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Mercer Advisors Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 33 interview experiences · FREE TO READ

2.8 Rounds average
Average Typical difficulty
66.7% Positive experience

Which role are you interviewing for?

17 roles · 33 reports

Candidate interview experiences

First-hand accounts from people who interviewed at Mercer Advisors.

Showing 4 of 33
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Creative Director

Design · nearly a year ago

Director Average Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral

I applied online and after 6 weeks of silence, I got an email from HR to schedule a phone interview. The interview was set for another 3 weeks later. It went well, and HR asked a lot about my management experience and what salary I was looking for. They seemed to think I was a good fit based on my skills, experience, and salary expectations, and said they'd be in touch in 2-3 days about the next steps. But then... nothing. I never heard back from Mercer, not even a rejection email. It's so unprofessional, especially for a company that size; they could at least send an automated 'no thanks.'

Confirmed questions1 question
  • What was the size of the team you managed previously?
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Mercer Advisors

Regional Vice President

Sales · a year ago

Executive Average Neutral experience No offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite
Interview formats
Behavioral Technical

The interview process began with an initial phone call with a recruiter, followed by a Zoom interview with the Head of Sales. Both of these initial interactions were enjoyable and felt like natural conversations. Following these, the Head of Sales arranged a subsequent interview via Zoom with a Managing Director. While this conversation started well, it took a peculiar turn when the Managing Director remarked that clients prefer working with younger advisors. This comment struck me as odd, especially given the company's stated commitment to hiring women, and my own extensive experience. Reflecting on it, I wish I had addressed it directly, but I hold Mercer in high regard. I also recall seeing a comment from about a year ago on another forum discussing Mercer Advisors, which mentioned that the pay for advisors might not be competitive and that they tend to hire less experienced individuals, leading to high turnover.

Confirmed questions3 questions
  • The first two conversations were quite genuine and conversational in nature.
  • The third interview started conversationally, then shifted towards behavioral questions.
  • Can you share your perspective on the changing client preferences towards younger advisors?
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Mercer Advisors

Wealth Management Intern

Finance · a year ago

Intern Easy Positive experience Decline offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral Technical

The interview process involved 3 rounds. Everyone was super nice and the interviews were not technical at all. The people were great and seemed genuinely passionate about their work and colleagues. Despite being a rapidly growing company, they've managed to maintain a fantastic culture.

Confirmed questions2 questions
  • Can you share some basic behavioral examples?
  • Could you elaborate on that answer with follow-up questions?
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Mercer Advisors

Legal Assistant

Legal

Entry Average Negative experience No offer 3 rounds
Interview process
Recruiter call Phone screen Onsite Recruiter call Offer
Interview formats
Behavioral Technical

I was emailed about a phone interview, which was a general get-to-know-you and why-do-you-want-to-work-here type of thing. It went okay. Then, an in-person interview was set up, but it got cancelled last minute as I was getting ready. I was annoyed but was professional about it. Two weeks later, I got another email for a phone interview. I replied with my availability, but heard nothing for a while. Finally, after chasing them up, I got an email saying the interview wouldn't happen and they'd hired someone else. It was a disorganized and unprofessional waste of my time. But honestly, if this is how they manage interviews, I can only imagine how they handle important tasks.

Confirmed questions1 question
  • What do you know about Mercer Advisors?

Mercer Advisors Interview Questions

Quoted word for word from Mercer Advisors interview reports.

Could you provide a sample project kick-off email and a project plan for a data system integration project?

Read reports

Could you offer financial advice based on the case study provided via email?

Read report

Can you share your perspective on the changing client preferences towards younger advisors?

Read report

Formats, difficulty and experience

Across all 33 Mercer Advisors interview reports.

Interview formats

Behavioral 56.1%
Technical 29.8%
Presentation 7%
Case 3.5%
Other 3.5%

Interview difficulty

Easy 24.2%
Average 66.7%
Difficult 9.1%

Candidate experience

Positive 66.7%
Negative 18.2%
Neutral 15.2%

Reports by job function

Finance 10
Sales 7
Operations 5
Other 4
Product 2
Legal 2