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      Merrill

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      Financial Advisor Interview

      Nov 24, 2009
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied through an employee referral. The process took 2 weeks. I interviewed at Merrill in Aug 2008

      Interview

      I had a buddy that I went to B-school with send my resume to the Sales Manager. He sent me an email and invited me to an information session that they were having a local country club. I liked the session and the Sales Manager called a few days later to set up a face-to-face in his office. The first interview was really a get to know each other interview. He invited me to come back the next week for a series of interviews and to take a skills test. He called me a day later and said that he wanted me to come with a business plan consisting of how I was going to gather $30 million in assets in 3 years. Not a small task!!! When I showed up for the next series of interviews, I was given a skills test that all ML'ers have to take and pass. I never found out my exact score, but a secretary took me to the Sales Manager's office where we talked about my business plan and proceeded to do some role playing. He wrapped up the interview with some pointers on how I could improve and said that he would be in touch. 2 days later, he called asked to come by. It was then that he presented and offer and I accepted. The Sales Manager was really the one who sold me on the position. He was very gracious and professional. I instantly liked him. The staff was cordial and professional.

      Interview questions [1]

      Question 1

      How are you going to bring in $30 million in assets in 3 years?
      Answer question
      5

      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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