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      Merrill

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      Financial Advisor Trainee Interview

      Dec 27, 2010
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Merrill in Dec 2010

      Interview

      The hiring process was pretty straight forward. I filled out an application through Bank of America's website. I received a call back from Merrill Lynch 1 week later asking me to come in and take an aptitude test. The test consisted of basic economic, finance and accounting principles. Later that same day I received an email letting me know I had passed that test and was required to take a personality test which took about an hour. I received a call from the Directors assistant about three days later asking me to come in for a 1 on 1 interview with the Director of the local office. I interviewed with the Director as well as the PMD training program director. All in all the two interviews took a little over two hours. I received a call from the Director's assistant about a week later asking me to come back in and meet with the Director again. At this interview the Director offered me the position.

      Interview questions [3]

      Question 1

      Why should we hire you at Merrill Lynch at this point in your career?
      Answer question

      Question 2

      Do you have a book of business that you will be bringing over to Merrill?
      Answer question

      Question 3

      How long do you think it would take you to acquire $10mil in assets under management?
      Answer question
      2

      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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