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      Merrill

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      Búsquedas relacionadas: Opiniones sobre Merrill | Ofertas de empleos en Merrill | Sueldos en Merrill | Beneficios en Merrill
      Entrevistas de MerrillEntrevistas para el puesto de Financial Advisor en MerrillEntrevista de Merrill


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      Entrevista de Financial Advisor

      8 oct 2011
      Candidato de entrevista anónimo
      Oferta rechazada
      Experiencia positiva
      Entrevista normal

      Solicitud

      Solicité el puesto a través de la escuela superior o la universidad. El proceso duró 5 días. Acudí a una entrevista en Merrill en sept 2011

      Entrevista

      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.

      Preguntas de entrevista [3]

      Pregunta 1

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

      Pregunta 2

      Why do you want this job?
      Responder pregunta

      Pregunta 3

      How would you build a book of clients?
      Responder pregunta

      Otras opiniones sobre las entrevistas para el puesto de Financial Advisor en Merrill

      Entrevista de Financial Advisor

      21 may 2026
      Empleado anónimo
      New York, NY
      Oferta aceptada
      Experiencia positiva
      Entrevista fácil

      Solicitud

      Solicité el puesto a través de la recomendación de un empleado. Acudí a una entrevista en Merrill (New York, NY)

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Please tell me about yourself and why you believe you are a strong fit for this role.
      Responder pregunta

      Entrevista de Financial Advisor

      10 abr 2024
      Empleado anónimo
      Birmingham, AL
      Oferta aceptada
      Experiencia positiva
      Entrevista normal

      Solicitud

      Solicité el puesto a través de la recomendación de un empleado. El proceso duró 2 semanas. Acudí a una entrevista en Merrill (Birmingham, AL) en mar 2024

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Where do you see yourself in 5 years
      Responder pregunta

      Entrevista de Financial Advisor

      23 ene 2023
      Empleado anónimo
      Oferta aceptada
      Experiencia neutra
      Entrevista normal

      Solicitud

      Solicité el puesto por otro medio. Acudí a una entrevista en Merrill

      Entrevista

      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.

      Preguntas de entrevista [1]

      Pregunta 1

      Take me through a difficult scenario you’ve had with a client.
      Responder pregunta
      1

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