Glassdoor is your free inside look at Merrill Lynch Wealth Management Intern interview questions and advice. All 23 interview reviews posted anonymously by Merrill Lynch employees and interview candidates.
Merrill Lynch Wealth Management Intern Interview Questions & Reviews
Getting the Interview 23 Interviews
Interview Experience 17 Ratings
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in San Francisco, CA Apr 2012 – Reviewed Apr 22, 2013
Interview Details – Pretty simple and standard interview. 30-minute phone call with the financial advisor who was going to supervise me during the internship. Exchanged a couple of emails before that to arrange a time, and he corresponded with HR to make everything go smoothly. Documents got mailed in a timely manner, and instructions and processes were very well-planned.
Interview Question – Standard behavioral interview. No curve balls. Answer Question
Negotiation Details – Internship, so no negotiations.
Helpful Interview?
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No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in Beverly Hills, CA – Reviewed Apr 21, 2013
Interview Details – One behavioral interview with a friendly senior Vice President who wanted to know more about my work habits than my financial acumen.
Interview Question – Give me a cold-calling prompt you would pitch to a lead. Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in Costa Mesa, CA – Reviewed Nov 2, 2012
Interview Details – The interview was very straight forward. The financial adviser started out introducing the firm, talking about why they are looking for an intern and what the internship is about. The FA then proceeded to ask some questions about my prior experience and worked on getting to know me better . It seems like they are looking for enthusiasm and energy. After a week or so an offer was made.
Negotiation Details – No negotitaion
Helpful Interview?
Yes |
No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in Century City, CA – Reviewed Oct 18, 2012
Interview Details – The interview process was pretty straight forward- met with one of the PMD's and he asked me mostly behavioral questions, why I was interested, etc. Make sure you stay up to date in the news and have talking points about what's going on in the market.
Interview Question – How do interest rates affect the equity/fixed income markets? Answer Question
Helpful Interview?
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No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in San Francisco, CA – Reviewed Aug 29, 2012
Interview Details – Started with a phone interview, asking about current financial situations. Was relatively easy, asked to come in from an interview. As long as your are relaxed and answer questions to the best of your ability, you'll be fine. Sales is also important in a job like this, you will most likely be cold calling.
Interview Question – Tell me about a group project that you recently worked on and what role you played. Have you ever worked in a sales position before? Answer Question
Negotiation Details – no negotiation.
Helpful Interview?
Yes |
No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
No Offer – Interviewed in Oakland, CA Mar 2010 – Reviewed Oct 17, 2011
Interview Details – 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 Question – What do you know about business? Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in Chicago, IL May 2011 – Reviewed Oct 5, 2011
Interview Details – 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 Question – Will you be able to meet the deadline of the clients' need? Answer Question
Negotiation Details – Be confident. That is the most important thing.
Helpful Interview?
Yes |
No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Declined Offer – Interviewed in Beverly Hills, CA Sep 2010 – Reviewed Apr 23, 2011
Interview Details –
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 Question – Why Merrill Lynch? Answer Question
Reason for Declining – I accepted an offer from the same company but closer in proximity.
Helpful Interview?
Yes |
No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in Toms River, NJ Jun 2009 – Reviewed Apr 13, 2011
Interview Details – 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
- Why do you wanna work here? Answer Question
- What could you do for us? Answer Question
Negotiation Details – No negotiation. Intern was $10. Most kids do it for school credit
Helpful Interview?
Yes |
No
Problem with this interview?
Wealth Management Intern at Merrill Lynch
Accepted Offer – Interviewed in New York, NY Jan 2010 – Reviewed Feb 4, 2011
Interview Details – 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
- When have you been a leader? Answer Question
- Cold call me right now and try and sell me our services. Answer Question
Helpful Interview?
Yes |
No
Problem with this interview?
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