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      Merrill

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      Financial Advisor Trainee Interview

      May 2, 2012
      Anonymous employee
      Dallas, TX
      Accepted offer
      Positive experience
      Difficult interview

      Application

      The process took 3 months. I interviewed at Merrill (Dallas, TX) in Mar 2012

      Interview

      The process consisted of an initial phone interview for screening purposes followed by a 1 on 1 meeting with the local PMD coach at the downtown office. Following this I reached out and tried to build relationships in the office that could vouch for me during the review period. I had to take an online assessment that consisted of sales and capital markets related questions. Lastly, I had to present my business plan to a panel of seasoned veterans in the business. I heard the following week and accepted the offer.

      Interview questions [1]

      Question 1

      What sets you apart from the other candidates we are considering at this time?
      Answer question
      4

      Other Financial Advisor Trainee Interview Reviews for Merrill

      Financial Advisor Trainee Interview

      Apr 3, 2023
      Anonymous employee
      San Mateo, CA
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at Merrill (San Mateo, CA)

      Interview

      Easy process, 3 round interview. Aptitude test based like logical reasoning questions. Easy interview with hiring manager. General questions, asked about career goals and aspirations. Overall it was a good interview.

      Interview questions [1]

      Question 1

      How will you use connections to build book of business?
      Answer question

      Financial Advisor Trainee Interview

      Aug 19, 2022
      Anonymous employee
      Accepted offer
      Neutral experience
      Average interview

      Application

      I interviewed at Merrill

      Interview

      I was interviewed by one senior advisor and the market executive. They played good cop bad cop. One said I was under qualified and the other laid out the job description as if I had already been given an offer.

      Interview questions [1]

      Question 1

      Why do you think you would make a good advisor?
      Answer question

      Financial Advisor Trainee Interview

      Nov 8, 2022
      Anonymous Interview Candidate
      Palmdale, CA
      No offer
      Negative experience
      Easy interview

      Application

      I applied online. I interviewed at Merrill (Palmdale, CA) in Aug 2022

      Interview

      Preliminary recruiter treated me like a number with “the opportunity” to interview for the role. Once I passed to the next step, the actual manager spoke of how he treated his own employees when a customer would personally attack the employees. He said there is always a reason the customer is dissatisfied. I disagreed and said I didn’t want to work under a company that threw its employees under the bus for the sake of appeasing a customer

      Interview questions [1]

      Question 1

      Can you relate a time when you went above and beyond to deliver maximum service to the client. What did you do and what was the outcome?
      Answer question

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