Merrill Lynch Financial Advisor Trainee Interview Questions & Reviews

Updated Jun 19, 2014
Updated Jun 19, 2014
41 interviews

Interview Experience

Interview Experience

71%
25%
2%

Getting an Interview

Getting an Interview

44%
31%
15%

Interview Difficulty

3.1
Average

Interview Difficulty

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Average

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41 Candidate Interview Reviews Back to all interviews

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Financial Advisor Trainee Interview

Anonymous Employee
Anonymous Employee
Application Details

I interviewed through a recruiter. The process took 2 months - interviewed at Merrill Lynch.

Interview Details

took around 2 months, but I wasn't in a rush, took a practice fiat exam and had to pass a background check before actually being able to move past the first round. Currently awaiting the second round.

Interview Questions
No Offer
Positive Experience
Average Interview

Other Interview Reviews for Merrill Lynch

  1.  

    Financial Advisor Trainee Interview

    Anonymous Employee  in  Tampa, FL
    Anonymous Employee in Tampa, FL
    Application Details

    I interviewed through a recruiter. The process took 4+ weeks - interviewed at Merrill Lynch in May 2014.

    Interview Details

    Still in the interview process, its a five step process from taking a quiz to talking to the managers. They are very detailed and they are.looking for sales experience most especially and the ability to bring in high net worth clients, make sure you have that ability, they give you ample time to study and prepare for the licensing exams.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  2.  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate  in  Westlake Village, CA
    Anonymous Interview Candidate in Westlake Village, CA
    Application Details

    I interviewed online. The process took 3 weeks - interviewed at Merrill Lynch in October 2012.

    Interview Details

    Two separate interviews with two different people. They want to know who you know and how much money they have and how you plan to talk them into doing business with you and the firm. It is not about your money management skills they want to know about, but your marketing and sales skills and strategy.

    Interview Questions
    • What makes you think you can talk Dr. So and So into moving his $5 million account with you, and how will you talk him into referrals as soon as possible?   Answer Question
    Negotiation Details
    no negotiation unless you have assets ready to come over
    Accepted Offer
    Neutral Experience
    Average Interview
  3.  

    Financial Advisor Trainee Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I interviewed online. The process took 2 months - interviewed at Merrill Lynch.

    Interview Details

    Applied online. Required FIAT examination to assess how you may score on your Series 7 & 63. Passed, took about a week for the recruiter to set up phone interview.

    Interview Questions
    No Offer
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  5.  

    Financial Advisor Trainee Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    I passed the phone screen with flying colors and am STILL waiting for the office to call me in for an interview. It's been 7 weeks. They're allegedly "working through a backlog".

    Interview Questions
    No Offer
  6. 2 people found this helpful  

    Financial Advisor Trainee Interview

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

    I interviewed through an employee referral. The process took 2 months - interviewed at Merrill Lynch in November 2010.

    Interview Details

    Ok, took a finance test.

    Negotiation Details
    Took a few months to negotiate the offer.
    Accepted Offer
    Positive Experience
    Average Interview
  7.  

    Financial Advisor Trainee Interview

    Anonymous Employee  in  Menlo Park, CA
    Anonymous Employee in Menlo Park, CA
    Application Details

    I interviewed online. The process took 2 weeks - interviewed at Merrill Lynch in September 2012.

    Interview Details

    Selective hiring process, after a group interview and once you pass a pretty rudimentary economics and quantatative test you sit down with the hriring manager. The selection process is flawed and somewhat biased, I was the only minority in the group interview.

    Interview Questions
    No Offer
    Negative Experience
  8.  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed online. The process took 3 months - interviewed at Merrill Lynch in January 2009.

    Interview Details

    Interviewed with the Director of the Southeast Region. Interview went well because I brought value to the company.

    Accepted Offer
    Positive Experience
    Easy Interview
  9. 2 people found this helpful  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed through other source. The process took 5 days - interviewed at Merrill Lynch.

    Interview Details

    I had one interview, it was fairly casual and included questions about my business prospecting skills, employment and network. it was clear they were trying to determine whether I had a large number of prospects or whether I knew those who had money.

    Accepted Offer
    Neutral Experience
    Average Interview
  10.  

    Financial Advisor Trainee Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    Sent my resume to a friend who works at the company. Received an e-mail from the recruiter for the position and two other e-mails containing the FIAT test and personality assessment. Passed both tests and currently have a scheduled phone interview scheduled.

    Interview Questions
    No Offer

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