screening tests to make sure you have the ability to pass the required licensing exams (series 7, 66, and state insurance licensing).
Interview Questions
Other Details
I applied In-Person and the interview consisted of a 1:1 Interview, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted Apr 6, 2011
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2010 in Irving, TX (took 2 weeks)
If you fail any of the tests you are declined the opportunity to continue interviewing.
The Personality test is a beating in a half. Its ridiculous and asks such meaningless questions over and over.
Interview Questions
Negotiation Details
fair-- $49,999 salary b/c over 50k you are in a new ranking of sales needed.
Other Details
The interview consisted of a 1:1 Interview, a Presentation, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted Jan 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 Apr 2010 (took 4 weeks)
Phone interview. Interview with director. Interview with trainee program managers. Final interview with director and senior management. Given offer by phone few days later.
Interview Questions
Negotiation Details
Fair initial offer, accepted.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor at Merrill Lynch
Posted Sep 17, 2010
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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 Jun 2010 in San Jose, CA (took 3 days)
Met with the office manager 3 times. she seemed to be checking me for weird personality habits!! Good: she was also producer, so knew what she was talking about. Coin: office seemed small, but there was some amount of camradarie. Tehre was not much explanation about the PMD program, which seemed strange since I only found out when i received the offer. have not registered for DEc-Jan dates yet, but it woul dbe good to include those rating here. finally, the 2 diagnostic tests you have to take before being hired are quite the killers....beware, don't be overconfident! its a biut like the gmat:)
Interview Questions
Other Details
I Applied Online and the interview consisted of a 1:1 Interview, an IQ/Intelligence Test and a Skills Test.
Helpful Interview?
Yes |
No
Inappropriate?
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