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      Merrill

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      Financial Advisor Interview

      Oct 8, 2011
      Anonymous Interview Candidate
      Declined offer
      Positive experience
      Average interview

      Application

      I applied through college or university. The process took 5 days. I interviewed at Merrill in Sep 2011

      Interview

      I applied through my university career center. I was later contacted & asked to visit the office to take the FIAT test as well as meet several FAs currently working at the office. Immediately upon my arrival I took the FIAT test which lasted about 30 minutes. I was not informed whether or not I had successfully completed the test but assumed as much once the interviews began. The first interview was with the current director/advisor of the Financial Advisor training program (PMD) who was also an FA. He was cordial throughout the interview & spent most of the time talking about his experiences in the position. This felt more like a conversation & less like an interview. Next I spoke to a Vice President & another FA. Aside from the typical jitters that accompany an interview, nothing was particularly unsettling about the process. I was then asked to come back a few days later & meet with the Branch Manager who was not there that day. When I returned to meet with him, we spoke for a few minutes and he told me that I was likely to receive an offer. He asked me about myself, accomplishments I was proud of, where I saw myself in 5 years, etc.

      Interview questions [3]

      Question 1

      Could you make a list of 10 people with $250k right now?
      1 Answer

      Question 2

      Why do you want this job?
      Answer question

      Question 3

      How would you build a book of clients?
      Answer question

      Other Financial Advisor Interview Reviews for Merrill

      Financial Advisor Interview

      May 21, 2026
      Anonymous employee
      New York, NY
      Accepted offer
      Positive experience
      Easy interview

      Application

      I applied through an employee referral. I interviewed at Merrill (New York, NY)

      Interview

      Got introduced to the head of the office (Market Executive) by former colleague who was a financial advisor in that location. The day of my interview I had three interviews. The first two with other advisors in the office who reported back to the head of the office their thoughts on me. By the time I met with the head of the office, it was less of an interview process and more "both advisors recommended you, congratulations, so my job now is to explain to you the particulars should you wish to accept this role." He did agree to my request to set up a one-on-one discussion with one of the most senior advisors in the office before I agreed to accept, and they were very accommodating on my start date.

      Interview questions [1]

      Question 1

      Please tell me about yourself and why you believe you are a strong fit for this role.
      Answer question

      Financial Advisor Interview

      Apr 10, 2024
      Anonymous employee
      Birmingham, AL
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 2 weeks. I interviewed at Merrill (Birmingham, AL) in Mar 2024

      Interview

      Two rounds of interviews with a final call with an offer from HR. Both interviews were web-based. Both interviewers were very personable and described the job and company very well.

      Interview questions [1]

      Question 1

      Where do you see yourself in 5 years
      Answer question

      Financial Advisor Interview

      Jan 23, 2023
      Anonymous employee
      Accepted offer
      Neutral experience
      Average interview

      Application

      I applied through other source. I interviewed at Merrill

      Interview

      Series of aptitude tests and a final business plan showing how you will build your book of business. This is then presented and discussed to determine feasibility and probability of success.

      Interview questions [1]

      Question 1

      Take me through a difficult scenario you’ve had with a client.
      Answer question
      1

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