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      Merrill

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      Buscas relacionadas: Avaliações da empresa Merrill | Vagas da empresa Merrill | Salários da empresa Merrill | Benefícios da empresa Merrill
      Entrevistas da empresa MerrillEntrevistas do cargo de Financial Advisor da empresa MerrillEntrevista da empresa Merrill


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      Entrevista para Financial Advisor

      8 de out. de 2011
      Candidato(a) sigiloso(a) à entrevista
      Oferta recusada
      Experiência positiva
      Entrevista com nível médio de dificuldade

      Candidatura

      Candidatei-me por meio de uma faculdade ou universidade. O processo levou 5 dias. Fui entrevistado pela Merrill em set. de 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.

      Perguntas de entrevista [3]

      Pergunta 1

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

      Pergunta 2

      Why do you want this job?
      Responder à pergunta

      Pergunta 3

      How would you build a book of clients?
      Responder à pergunta

      Outras avaliações de entrevista de vagas de Financial Advisor da empresa Merrill

      Entrevista para Financial Advisor

      21 de mai. de 2026
      Funcionário(a) sigiloso(a)
      New York, NY
      Oferta aceita
      Experiência positiva
      Entrevista fácil

      Candidatura

      Candidatei-me por indicação de um funcionário. Fiz uma entrevista na empresa 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.

      Perguntas de entrevista [1]

      Pergunta 1

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

      Entrevista para Financial Advisor

      10 de abr. de 2024
      Funcionário(a) sigiloso(a)
      Birmingham, AL
      Oferta aceita
      Experiência positiva
      Entrevista com nível médio de dificuldade

      Candidatura

      Candidatei-me por indicação de um funcionário. O processo levou 2 semanas. Fui entrevistado pela Merrill (Birmingham, AL) em mar. de 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.

      Perguntas de entrevista [1]

      Pergunta 1

      Where do you see yourself in 5 years
      Responder à pergunta

      Entrevista para Financial Advisor

      23 de jan. de 2023
      Funcionário(a) sigiloso(a)
      Oferta aceita
      Experiência neutra
      Entrevista com nível médio de dificuldade

      Candidatura

      Candidatei-me de outra forma. Fiz uma entrevista na empresa 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.

      Perguntas de entrevista [1]

      Pergunta 1

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

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