Merrill Lynch Financial Advisor Interview Questions

Updated Aug 6, 2015
48 Interview Reviews

Interview Experience

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Financial Advisor Interview

Anonymous Interview Candidate
Accepted Offer
Positive Experience
Average Interview

Application

I applied online. The process took a week. I interviewed at Merrill Lynch.

Interview

It was a short process. There was just one hour long call with the office management team, and all four of them took turns asking questions. After the call, I heard back within a week with an offer for the position.

Interview Questions

Other Interview Reviews for Merrill Lynch

  1.  

    Financial Advisor Interview

    Anonymous Employee in Washington, DC
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Merrill Lynch (Washington, DC) in July 2015.

    Interview

    I received a FIAT requirement without phone screening process, and I passed the FIAT, the coordinator told me that I need to wait a week or two to be interviewed by a recruiter from Merrill Lynch. But after two weeks no response. I contacted the coordinator to inquire the status. Then They started to set up a interview.

    Interview Questions

    • the question is all about the accounting, basic stock split and logistical question, I think logistical question should be paid attention, since there are some tricky questions.   1 Answer
  2. Helpful (5)  

    Financial Advisor Interview

    Anonymous Employee in Jacksonville, FL
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 3 weeks. I interviewed at Merrill Lynch (Jacksonville, FL) in March 2015.

    Interview

    30 minute phone interview with three interviewers on the phone. They were all very nice. They only interviewed 4 candidates for one slot. I did not get an offer, but they called me back afterwards and told me I had a great interview and hope I apply to work for them in the future.

    Interview Questions

    • 1. Tell me a little big about yourself 2. How do you feel you contribute to a team? 3. Do you like being a leader or follower better? 4. What skill sets do you feel you offer? 5. What differentiates you from the other candidates?   Answer Question
  3.  

    Financial Advisor Interview

    Anonymous Employee in Boston, MA
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Merrill Lynch (Boston, MA) in January 2015.

    Interview

    Typical Interview. Phone interview first, then was sent two internet based financial tests. The tests contained typical financial based questions with simple math. After passing the exam I was contacted by a Merrill Lynch Rep. to schedule an in person interview. I then met with the vice president who explained the job and asked typical interview questions. I was not impressed with the interview experience.

    Interview Questions

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  5. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee
    No Offer

    Application

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

    Interview

    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
  6. Helpful (4)  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. The process took 5 days. I interviewed at Merrill Lynch (New York, NY).

    Interview

    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

    Have another offer in hand so that you can be confident negotiating.

  7.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through an employee referral. The process took 2 weeks. I interviewed at Merrill Lynch (New York, NY) in March 2014.

    Interview

    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
  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 3 weeks. I interviewed at Merrill Lynch (New York, NY) in March 2014.

    Interview

    I submitted my resume to HR through a connection. Then HR set up a phone call with me a week or two later. The phone call was a conference with three people asking questions one after the other. After that I asked some questions then heard back within a couple of weeks.

    Interview Questions

    • Typical questions, nothing too hard. Mostly giving examples of previous work experience or school related activities .   Answer Question
  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Accepted Offer

    Interview

    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

    Very open.

  10. Helpful (2)  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Accepted Offer

    Application

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

    Interview

    Very untraditional, its a buddy system..

    Interview Questions

    • Why do you think you can do what I do as an advisor?   1 Answer

    Negotiation

    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.

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