Finance Trainee Interview Questions

(Posted anonymously by job candidates)

27 Companies: 13 of 27

Merrill Lynch Interviews

29 Finance Trainee Interview Questions and Reviews

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Edward Jones Interviews

24 Finance Trainee Interview Questions and Reviews

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Morgan Stanley Smith Barney Interviews

14 Finance Trainee Interview Questions and Reviews

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107 Interview Questions: 110 of 107

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Sep 6, 2014

Interview Question for Financial Advisor/Management Trainee at Independent Capital Management:

“They only asked one question because they spent the whole hour trying to convince (beg) people to work for them.”


Aug 8, 2014

Interview Question for Financial Advisor Trainee at Edward Jones:

“During the assessment -- cold calling and being put on 'hold' indefinitely, having a transactional problem and not knowing the policy to handle it, a flighty, fruit-loop administrator, super slow…”


Jul 28, 2014

Interview Question for Financial Advisor Trainee at Edward Jones:

“Day In the life- this is toughest exercise I have everbeenthrough”


Jul 27, 2014

Interview Question for Financial Advisor Trainee (FACD) at Edward Jones:

“I have the simulation scheduled for next week.”


Jul 24, 2014

Interview Question for Financial Advisor Trainee at Morgan Stanley Smith Barney:

“"When can you start?"”


Jul 9, 2014

Interview Question for Financial Advisor Trainee at Morgan Stanley:

“On average how much your family or friends would invest?”


Jul 8, 2014

Interview Question for Financial Advisor Trainee at Edward Jones:

“Most questions were very straight forward.”


Jun 16, 2014

Interview Question for Financial Advisor Trainee at Merrill Lynch:

“What sets you apart from the rest.”


Jun 1, 2014

Interview Question for Professional Development Trainee PDT - Finance at IBM:

“Know the case well and consider alternatives to your underlying assumptions.”


May 3, 2014

Interview Question for Financial Advisor Trainee at AXA Advisors:

“Be prepared to answer some questions about your target market. From this, the manager will guide you towards your business goal at the company.”