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.
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.
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Application
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.
