Merrill Lynch Interview Questions & Reviews
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Updated May 26, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 167 ratings 
“Average” Interview
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Interview Experience [?] Based on 167 ratings
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| 41–50 of 167 Merrill Lynch Interviews | Sort by |
Wealth Management Intern at Merrill Lynch
Posted Oct 17, 2011
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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 Mar 2010 in Oakland, CA (took a day)
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
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview.
More Merrill Lynch Wealth Management Intern Interviews
Helpful Interview?
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No
Inappropriate?
Financial Advisor Trainee at Merrill Lynch
Posted Oct 10, 2011
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Sep 2011 (took 3 weeks)
Got referred, spoke 1 on 1 with the branch manager, then took the the financial aptitude test along with a personality test. Next got invited back to speak with a couple of the financial advisors currently in the program. Last got invited to Career Night.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview, a Skills Test and a Personality Test.
More Merrill Lynch Financial Advisor Trainee Interviews
Helpful Interview?
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No
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Business Analyst at Merrill Lynch
Posted Oct 9, 2011
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4.0
Difficult Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Apr 2009 (took 3 days)
Phone Interview - Basic questions to get an understanding of why you want the role, personality, general information
Math and Verbal Online Test - Outsourced test. This is quite standard for the banking industry
Superday: Group Interview, Presentation, 1:1 interview
Negotiation Details
For fresh graduates, there is no negotiation/bargaining.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, a Presentation, an IQ/Intelligence Test, a Skills Test and a Background Check.
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Financial Advisor at Merrill Lynch
Posted Oct 8, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Sep 2011 (took 5 days)
I applied through my university career center. I was later contacted & asked to visit the office to take the FIAT test as well as meet several FAs currently working at the office. Immediately upon my arrival I took the FIAT test which lasted about 30 minutes. I was not informed whether or not I had successfully completed the test but assumed as much once the interviews began.
The first interview was with the current director/advisor of the Financial Advisor training program (PMD) who was also an FA. He was cordial throughout the interview & spent most of the time talking about his experiences in the position. This felt more like a conversation & less like an interview. Next I spoke to a Vice President & another FA. Aside from the typical jitters that accompany an interview, nothing was particularly unsettling about the process. I was then asked to come back a few days later & meet with the Branch Manager who was not there that day.
When I returned to meet with him, we spoke for a few minutes and he told me that I was likely to receive an offer. He asked me about myself, accomplishments I was proud of, where I saw myself in 5 years, etc.
Interview Questions
Reason for Declining
Ultimately, I felt the position was not right for me at this time.
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview, a Skills Test and a Background Check.
More Merrill Lynch Financial Advisor Interviews
Helpful Interview?
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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.
More Merrill Lynch Wealth Management Intern Interviews
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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 Trainee at Merrill Lynch
Posted Sep 8, 2011 — 3 of 3 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.
More Merrill Lynch Financial Advisor Trainee Interviews
Helpful Interview?
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Inappropriate?
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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Intern at Merrill Lynch
Posted Sep 7, 2011 — 1 of 1 people found this helpful
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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.
More Merrill Lynch Financial Advisor Interviews
Helpful Interview?
Yes |
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