I applied through a recruiter. The process took 2 months. I interviewed at Merrill in Jan 2012
Interview
It seems that Financial Advisor positions with some of the big houses aren't getting filled that quickly. Morgan Stanley has been trying to fill some positions for a while, locally. I was invited to interview with Merrill Lynch. I still haven't had a face to face interview yet. I have however, had two phone interviews, and have had to take the "Prove it" exam. I guess that's the equivalent of the "FIAT" test. Challenging if you haven't brushed up on that type of math. A lot of decimals and fractions. Also, a large component of the test is economics. Good to brush up on GDP, etc., Stock splits.
Interview questions [1]
Question 1
Interview questions seemed to involve why I wanted to be an F.A. Why I think I might be good at it, and how would I see myself getting the business. I now have to complete a business plan and some other paperwork before going on to the personal interview phase.
Easy process, 3 round interview. Aptitude test based like logical reasoning questions. Easy interview with hiring manager. General questions, asked about career goals and aspirations. Overall it was a good interview.
Interview questions [1]
Question 1
How will you use connections to build book of business?
I was interviewed by one senior advisor and the market executive. They played good cop bad cop. One said I was under qualified and the other laid out the job description as if I had already been given an offer.
I applied online. I interviewed at Merrill (Palmdale, CA) in Aug 2022
Interview
Preliminary recruiter treated me like a number with “the opportunity” to interview for the role. Once I passed to the next step, the actual manager spoke of how he treated his own employees when a customer would personally attack the employees. He said there is always a reason the customer is dissatisfied. I disagreed and said I didn’t want to work under a company that threw its employees under the bus for the sake of appeasing a customer
Interview questions [1]
Question 1
Can you relate a time when you went above and beyond to deliver maximum service to the client. What did you do and what was the outcome?
