Merrill Lynch PMD Financial Advisor Interview Questions | Glassdoor

Merrill Lynch PMD Financial Advisor Interview Questions

Updated Mar 20, 2017
62 Interview Reviews

Interview Experience

Interview Experience
60%
25%
14%

Getting an Interview

Getting an Interview
61%
15%
10%
10
1

Interview Difficulty

2.9
Average

Interview Difficulty

Hard

Average

Easy

62 Candidate Interview Reviews Back to all Interviews

Filter

Sort: Popular Date Difficulty

Filter

Sort: Popular Date Difficulty

 

PMD Financial Advisor Interview

Anonymous Employee in New York, NY
Accepted Offer
Positive Experience
Difficult Interview

Application

I applied in-person. The process took 6+ weeks. I interviewed at Merrill Lynch (New York, NY).

Interview

First step- Introduction interview. Information about the program and a couple simple personality/ why this career questions. Business plan assigned.
Next Step- review of business plan and more standard questions
Next Step- final review of your business plan. Prep for panel interview
Next Step- Panel interview. You present your business plan to 3-5 advisors who decide if they think you could make it as a successful advisor. Definitely the toughest of the interviews
Final step- if you make it through the panel interview, you have a final interview with the managing director. If this goes well an offer will follow

Interview Questions

Other Interview Reviews for Merrill Lynch

  1.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Merrill Lynch in March 2017.

    Interview

    Very long interview process with 7+ calls. Was not provided the appropriate Information for the calls. This created a gap of information and inability to prepare properly for the process.

    Interview Questions

  2.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate in Raleigh, NC
    Declined Offer
    Positive Experience
    Average Interview

    Application

    The process took 3 weeks. I interviewed at Merrill Lynch (Raleigh, NC) in March 2017.

    Interview

    IT wasnt terrible, I just always get nerves when it comes to the interview process, but the relaxed pace that this was conducted - was enjoyable. I hope to interview again with them in the future.

    Interview Questions

    • Basic background about myself   1 Answer
  3. Helpful (2)  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate in Salt Lake City, UT
    Declined Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at Merrill Lynch (Salt Lake City, UT) in February 2017.

    Interview

    Received a phone interview as as the pre-screener asked me about my network and history. The pre-screener spent most of her time telling me about the program. She was mainly focussed on what assets or network I could immediately bring to the table. I progressed to the second round where the interviewer asked me about what network that I could bring to the table. He informed me that the success rate is at about 19 percent. I got the feeling that he was only interested in me if I already had a list of clients to bring in.

    Interview Questions

    • How did you get the interview?   1 Answer
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5. Helpful (7)  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate in Newport News, VA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at Merrill Lynch (Newport News, VA) in December 2016.

    Interview

    Received a call from corporate, had a really great conversation for nearly 25 minutes. He complimented me and told me some very flattering things. Nailed it! Never received a follow up phone-call..e-mail, nothing. Wasn't denied either.

    Interview Questions

    • How would you go about finding potential clients?   1 Answer
  6. Helpful (10)  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience
    Easy Interview

    Application

    I applied online. I interviewed at Merrill Lynch.

    Interview

    (Still in the interview process) There are 2 assessments. You receive an email if you pass them. Then you set up a time for a first round interview. This is pretty straight forward, and my interviewer told me more about the program. He also explained the rest of the interview process. If selected, there are 3 more interviews.

    Interview Questions

  7. Helpful (2)  

    PMD/Financial Advisor Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience

    Interview

    The fiat test is mainly fractions and decimal math. Not too bad. They allow a calculator but nothing else. Be prepared to explain your sales experience and network in the community.

    Interview Questions

  8. Helpful (4)  

    PMD Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Merrill Lynch in July 2016.

    Interview

    2 assessments then 2 phone interviews then in person with complex director and another DM as well as meet the managers of the office.. This final step I have tomorrow. All interviews have been with really nice people.

    Interview Questions

    • Why Merrill?
      Why should we pick you?  
      1 Answer
  9. Helpful (2)  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate in Atlanta, GA
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took 5 weeks. I interviewed at Merrill Lynch (Atlanta, GA) in July 2016.

    Interview

    I applied online in late May/early June. The next day I was sent an email saying congrats on making it to the next step & that I needed to take an assessment test. Took the test. Then the next day I was sent another email sayin congrats and to take another assessment test. Took the test and weeks went by (about 3 1/2) before I heard anything back! I'd forgotten about them when they finally called and set up a phone screen which led to another phone screen where the process ended for me.

    Interview Questions

  10.  

    PMD Financial Advisor Interview

    Anonymous Interview Candidate in Los Angeles, CA
    No Offer
    Neutral Experience
    Easy Interview

    Application

    I applied through a recruiter. The process took 4+ weeks. I interviewed at Merrill Lynch (Los Angeles, CA) in June 2016.

    Interview

    Many interviews. Went through about five interviews between the team and district manager. For the team, I think it's a lot of feeling you out to see if you are a good fit for their dynamic.

    Interview Questions

    • Would you be willing to work at a local BofA branch to steer clients to our team?   1 Answer
Don't Miss Out On a Job You Love
Upload a resume to easily apply to jobs from anywhere. It's simple to set up.