Merrill Lynch Interview Questions

Updated Sep 17, 2014
Updated Sep 17, 2014
356 Interview Reviews

Interview Experience

Interview Experience

65%
26%
7%

Getting an Interview

Getting an Interview

28%
23%
20%

Interview Difficulty

2.8
Average

Interview Difficulty

Hard

Average

Easy

Candidate Interview Reviews

Sort: Popular Date Difficulty
  1.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate  in  Milwaukee, WI
    Anonymous Interview Candidate in Milwaukee, WI
    Application Details

    I applied online. The process took 3 months - interviewed at Merrill Lynch in March 2012.

    Interview Details

    After 1 day I received a call back from a recruiter, had 2 phone interviews, several aptitude tests, and was told the regional director would like to meet however when the recruiter contacted him he no longer wanted to meet. 3 months later the recruiter called back requesting an in person meeting with the regional director. After my "pitch" of why I should be hired the director explained that I would receive an offer in a few days, and a few days later I did receive a written offer.

    Interview Questions
    • Regional director simply said "you have 10 minutes to tell me about yourself and why you should be hired"   Answer Question
    Accepted Offer
    Neutral Experience
    Difficult Interview
  2.  

    Card Services Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    The process was longer than it needed to be, they are 3 different interviewing meeting, and finally you are hired through a recruiter. The interview process is fairly easy, just be yourself.

    No Offer
  3.  

    Client Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    The hiring process took about 5 weeks as there were a lot of applicants, but it was a good experience. I interviewed with the Client Relationship Manager and a bunch of Financial Advisors. Everyone I met in the interview was pretty easy going and polite.

    Interview Questions
    • Everything was behavioral. Nothing about markets or investing.   Answer Question
    Accepted Offer
    Average Interview
  4. We want your feedback – Is this interview information helpful to you?  Yes | No
  5.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Only interviewed with Complex Director and some of the Financial Advisors. I had three separate meetings over a 2 week period. The total interview process has changed. It was a much less complicated process and much more informal.

    Interview Questions
    • How are you going to develop a natural market in 3 years   Answer Question
    Accepted Offer
  6.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 3 weeks - interviewed at Merrill Lynch in May 2014.

    Interview Details

    Got referred to the program by a contact. Phone interview lasted about half an hour. Interviewer asked general questions (walk me through your resume, what are your goals, and etc..). Make sure to emphasize your business development skills and how good you are at selling.

    After you pass the phone screen interview, you're supposed to prepare a detailed business plan on who your clients will be and how you will go about persuading them. Bring this to the first interview.

    Had first round interview with one junior and one senior financial advisor at the same time. Two on one interview. One of them was one of the best producers within ML. They took turn asking questions. Sample questions include:

    How would you convince your contacts, family members, friends to be your clients?
    How do you handle failure?
    How would you approach your clients and how would you source them?
    What is your goal by year 1, 2, and the end of the program?
    If a client ask "why should I do business with you?", what would your answer be?

    Interview Questions
    No Offer
    Neutral Experience
    Average Interview
  7.  

    Assistant Vice President FSA Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    you applied through online and recruiter will contact you if they are interested in you. After you set up phone interview, you will meet one and one interview with Hiring manager and do interview, such as introduce yourself, your resume and work experience.

    Interview Questions
    Accepted Offer
  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

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

    Interview Details

    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
    No Offer
  9.  

    Senior Operations Representative Interview

    Anonymous Interview Candidate  in  Chandler, AZ
    Anonymous Interview Candidate in Chandler, AZ
    Application Details

    I applied online. The process took 1 week - interviewed at Merrill Lynch in August 2014.

    Interview Details

    Applied for the position took an assessment which included phone scenerios and you were to pick best answer, if you pass the recruiter then calls you for a phone interview, after that I interviewed with hiring manager.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  10.  

    TFA Program- Reationship Manager Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 3 weeks - interviewed at Merrill Lynch in August 2014.

    Interview Details

    still in the process. in person interview first. took the assessment online. phone interview with recruiter, who did not know what i was interviewing for really, which really threw me off. then had phone call with original interviewer discussing the phone interview. not sure if I'll make it to the next step, but I do know I need to create a business plan and meet with another manager in the firm. then there would potentially be a panel interview.

    Interview Questions
    • just graduated from college, with little experience, so most difficult question was what contacts and connections do I have to draw from?   Answer Question
    No Offer
    Neutral Experience
  11.  

    Intern Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral - interviewed at Merrill Lynch.

    Interview Details

    Quick and easy, basically all about fit. Just asked me about my background, met the team and learned what they do. The annoying thing is that the onboarding process takes a couple of weeks so the start wasn't immediate. The pay as an intern comes out of the team's pocket so they have to like you.

    Accepted Offer

Worked for Merrill Lynch? Contribute to the Community!

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.