Merrill Lynch
3.4 of 5 1,027 reviews
www.ml.com New York, NY 5000+ Employees

Merrill Lynch Interview Questions & Reviews

Updated Apr 14, 2014
All Interviews Received Offers

Getting the Interview 

27%
25%
20%

Interview Experience 

64%
26%
8%

Interview Difficulty 

319 candidate interviews
Relevance Date Difficulty
in

Accepted Offer

Neutral Experience

PMD Financial Advisor Interview

Anonymous Employee

I applied online and the process took 4+ weeks - interviewed at Merrill Lynch.

Interview Details The Interview process was very straight forward. The manger only asked one thing of me which was "for the next ten min. or so, tell me everything you have accomplished from birth until you came off the elevator this morning"

Interview Question – for the next ten min. or so, tell me everything you have accomplished from birth until you came off the elevator this morning"   Answer Question

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Accepted Offer

Neutral Experience

PMD Financial Advisor Interview

Anonymous Employee
San Jose, CA (US)

I applied through an employee referral and the process took 1 week - interviewed at Merrill Lynch.

Interview Details It was an employee referral so it was slightly simple than a regular hiring process. It was quick.

Interview Question – To pick a salary range not knowing what you have to bring in.   Answer Question

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Declined Offer

Negative Experience

Average Interview

Financial Analyst Intern Interview

Anonymous Interview Candidate

I applied in-person and the process took 2 months - interviewed at Merrill Lynch.

Interview Details Took 4 weeks to contact me after submitting my resume; another 4 weeks to get the offer from Human Resources.

Interview Question – Talk about past experiences and your own performance on the stock market.   Answer Question

Reason for Declining – Final offer was substantially lower pay than first mentioned.

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Accepted Offer

Positive Experience

Very Easy Interview

Wealth Management Intern Interview

Anonymous Employee
Dallas, TX (US)

I applied through an employee referral - interviewed at Merrill Lynch in May 2013.

Interview Details I had a referral from another employee in the office and was given an interview which lasted about 25 minutes. I was asked very general personality/fit questions like, "why Merrill Lynch?" "where do you see yourself in 5 years?" etc

Interview Question – No question was unexpected   Answer Question

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Declined Offer

Positive Experience

Average Interview

Summer Intern Interview

Anonymous Interview Candidate
New York, NY (US)

I applied through college or university and the process took 2 weeks - interviewed at Merrill Lynch in June 2010.

Interview Details Hiring process was pretty fast and simple with one phone interview and one in person interview

Interview Question – all behavioral interview   Answer Question

Reason for Declining – I wanted to pursue masters degree

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Accepted Offer

Neutral Experience

Average Interview

Financial Advisor Trainee Interview

Anonymous Employee
Westlake Village, CA (US)

I applied online and the process took 3 weeks - interviewed at Merrill Lynch in October 2012.

Interview Details Two separate interviews with two different people. They want to know who you know and how much money they have and how you plan to talk them into doing business with you and the firm. It is not about your money management skills they want to know about, but your marketing and sales skills and strategy.

Interview Question – 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?   Answer Question

Negotiation Details – no negotiation unless you have assets ready to come over

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Accepted Offer

Neutral Experience

GWIM Summer Analyst Interview

Anonymous Employee

Interviewed at Merrill Lynch

Interview Details First, there was a phone interview with someone in HR (recruiter for the program), and a couple weeks later I got an email about another phone interview with a hiring manager. This hiring manager was the same one that I worked for as a summer analyst.

Both interviews asked similar questions about past internship experience and working as a team.

Interview Question – Most questions were about past experience and behavioral questions to get a sense of work ethic, teamwork skills.   Answer Question

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No Offer

Neutral Experience

Financial Advisor Trainee Interview

Anonymous Interview Candidate

I applied online and the process took 2 months - interviewed at Merrill Lynch.

Interview Details Applied online. Required FIAT examination to assess how you may score on your Series 7 & 63. Passed, took about a week for the recruiter to set up phone interview.

Interview Question – What is your five year plan?   Answer Question

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No Offer

Positive Experience

Difficult Interview

PMD Financial Advisor Interview

Anonymous Interview Candidate
New York, NY (US)

I applied online and the process took 4+ weeks - interviewed at Merrill Lynch in March 2014.

Interview Details Took an initial FIAT exam with about 30 math/economics questions and a logical exam with about 25 questions. Phone screening from a VP Staffing Consultant then a phone interview with a Senior FA at the branch. Submitted business plan. In-person interview with the PMD Coordinator.

Interview Question – Tell us about yourself   Answer Question

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No Offer

Neutral Experience

Financial Advisor Trainee (PMD) Interview

Anonymous Interview Candidate

Interviewed at Merrill Lynch

Interview Details A few emails, which lead to a phone interview and a FIAT test, then I one-on-one with director of a local office.

Interview Question – Business plan   Answer Question

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