Pmd financial advisor Interview Questions | Glassdoor

pmd financial advisor Interviews

Pmd financial advisor Interview Questions

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Had to give a narrative of my whole life.

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Took forever and seemed irrelevant.

Why Merrill Lynch? Why Financial Advising? Why now? What would your current boss say about you if they were here right now?

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What type of personality do you think you have?

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show them you have access to high net work clients and that you have experience with rich people...

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How would you go about finding potential clients?

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Would you be willing to work at a local BofA branch to steer clients to our team?

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What's the point of a meeting?

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Tell me about a time where you were a high achiever

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Basic background about myself

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Why Merrill Lynch? Why Financial Advising? How exposed are you to high net worth clients? Where & how would you get your clients? What would be your average number of face to face meetings per week after 6 months?

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