Merrill Lynch Interview Questions & Reviews
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Updated Feb 2, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 143 ratings 
“Average” Interview
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Interview Experience [?] Based on 143 ratings
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| 21–30 of 143 Merrill Lynch Interviews | Sort by |
Wealth Management Intern at Merrill Lynch
Posted Oct 5, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed May 2011 in Chicago, IL (took 1 week)
I was selected by one of the vice president to meet at his office at 9 AM. Most questions he asked are pretty easy. Like how much I know about their business, how many hours I can work for them per week and my past work experience. He likes the way I value clients. I told him most clients don't know what they need, but what we can do is to help them to find what they need, then we can win those clients.
Interview Questions
Negotiation Details
Be confident. That is the most important thing.
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview.
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Helpful Interview?
Yes |
No
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Intern at Merrill Lynch
Posted Oct 2, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed May 2011 (took 2 days)
Started with basic phone interview describing the position and functions. Some behaviorial questions, resume questions, basic behaviorial questions. Emailed me back in a week to set-up an in-person interview at the office.
Next was a 1:1 interview at the office, which lasted about 45 min, more behavioral questions: "walk me through your resume", "tell me about a team experience", etc. Pretty difficult to read the interviewer (he was a FA, after-all), but I guess I did alright because I got the offer the day after.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a Phone Interview and a 1:1 Interview.
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Financial Advisor at Merrill Lynch
Posted Sep 15, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jan 2009 in Oakland, CA (took 4+ weeks)
Recruiter did a phone a detrailed phone interview about past experience with straight forward questions. Qualified me and arranged for interview with Manger. Very comfortable casual conversation with the manager about past experience and what i could bring to the table. Offer was made at the end of the conversation and was allowed to meet a few employees and walk around the office to get a feel for things.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview and a Background Check.
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Helpful Interview?
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Financial Advisor Trainee at Merrill Lynch
Posted Sep 8, 2011 — 2 of 2 people found this helpful
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2011 in Austin, TX (took 2 months)
After applying online for the position a recruiter emailed me to set up an initial test time. The test was the FIAT like everyone else has mentioned on this sight. Once I passed the FIAT, I was invited to take the personality test online. The admin assistant let me know immediately that I passed and then invited me to a career night. This phase was more for the people who knew nothing about Merrill but was a good pep rally for those who are familiar with Merrill. I had one formal interview with the director and then a casual one to make the offer. Overall I like the culture of the company. Don't consider if you are not ready to work harder than you ever have in your life. But, if you do, be prepared to make more money that you ever have in your life.
Interview Questions
Negotiation Details
The director gave me a chance to negotiate, however, I like the lower goals so I chose to leave the offer as it stood. You can always make more money for more production, however, you can't lower your goals if you are not meeting them. Bonuses are also easier to reach hence more money. Think about it!
Other Details
I Applied Online and the interview consisted of a 1:1 Interview, a Skills Test, a Personality Test and a Background Check.
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Helpful Interview?
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Intern at Merrill Lynch
Posted Sep 7, 2011
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed May 2011 in Tucson, AZ (took a day)
Was referred by an employee. Emailed the person in charge of the internship, and he called me back. We scheduled an interview for a week later. The first person I interviewed with, the person in charge, was pretty informal. He threw out basic, generic interview questions. After that, I interviewed with a second person. He asked much more challenging questions, more of a technical aspect about investing. They told me they'd give me a call later in the week to let me know if I got the internship; then, while I was in the lobby, they came out and offered me the internship.
The second interviewer was more difficult, but it was a nice change of pace to have my knowledge tested instead of the softball questions of typical interviews.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a 1:1 Interview, a Group/Panel Interview and a Background Check.
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Financial Advisor at Merrill Lynch
Posted Sep 7, 2011
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3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed May 2011 in Vienna, VA (took 4 days)
Interview seemed a bit disorganized and drawn out unnecessarily over multiple days. It seemed people were to busy to care about new hires so they only had one admin dealing with the entire process until I finally had my interview with a hiring manager. After going through the entire process, assessment tests, skills tests and primary interview, I hit a brick wall when the manager broke it to me that my poor credit was the reason we can't even continue talking about the job. A bit frustrating that this issue didn't come up sooner.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Skills Test and a Background Check.
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Helpful Interview?
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Financial Advisor at Merrill Lynch
Posted Sep 2, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jul 2009 (took 2 days)
The interview process is very straigthfoward. It consists of a day of testing: Economics test, simple math test, and personality test. All are fairly easy. Once you pass these, you will be called in for an interview. You will most likely interview with 4-5 people for about 30 minutes each. Each interviewers style will be different, but they will mostly focus on your past experiences and how they will help you in this career.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Skills Test, a Personality Test and a Background Check.
More Merrill Lynch Financial Advisor Interviews
Helpful Interview?
Yes |
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Inappropriate?
Financial Advisor Trainee at Merrill Lynch
Posted Aug 18, 2011 — 0 of 1 people found this helpful
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Aug 2011 (took 2 weeks)
I went in for the FIAT test and scored 100% and then i had to take this peronsality test ... I took the test the totally wrong way and said i did not know for alot of the questions because i really dont have sales experience ... I was a referrel and the company knew i didnt have sales experience but was still very interested in me .. I didnt find out if i failed the test until after i met with the group i was interviewing with .. They really liked me and basically said they wanted me in the interview. The recruiter said there was nothing i could do because i didnt pass the sales indicator but he would be more than happy to retest me in 6 months ... He told me to stay in touch and I just wanted to know the chances of getting back in after you take that test and fail ... If i should keep consistent contact with them and hopefully get the job in Janauary.
Other Details
The interview consisted of a 1:1 Interview, an IQ/Intelligence Test and a Personality Test.
More Merrill Lynch Financial Advisor Trainee Interviews
Helpful Interview?
Yes |
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Senior Customer Service Representative at Merrill Lynch
Posted Jul 27, 2011 — 1 of 1 people found this helpful
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Oct 2010 (took a day)
Communications were respectful throughout the entire interview process. Important questions were handled via email before the interview (ie; salary, availability...). I spoke with one person on the phone; we discussed my resume, professional experience and qualifications. It is important to be ready to clearly and concisely describe your role in previous jobs. A vast majority of the questions were behavioral so it is to your advantage to prepare answers for common behavioral questions. Be prepared to describe what you would do in a challenging/stressful situation typical of the job you are interviewing for.
Interview Questions
Other Details
I got the interview through an Employee Referral.
Helpful Interview?
Yes |
No
Inappropriate?
Intern at Merrill Lynch
Posted Jul 21, 2011
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1.0
Very Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Apr 2010 in Anniston, AL (took 1 week)
I was given a phone number from the head of the finance department at my university to get in touch with the office manager. I sent my resume via email and was soon after asked for an 1:1 interview. I was then offered the internship. After I accepted they did a background check and took my digitals.
Interview Questions
Negotiation Details
Unpaid internship
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview and a Background Check.
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Helpful Interview?
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