Merrill Lynch Interview Questions & Reviews
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Financial Advisor at Merrill Lynch
Posted Nov 24, 2009
4.0
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Aug 2008 (took 2 weeks)
I had a buddy that I went to B-school with send my resume to the Sales Manager. He sent me an email and invited me to an information session that they were having a local country club. I liked the session and the Sales Manager called a few days later to set up a face-to-face in his office. The first interview was really a get to know each other interview. He invited me to come back the next week for a series of interviews and to take a skills test. He called me a day later and said that he wanted me to come with a business plan consisting of how I was going to gather $30 million in assets in 3 years. Not a small task!!! When I showed up for the next series of interviews, I was given a skills test that all ML'ers have to take and pass. I never found out my exact score, but a secretary took me to the Sales Manager's office where we talked about my business plan and proceeded to do some role playing. He wrapped up the interview with some pointers on how I could improve and said that he would be in touch. 2 days later, he called asked to come by. It was then that he presented and offer and I accepted. The Sales Manager was really the one who sold me on the position. He was very gracious and professional. I instantly liked him. The staff was cordial and professional.
Interview Questions
Negotiation Details
I was able to negotiate an increase in base salary. If you have a graduate degree you will be offered the middle tier which is adequate. They pay the big bucks to brokers who are coming from other firms and have an established book of business. My best advice would be to realize that this is a sales position. Don't count on using your MBA. Also remember that the production hurdles ramp up in a hurry despite the current market environment. If you like sales, this is the position for you.
Other Details
I got the interview through an Employee Referral and the interview consisted of a 1:1 Interview, a Skills Test and a Background Check.
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Analyst at Merrill Lynch
Posted Nov 19, 2009
Interviewed Sep 2007 (took 2 days)
First interview was done at the school. This was a one on one meeting which from there you would be selected to go to the Merrill Lynch office in New york for a superday interview which… — Post a review to see full interview
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Investment Banking Analyst at Merrill Lynch
Posted Nov 16, 2009
Interviewed Jan 2007 (took 2 days)
Typical banking interview. Why do you want to do banking? Why the firm? Some technical questions (how would you value a Company? What are the benefits / strengths of the basic valuation… — Post a review to see full interview
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Financial Advisor Trainee at Merrill Lynch
Posted Nov 15, 2009
Interviewed Jun 2009 in San Francisco, CA (took 1 week)
First there is a phone interview with either the Recruiting Director or the Portfolio Team that wishes to hire you. They will ask you simple questions like "Tell me about yourself, why do… — Post a review to see full interview
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Public Finance at Merrill Lynch
Posted Oct 6, 2009
Interviewed Oct 2009 in Los Angeles, CA (took 2 days)
Friendly people who want to find a mutual fit. There are three analysts in the LA office and you meet with each one individually for about ten minutes. There is a small case study where… — Post a review to see full interview
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Sales Senior Vice President at Merrill Lynch
Posted Sep 27, 2009
Interviewed Jan 2007 (took a day)
Oakland County processes applicants under the rules of the Oakland County Employment Merit System. All applicants are screened to determine if they meet minimum qualifications as described… — Post a review to see full interview
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Financial Advisor Trainee at Merrill Lynch
Posted Sep 11, 2009
Interviewed Sep 2009 (took 2 weeks)
still in the process, but started with a phone interview, I was asked to come in and take a math/economics exam, after i was told that i passed this was asked to take a personality exam… — Post a review to see full interview
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Client Associate at Merrill Lynch
Posted Jul 4, 2009
Interviewed May 2008 in Farmington Hills, MI (took a day)
The interview was pretty intimidating. I met with three members of the team. They asked a variety of questions. The questions focused on what skills could I bring to the team, and why I… — Post a review to see full interview
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Tester at Merrill Lynch
Posted Jun 24, 2009
Interviewed Mar 2007 in Chicago, IL (took 3 days)
First it was phone interview which went ok and than they called me in for skills test and group panel interview which went fine just that there were 4 people taking the interview and they… — Post a review to see full interview
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Senior analyst at Merrill Lynch
Posted May 11, 2009
Interviewed Apr 2007 in New York, NY (took 1+ week)
Interviewed one on one with the group supervisor. Was asked to come in for the second interview with supervisors form other groups. Third round was with the vice president of the group… — Post a review to see full interview
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