Merrill Lynch Interview Questions

Updated Mar 24, 2015
Updated Mar 24, 2015
416 Interview Reviews

Interview Experience

Interview Experience

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Candidate Interview Reviews

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  1.  

    PMD Financial Advisor Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied online. The process took 2 weeksinterviewed at Merrill Lynch in September 2014.

    Interview Details

    First round was a phone interview. Nice and Easy. Second round is High Achiever Interview. Short and concise. ML PMD program is not as hard as their IB program. But it is well structured based on my research.

    Interview Questions
    • No hard questions. Behavioral based questions were often asked.   Answer Question
    No Offer
    Average Interview
  2.  

    Investment Banking Analyst Interview

    Anonymous Employee in New York, NY
    Anonymous Employee in New York, NY
    Application Details

    I applied through a recruiter. The process took 2 weeksinterviewed at Merrill Lynch in September 2014.

    Interview Details

    The interview consisted mainly of behavioral questions. I only had one interview in person, which occurred after a phone screen. The interviewers were not nice at all - I was in and out of the room in less than ten minutes, which was a very different experience than I had at any other investment bank. It seemed like they had already made up their mind.

    Interview Questions
    No Offer
    Negative Experience
    Difficult Interview
  3. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied through a recruiter. The process took 3+ monthsinterviewed 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
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  5.  

    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
  6.  

    TFA Program- Reationship Manager Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

    I applied online. The process took 3 weeksinterviewed 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
  7.  

    Senior Operations Representative Interview

    Anonymous Employee in Chandler, AZ
    Anonymous Employee in Chandler, AZ
    Application Details

    I applied online. The process took a weekinterviewed 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
  8.  

    Global Wealth Management Interview

    Anonymous Interview Candidate in New York, NY
    Anonymous Interview Candidate in New York, NY
    Application Details

    I applied through college or university. The process took 1+ weekinterviewed at Merrill Lynch in August 2014.

    Interview Details

    Had one interview with the head FA. He was very interested in my customer service experience and asked whether I had ever cold called. He liked my tech and writing skills as well. No technical questions. Was a lot more relaxed than I expected. Most importantly, you should be confident and eager.

    Interview Questions
    • Who is the CEO? Walk me through your resume. Have you ever cold called?   Answer Question
    Accepted Offer
    Positive Experience
    Easy Interview
  9.  

    Wealth Management Interview

    Anonymous Employee in San Diego, CA
    Anonymous Employee in San Diego, CA
    Application Details

    I applied through an employee referral. The process took a dayinterviewed at Merrill Lynch in August 2014.

    Interview Details

    I was referred by former employee and passed several screens (i.e. phone interviews) before being scheduled for a face-to-face interview with local manager. Further group interviews were to follow if I passed. He asked me to sell him on why I am a high achiever and to explain why I had left my former job. None of my answers impressed him, which was fine. However, his tone and line of questioning I found to be mean-spirited. I have experience on both the sell side (working for companies such as Merrill Lynch) and the buy side (as a client of companies such as Merrill). I have worked with some of the best people in the business and some not-so-good. This manager's professionalism did not rank high in my experience.

    Interview Questions
    No Offer
    Negative Experience
    Difficult Interview
  10.  

    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
  11.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    Take assessment test. Two tests, each one is around twenty eight questions. Passed both tests, then phone interview with recruiter. Still in process. Waiting for my next interview.
    Take assessment test. Two tests, each one is around twenty eight questions. Passed both tests, then phone interview with recruiter. Still in process. Waiting for my next interview.

    Interview Questions
    Accepted Offer

See What Merrill Lynch Employees Are Saying

 Current PMD Financial Advisor in Atlanta, GA

Pros: “Great $$ if you exist in affluent circles already, else expect to be fired 12 months later if you cannot bring in 4mm+ in 1st yr, 8mm more yr 2 & 16mm more yr 3. Do that and won't be…” Full Review

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