I applied through an employee referral. The process took 2 weeks. I interviewed at Merrill (Pensacola, FL) in Nov 2008
Interview
was referred by another FA in the company.
I had 1:1 interview with director at starbucks
I had a breakfast interview with manager and trainee coach. Felt like I was being asked question after question and was nervous if I would get hired.
I had to take the series 7, series 66 and insurance license and pass them all before you can start prospecting.
Interview questions [1]
Question 1
Do you think you know enough people to bring in over $15 million in your first 2 years here?
I applied through an employee referral. I interviewed at Merrill (New York, NY)
Interview
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.
Interview questions [1]
Question 1
Please tell me about yourself and why you believe you are a strong fit for this role.
I applied through an employee referral. The process took 2 weeks. I interviewed at Merrill (Birmingham, AL) in Mar 2024
Interview
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.
I applied through other source. I interviewed at Merrill
Interview
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.
Interview questions [1]
Question 1
Take me through a difficult scenario you’ve had with a client.
