Pmd Financial Advisor Interview Questions

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Pmd Financial Advisor interview questions shared by candidates

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Merrill
PMD/Financial Advisor was asked...May 8, 2017

Why Merrill Lynch? Why Financial Advising? Why now? What would your current boss say about you if they were here right now?

1 Answers

Best bet is to be authentic.

Merrill

How would you go about finding potential clients?

1 Answers

Had this exact same thing happen to me. Maybe it because of the holidays?

Merrill

Had to give a narrative of my whole life.

1 Answers

Took forever and seemed irrelevant.

Merrill

show them you have access to high net work clients and that you have experience with rich people...

1 Answers

Do you know the salary range that they will start a PMD at?

Merrill

What type of personality do you think you have?

1 Answers

I am type a. a go getter that needs no help being focused and drivin

Merrill

Tell me about a time where you were a high achiever

1 Answers

Talked about meeting quota ag work.

Merrill

Why Merrill Lynch? Why Financial Advising? How exposed are you to high net worth clients? Where & how would you get your clients? What would be your average number of face to face meetings per week after 6 months?

1 Answers

Give realistic answers, do not shoot too high or too low. Show that you know how difficult the job is. Have a definite plan A and plan B if plan A doesn't pan out. Less

Merrill

What is your investment philosophy?

1 Answers

Well this is for an FA position so...active active active.

Merrill

Basic background about myself

1 Answers

Told my life story in an elevator setting sales pitch

Merrill

What's the point of a meeting?

1 Answers

To get to signed paperwork or another meeting.

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