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      Recherches associées: Avis sur Merrill | Offres d’emploi chez Merrill | Salaires chez Merrill | Avantages sociaux chez Merrill
      Entretiens chez MerrillEntretiens d’embauche pour Financial Advisor chez MerrillEntretien chez Merrill


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      Entretien pour Financial Advisor

      8 oct. 2011
      Candidat à l'entretien anonyme
      Offre refusée
      Expérience positive
      Entretien moyen

      Candidature

      J'ai postulé via un établissement d'enseignement supérieur ou universitaire. Le processus a pris 5 jours. J'ai passé un entretien chez Merrill en sept. 2011

      Entretien

      I applied through my university career center. I was later contacted & asked to visit the office to take the FIAT test as well as meet several FAs currently working at the office. Immediately upon my arrival I took the FIAT test which lasted about 30 minutes. I was not informed whether or not I had successfully completed the test but assumed as much once the interviews began. The first interview was with the current director/advisor of the Financial Advisor training program (PMD) who was also an FA. He was cordial throughout the interview & spent most of the time talking about his experiences in the position. This felt more like a conversation & less like an interview. Next I spoke to a Vice President & another FA. Aside from the typical jitters that accompany an interview, nothing was particularly unsettling about the process. I was then asked to come back a few days later & meet with the Branch Manager who was not there that day. When I returned to meet with him, we spoke for a few minutes and he told me that I was likely to receive an offer. He asked me about myself, accomplishments I was proud of, where I saw myself in 5 years, etc.

      Questions d'entretien [3]

      Question 1

      Could you make a list of 10 people with $250k right now?
      1 réponse

      Question 2

      Why do you want this job?
      Répondre à cette question

      Question 3

      How would you build a book of clients?
      Répondre à cette question

      Autres retours d’entretien d’embauche pour un poste comme Financial Advisor chez Merrill

      Entretien pour Financial Advisor

      21 mai 2026
      Employé (anonyme)
      New York, NY
      Offre acceptée
      Expérience positive
      Entretien facile

      Candidature

      J'ai postulé via la recommandation d'un employé. J'ai passé un entretien chez Merrill (New York, NY)

      Entretien

      Got introduced to the head of the office (Market Executive) by former colleague who was a financial advisor in that location. The day of my interview I had three interviews. The first two with other advisors in the office who reported back to the head of the office their thoughts on me. By the time I met with the head of the office, it was less of an interview process and more "both advisors recommended you, congratulations, so my job now is to explain to you the particulars should you wish to accept this role." He did agree to my request to set up a one-on-one discussion with one of the most senior advisors in the office before I agreed to accept, and they were very accommodating on my start date.

      Questions d'entretien [1]

      Question 1

      Please tell me about yourself and why you believe you are a strong fit for this role.
      Répondre à cette question

      Entretien pour Financial Advisor

      10 avr. 2024
      Employé (anonyme)
      Birmingham, AL
      Offre acceptée
      Expérience positive
      Entretien moyen

      Candidature

      J'ai postulé via la recommandation d'un employé. Le processus a pris 2 semaines. J'ai passé un entretien chez Merrill (Birmingham, AL) en mars 2024

      Entretien

      Two rounds of interviews with a final call with an offer from HR. Both interviews were web-based. Both interviewers were very personable and described the job and company very well.

      Questions d'entretien [1]

      Question 1

      Where do you see yourself in 5 years
      Répondre à cette question

      Entretien pour Financial Advisor

      23 janv. 2023
      Employé (anonyme)
      Offre acceptée
      Expérience neutre
      Entretien moyen

      Candidature

      J'ai postulé via une autre source. J'ai passé un entretien chez Merrill

      Entretien

      Series of aptitude tests and a final business plan showing how you will build your book of business. This is then presented and discussed to determine feasibility and probability of success.

      Questions d'entretien [1]

      Question 1

      Take me through a difficult scenario you’ve had with a client.
      Répondre à cette question
      1

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