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Financial Advisor Trainee Interview Questions
8,694 financial advisor trainee interview questions shared by candidates
Why Merrill Lynch and why this program?
Tell us about your experience as a financial advisor
What makes you feel you would be a good fit for an advisor role?
How do you handle rejection?
Why do you want to be an advisor?
How would you close a deal if you have a 3 million dollar customer in front of you?
They will ask about who you are able to meet with day one. They are just trying to assess your natural market and the probability that you will know enough people to have a comfortable start.
Whether I was willing to use their investment models with my clients.
How do you measure success?
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