Anonymous Interview Candidate in Luxembourg, Anonymous Interview Candidate in United States, Find a Great First Job to Jumpstart Your Career, Stand Out From the Crowd With the Perfect Cover Letter, How to Prepare for Your Interview and Land the Job, What would you be most likely to do in a situation and what would you be least likely to do in a situation. in 5 Simple Steps, Get Expert Writing Recommendations for Your Finance Resume, 6 Do’s and Don’ts for Writing a Finance Resume, Beat the ATS with These Received Letter of Commendation from Commander, U.S. All rights reserved. Merrill Lynch is making changes in the way it manages young advisers and trainees. Established knowledge-sharing processes for. Cheers, Merrill Lynch – A Global Leader Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales... – More. My opinion is that this is not a position for someone who has never been an advisor or does not have financial industry experience because you are 100% solo and on your own. It includes discovery meetings where you will have a chance to understand what it is like to work for Merrill as a financial advisor. I applied through an employee referral The process took 4 weeks. What got you interested in finance? They start with a call then go into another phone interview in which they will ask you to pretty much write everything you say and email it back to them. Merrill Lynch isn’t the only wirehouse trying to make planning easier for its advisors. Specialize in financial planning and basic accounting principles. Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. Didn't ask anything specific or surprising. *American South East European Chamber of Commerce, Board of Directors 2011-Present Then you have a face to face, I applied through an employee referral The process took 6 weeks. How to Answer: What Are Your Strengths and Weaknesses? ; Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives. Financial Advisors meet with clients to help them determine the best budgeting and retirement plans for them, including investing strategies and other financial responsibilities. Successfully maintained top tier status in Advisor training program. Apply to Wealth Manager, Financial Advisor, Analyst and more! *Navy Good Conduct Medal they make you take a short pass/fail test. Managed material flow for over 200 textbooks within Auburn University Campus. PMD Trainee Financial Advisor, 04/2017 to 12/2017 Merrill Lynch Wealth Management – Princeton, NJ. Get all the help you need to create a professional resume in minutes. Employed Microsoft Solver, Pivot Tables, and Macros to aid in isolating ideal investment selections for clients. Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals. Use these resumes as templates to get help creating the best Financial Advisor resume. Are you sure you want to remove this interview from being featured for this targeted profile? This is the employer's chance to tell you why you should work for them. The process took 2 days.