Glassdoor is your free inside look at Merrill Lynch interview questions and advice. All 248 interview reviews posted anonymously by Merrill Lynch employees and interview candidates.
Merrill Lynch Interview Questions & Reviews
Getting the Interview 248 Interviews
Interview Experience 223 Ratings
Financial Advisor at Merrill Lynch
Accepted Offer – Reviewed May 5, 2013
Interview Details – Online test - two in person interviews, very easy to understand motivations
Helpful Interview?
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No
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Summer Analyst at Merrill Lynch
No Offer – Reviewed Apr 24, 2013
Interview Details – Phone interview
Interview Question – Tell me how many gas stations there are in the United States Answer Question
Helpful Interview?
Yes |
No
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Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in San Francisco, CA Apr 2012 – Reviewed Apr 22, 2013
Interview Details – Pretty simple and standard interview. 30-minute phone call with the financial advisor who was going to supervise me during the internship. Exchanged a couple of emails before that to arrange a time, and he corresponded with HR to make everything go smoothly. Documents got mailed in a timely manner, and instructions and processes were very well-planned.
Interview Question – Standard behavioral interview. No curve balls. Answer Question
Negotiation Details – Internship, so no negotiations.
Helpful Interview?
Yes |
No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in Beverly Hills, CA – Reviewed Apr 21, 2013
Interview Details – One behavioral interview with a friendly senior Vice President who wanted to know more about my work habits than my financial acumen.
Interview Question – Give me a cold-calling prompt you would pitch to a lead. Answer Question
Helpful Interview?
Yes |
No
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Pmd Financial Advisor at Merrill Lynch
No Offer – Interviewed in Chicago, IL Feb 2013 – Reviewed Apr 9, 2013
Interview Details – Phone screen was by the book, and had specific questions on who you knew and where you would find the mass affluent clients. Dry interview. Documentation was very detailed and provided in advance. The recruiters have specific questions they ask and want you to have good connections and start feeding clients to them.
Interview Question – What do you bring to Merrill Lynch? Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Financial Advisor at Merrill Lynch
No Offer – Interviewed in Nov 2012 – Reviewed Apr 4, 2013
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 Question – Do i have series 7 lisence Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Private Wealth Management Process at Merrill Lynch
Declined Offer – Interviewed in Chicago, IL – Reviewed Apr 1, 2013
Interview Details – Received a phone call after applying to schedule an in-person interview. I was asked many questions that related to my weaknesses and various financial concepts. Thought the entire interview was a little too rigorous for a position that entailed very little responsibility.
Interview Questions
- What would your Mother say is your biggest weakness? Answer Question
- What is a Black Scholes model? Answer Question
Reason for Declining – I was extremely turned off by the interview process. The office environment was quite depressing. It was an unpaid internship.
Helpful Interview?
Yes |
No
Problem with this interview?
Software Developer at Merrill Lynch
No Offer – Interviewed in Frisco, TX Oct 2012 – Reviewed Mar 20, 2013
Interview Details –
Mostly technical questions about OO concepts and C++ basic concepts. OO questions were pretty basic but make sure you know everything about the 4 main pillars.
Had a solve a question on the board in a presentation style.
Interview Question – Most questions were expected. Need to know about some low level stuff in C/C++ such as Malloc Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Financial Advisor Intern at Merrill Lynch
Accepted Offer – Reviewed Mar 11, 2013
Interview Details – I was looking for an internship within the financial industry and had a contact within Merrill Lynch. I emailed and asked whether or not any intern positions were open. The contact responded and notified me that a Financial Advisor was looking for intern so he put me in contact with that individual. Shortly thereafter, I came in for the interview which was very casual and easy going. No difficult questions or anything. The FA told me what I would be doing and if I was good with public speaking, planning, organization, had a basic understanding of finance etc, to which i demonstrated my knowledge in each. At the end of the interview I was offered the position.
Interview Question – Do you know the differences between ETFs and Mutual Funds? View Answer
Helpful Interview?
Yes |
No
Problem with this interview?
Financial Solutions Advisor at Merrill Lynch
Accepted Offer – Interviewed in Hopewell, NJ Jan 2010 – Reviewed Mar 9, 2013
Interview Details –
Interview is behavioral; expect a rudimentary role-play.
You'll do best if you have some idea how to make a recommendation to a client, even if you're not a pro.
Frankly, if you can talk to people you'll be ok. If you try and sound like some guru on CNBC you'll probably mess it up- just don't.
Interview Question – A client demands to execute a trade that is not in line with his risk tolerance- how do you handle it? View Answer
Negotiation Details – No negotiation- it's a straight base + incentives deal.
Helpful Interview?
Yes |
No
Problem with this interview?
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