Merrill Lynch Wealth Management Interview Questions | Glassdoor

Merrill Lynch Wealth Management Interview Questions

Updated Feb 8, 2017
25 Interview Reviews

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Helpful (2)  

Wealth Management Interview

Anonymous Interview Candidate in Hartford, CT
No Offer
Neutral Experience
Average Interview

Application

I applied online. The process took 2 weeks. I interviewed at Merrill Lynch (Hartford, CT) in January 2017.

Interview

Received an email to interview in office with Senior VP. Very friendly but kind of intimidating and almost didn't let me get a word in. Started off the interview with 2 brief and general questions about my work experience then basically had me ask the rest of the questions for the interview. Felt like he didn't really learn all that much about me and what I'm interested in. He spent a lot of time talking about the company and getting off topic about other things. Took me for a tour around the office. I was out in less than 30 minutes.

Interview Questions

Other Interview Reviews for Merrill Lynch

  1. Helpful (1)  

    Wealth Management Interview

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

    Application

    I applied online. I interviewed at Merrill Lynch (New York, NY).

    Interview

    Mostly behavioral. Wanted to make sure I was a good culture fit for the team. I applied online, then was asked to conduct a phone interview. After making it past that point, I was invited for an in office interview with the team lead.

    Interview Questions


  2.  

    Wealth Management Interview

    Anonymous Employee in Mount Laurel, NJ
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 1 day. I interviewed at Merrill Lynch (Mount Laurel, NJ).

    Interview

    Interviewed with head of Wealth Management, then with Parter at wealth management group. Interview process explored my background, interests, goals, and aspirations. The interviews were very straight-forward and informal. The second interview with the finance group was more in depth- discussing the various duties I would have at the job and my qualifications with respect to those duties. Overall, the experience was not extremely stressful, but definitely formal.

    Interview Questions


  3.  

    Wealth Management Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through an employee referral. The process took 4+ weeks. I interviewed at Merrill Lynch in February 2016.

    Interview

    The interview process was very casual. A few phone calls and an in office interview. Be sure wealth management is what you plan to do full time after graduation. The people were all extremely helpful and nice

    Interview Questions


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  5.  

    Wealth Management Interview

    Anonymous Interview Candidate in New Brunswick, NJ
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied through college or university. The process took a week. I interviewed at Merrill Lynch (New Brunswick, NJ) in January 2016.

    Interview

    The first round interview consistent of one face-to-face interview on campus. We were only allowed 30 minutes for the interview. Typical personality questions such as why you're interested in wealth management, etc.

    Interview Questions


  6.  

    Wealth Management Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through an employee referral. I interviewed at Merrill Lynch.

    Interview

    Email Correspondence to begin with which led to a Phone Interview which finally culminated in an In Person Interview before being offered the internship role with the wealth management team

    Interview Questions

    • Why are you interested in working in Wealth Management   Answer Question

  7.  

    Wealth Management Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Interview

    3 half hour phone interviews witch regional managers. After a couple of weeks I received an email offering me the internship. There were no technical finance questions in any of the interviews.

    Interview Questions

    • Basic behavioral questions.

      Why do you want to work in wealth management?  
      Answer Question

  8.  

    Wealth Management Interview

    Anonymous Employee in Boston, MA
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took a week. I interviewed at Merrill Lynch (Boston, MA) in April 2015.

    Interview

    The interview was based mostly on fit and a general desire to be in the wealth management field. I was asked a lot about why I thought I was a good fit and why I liked wealth management, if I was a good with managing relationships and if I found satisfaction in helping people manage their finances and plan their futures.

    Interview Questions

    • Why do you want to do wealth management?
      What is happening in the markets today?  
      Answer Question

  9.  

    Wealth Management Interview

    Anonymous Employee in Philadelphia, PA
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 2+ weeks. I interviewed at Merrill Lynch (Philadelphia, PA) in March 2015.

    Interview

    Interview process was very straightforward. There was only one phone interview and one in person, got the job on the spot. Be prepared to talk about your resume, your desire to work there, and what you want to get out of this experience.

    Interview Questions


  10.  

    Wealth Management Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. I interviewed at Merrill Lynch.

    Interview

    The interview was very short and straight to the point. I met with the two partners of the office and they asked me basic behavioral questions and spent a majority of the time telling me what the internship would be like. The partners were very family oriented and seemed as though they wanted an intern who was the same.

    Interview Questions


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