Financial Solutions Advisor Interview Questions

(Posted anonymously by job candidates)

4 Companies: 13 of 4

Bank of America Interviews

13 Financial Solutions Advisor Interview Questions and Reviews

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Merrill Edge Interviews

9 Financial Solutions Advisor Interview Questions and Reviews

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Merrill Lynch Interviews

2 Financial Solutions Advisor Interview Questions and Reviews

See the latest Merrill Lynch Jobs

15 Interview Questions: 110 of 15 Sort by  

Apr 24, 2014

Interview Question for Anonymous at Merrill Edge:

“Role play with interviewer. Interviewer calls you to invest in stock that was recommended by neighbor.”


Mar 29, 2014

Interview Question for Anonymous at Merrill Edge:

“nothing really.”


Feb 13, 2014

Interview Question for Anonymous at Bank of America:

“Pretty straight forward questions, no behavioral questions. They are just looking to hire experienced professionals with licenses and a track record with sales experience.”


Feb 11, 2014

Interview Question for Anonymous at Merrill Edge:

“How would you make a connection and gain a client's trust over the phone in 10 seconds or less.”


Dec 31, 2013

Interview Question for Financial Solutions Advisor Core II at Merrill Edge:

“They mostly like to see what your work ethic is like.”


Jun 4, 2013

Interview Question for Financial Solutions Advisor at Bank of America:

“Pretty standard. Went over position, reviewed my resume, then went over compensation”


Mar 21, 2013

Interview Question for Financial Solutions Advisor at Bank of America:

“The interview questions were pretty easy just wanted to make sure your a people person.”


Mar 9, 2013

Interview Question for Anonymous at Merrill Lynch:

“A client demands to execute a trade that is not in line with his risk tolerance- how do you handle it?”


Jan 15, 2013

Interview Question for Anonymous at Merrill Lynch:

“case study questions”


Jun 21, 2012

Interview Question for Anonymous at Merrill Lynch:

“Describe a time you handled a difficult customer”