Financial Advisor Trainee Interview Questions | Glassdoor

Financial Advisor Trainee Interview Questions


Financial advisor trainee interview questions shared by candidates

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If given X area square footage and X length of the room, what is the room's perimeter?

13 Answers

The answer is one.

Oops. Make that four

That's easy-f'rinstince, if it's a 500 square footer which is 25 feet long, you'd figure the other two sides at 20 feet. To get the room's peri, you just add the four sides-90 feet!

Why do you want to work for Merrill Lynch?

2 Answers

Interview questions were pretty standard, following the STAR format; Tell me a bout a time when... What would you do if...

1 Answer

How do you expect to get clients when you have no book of business. Keep in mind, this is a training job...

1 Answer

Why do you want to work here?

1 Answer

What interests you about the financial services industry?

1 Answer

What makes you think you can talk Dr. So and So into moving his $5 million account with you, and how will you talk him into referrals as soon as possible?

1 Answer

How do you handle rejection?

1 Answer

Barrage of questions based on STAR prototype

1 Answer

Tell me a time when you had to deliver bad news to a client?

1 Answer
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