Merrill Lynch Wealth Management Intern Interview Questions & Reviews
Updated Apr 17, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 13 ratings |
Interview Experience [?] Based on 13 ratings
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Wealth Management Intern at Merrill Lynch
Posted Apr 17, 2012
2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jan 2012 (took 1 week)
Applied on my school's career site and heard back within 2 days from a financial advisor. Scheduled an appointment for a week later. The interview was really fast because I think he just screened for GPA. Asked a few questions about my resume and what I knew about wealth management. After that, only a few behavioral questions but nothing hard at all.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview and a Background Check.
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
Intern, Wealth Management at Merrill Lynch
Posted Jan 8, 2012
2.0
Easy Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Nov 2011 (took 1 week)
I applied for their internship on website. Then got a call from a lady, asking me questions about my past experiences, why interested in this internship. Then she requested me to go to the office for a face to face internview. The face to face interview is similar and have more discussion on my availability/schedule etc.
Interview Questions
Other Details
The interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Management Intern at Merrill Lynch
Posted Oct 17, 2011
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.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Management Intern at Merrill Lynch
Posted Oct 5, 2011
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.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Management Intern at Merrill Lynch
Posted Jul 9, 2011
2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Feb 2011 (took a day)
Very friendly staff. Interviewed by the financial advisor for an internship position. Standard interview questions - strengths, initiative, willingness to learn.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Management Intern at Merrill Lynch
Posted May 28, 2011
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 2011 (took a day)
Emailed the hiring manager, got a call back the next day. Basic behavioral questions as well as an introduction to the culture of the financial advising team. Met the other team members and got a tour of the office. The entire interview took around 45 minutes, and I got an offer at the end.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Management Intern at Merrill Lynch
Posted Apr 23, 2011
2.0
Easy Interview
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Overall Neutral Experience
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Received and Declined Offer
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Interviewed Sep 2010 in Beverly Hills, CA (took a day)
I applied online, and I was sent back with an email to set up a date for a phone interview.
I was asked with questions like "Why Merrill Lynch", "Why do you think you are qualified", and gereral questions like "Can you work at least 20 hrs/wk" or so.
Interview Questions
Reason for Declining
I accepted an offer from the same company but closer in proximity.
Other Details
The interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Management Intern at Merrill Lynch
Posted Apr 13, 2011
2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jun 2009 in Toms River, NJ (took a day)
I went in to the office to speak to the branch manager. He was very friendly and talked to me about my life and my past. Than i talked with a financial advisor who was in charge of the intern program. He talked about the same things plus career interests and why i wanna work for Merrill. It went very smooth because as long as your somewhat competent they could use an extra intern to do the ground work for them.
Interview Questions
Negotiation Details
No negotiation. Intern was $10. Most kids do it for school credit
Other Details
The interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Management Intern at Merrill Lynch
Posted Feb 17, 2011
2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Nov 2010 (took a day)
This was a very basic interview. I interviewed with 3 different financial advisors, and I probably spent 30 minutes with each one. Tons of basic questions like, "What are your future goals?", "Why this internship?" etc. They also based many of their questions on what was written on my resume. Overall, it was a great interview experience and it really felt like I connected with all 3 of them.
After finishing the interviews, the manger told me that they would contact me at the end of the day with their decision. It actually ended up being much shorter than that; I was contacted within 30 minutes of the interview with an internship offer.
Interview Questions
Other Details
I applied In-Person and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Wealth Management Intern at Merrill Lynch
Posted Feb 4, 2011
2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jan 2010 in New York, NY (took 2 days)
Very professional and fast with their interview process. Just one interview with the manager I would be working with. Interviewer was very nice and understood that as a student I wasn't full of interview experience. Helped me through it so I would be comfortable and show my best. Asked me to describe myself as well as times I had been a leader.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?


