Describe yourself as either a self-starter, competitive, or persuasive - why?
Financial Advisor Program Interview Questions
117 financial advisor program interview questions shared by candidates
How will you develop a book of business and what goals are you setting for yourself 3/5/10years into this position.
Walk me through your resume. How many connections do you think you could help as a financial advisor? What tactics would you use to grow your connections and obtain more clients?
Why do you want to be a Merrill Lynch Advisor?
There were no questions because they didn't start with a phone interview and I decided not to take the exam.
Name some of your greatest achievements with sales at your current job (I am a personal banker currently)
None really. Very open-ended
Why do you want to get into wealth management?
Tell me about yourself...(you will need to explain really about your resume in short)
Please Please wear a business suit (with jacket) for final interview, Also bring resume and if you have sales experience with proof of numbers and results, it would be great to bring those too
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