
Merrill General Intern Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 102 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Merrill.
Intern
The interview process was really long and took forever. I had to do multiple rounds of the same interview with different people, so it ended up taking months. They didn't give much information about what the whole process would be like.
- How many people with high net worth do you know?
Intern
I got a phone call from a financial advisor, who also went to my school. She invited me for an interview the next week and gave me directions to the office. When I got there, I met with the advisor and the VP of the department at the BoA-Merrill Lynch building in downtown Chicago. They were both really nice and the interview wasn't super stressful. It was tough though because they didn't ask the standard questions you can prepare for to show off your skills. It was actually very casual and only about 20 minutes long, which made it hard to really explain who I am. It felt like they were more interested in finding someone they could work well with, especially since they only interviewed people who had already passed the finance resume test, which I think is a reasonable way to hire.
- How would you handle juggling multiple tasks or projects simultaneously?
- Could you tell me what you hope to gain from a summer internship?
- Do you have any questions for us?
Intern
The interview process included a phone interview and then office interviews. It was an easy interview overall. It mainly focused on why this could be a long term career for you. They were looking for someone with professionalism and entrepreneurial spirit. The focus was on leveraging your experiences and client serving experience to answer questions.
- What motivates your desire to become a financial advisor?
- Why do you see this as a long-term career path?
- How can you leverage your experiences and client-serving background?
Merrill General Intern Interview Questions
Quoted word for word from Merrill interview reports.
“If an investor is aggressive, what would be a balanced portfolio for them?”
Read reports →“Can you explain what duration means and how it's used for fixed income products?”
Read reports →“What's your strategy for investing $1000 across the four main asset classes?”
Read reports →“Considering your current knowledge of the company, what is your outlook on its future within the industry and the global economy?”
Read reports →“Can you describe your understanding of the recession our economy was going through at the time?”
Read report →“What are you studying and why do you want to study it?”
Read report →“If upper management asked you to get them coffee, would you do it?”
Read report →“If offered a higher salary by another bank, would you still choose to work here?”
Read report →“What was the hardest class you took, and can you explain why?”
Read report →Formats, difficulty and experience
Across all 102 Merrill interview reports.