Merrill Lynch PMD Financial Advisor Interview Questions & Reviews

Updated Jul 17, 2014
Updated Jul 17, 2014
15 interviews

Interview Experience

Interview Experience

54%
27%
18%

Getting an Interview

Getting an Interview

74%
18%
3%

Interview Difficulty

2.8
Average

Interview Difficulty

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Average

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15 Candidate Interview Reviews Back to all interviews

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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

Other Interview Reviews for Merrill Lynch

  1.  

    PMD Financial Advisor Interview

    Anonymous Employee
    Anonymous Employee
    Application Details

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

    Interview Details

    You have to go through numerous interviews including phone to a 3 person panel interview. All they are trying to do is to figure out how good your network is and if you will be able to be successful with your network. If not, they share there concerns and may try to have an existing FA sponsor you to help you along but that is solely based on whether or not the FA wants to sponsor you. Also, you must create a business plan that they approve for the markets you will target and how you will target them. The plan must have to potential to be worth 30 million dollars worth of assets.

    Interview Questions
    • if you go into a doctor's office and the secretary tells you that he is not in, but clearly he is, what would you do to get in touch with him or make contact with him?   Answer Question
    No Offer
    Positive Experience
    Easy Interview
  2.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate  in  Beverly Hills, CA
    Anonymous Interview Candidate in Beverly Hills, CA
    Application Details

    I interviewed through a recruiter. The process took 2 weeks - interviewed at Merrill Lynch in April 2012.

    Interview Details

    What was one of your failures? How did you overcome? All very generic and easy. There is a behavioral and math test that you must take before you can exceed to an interview but you can take that at home. The interview and hiring process took two weeks.

    Interview Questions
    Negotiation Details
    I didn't negotiate since I was paid on the highest paying scale for a PMD which is capped at $75,000 at Merrill Lynch
    Accepted Offer
    Negative Experience
    Easy Interview
  3.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate  in  Houston, TX
    Anonymous Interview Candidate in Houston, TX
    Application Details

    I interviewed in-person. The process took a day - interviewed at Merrill Lynch in July 2011.

    Interview Details

    The interview process is very simple. If you sell yourself, you explain that you are willing to cold-call extensively, and that you are eager to get out and get clients they will hire you. Make sure you are dressed to impress and be confident.

    Interview Questions
    • How are you NOT going to fail in this business like the rest?   View Answer
    Negotiation Details
    No negotiation as they gave me the "maximum" for my status.
    Accepted Offer
    Positive Experience
    Average Interview
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  5.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed through an employee referral. The process took 2 weeks - interviewed at Merrill Lynch in April 2011.

    Interview Details

    Easy. My connections to the branch made the process simple. Submitted resume, performed interview, completed mathematical assessment, and received offer for employment.

    Interview Questions
    Accepted Offer
    Positive Experience
    Easy Interview
  6.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Interview Details

    had a lunch meeting with existing financial adviser, was referred to program, took an online test and then went through a round of interviews with a 3 advisers.

    Interview Questions
    Accepted Offer
  7.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I interviewed online. The process took 4+ weeks - interviewed at Merrill Lynch.

    Interview Details

    The Interview process was very straight forward. The manger only asked one thing of me which was "for the next ten min. or so, tell me everything you have accomplished from birth until you came off the elevator this morning"

    Interview Questions
    • for the next ten min. or so, tell me everything you have accomplished from birth until you came off the elevator this morning"   Answer Question
    Accepted Offer
  8.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate  in  San Jose, CA
    Anonymous Interview Candidate in San Jose, CA
    Application Details

    I interviewed through an employee referral. The process took 1 week - interviewed at Merrill Lynch.

    Interview Details

    It was an employee referral so it was slightly simple than a regular hiring process. It was quick.

    Interview Questions
    • To pick a salary range not knowing what you have to bring in.   Answer Question
    Accepted Offer
  9.  

    PMD Financial Advisor Interview

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

    I interviewed online. The process took 4+ weeks - interviewed at Merrill Lynch in March 2014.

    Interview Details

    Took an initial FIAT exam with about 30 math/economics questions and a logical exam with about 25 questions. Phone screening from a VP Staffing Consultant then a phone interview with a Senior FA at the branch. Submitted business plan. In-person interview with the PMD Coordinator.

    Interview Questions
    No Offer
    Positive Experience
    Difficult Interview
  10.  

    PMD Financial Advisor Interview

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

    I interviewed online. The process took 6+ weeks - interviewed at Merrill Lynch in August 2011.

    Interview Details

    Multiple meetings; math and problem solving test.

    Interview Questions
    • When was the last time you laughed/cried.   View Answer
    Negotiation Details
    No negotiating. Two salary tiers offered. I got high tier and accepted. Would not have taken low tier.
    Accepted Offer
    Neutral Experience
    Difficult Interview

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