Merrill·Financial Analyst

Merrill Financial Analyst interview experience

Got offer

Medium

Positive

Boulder, COPosted Oct 2017 · Candidate report, summarized by Dataford

I moved through the early stage by taking two online assessments that were pretty easy and tested whether I matched the role and the basic knowledge behind it.

After that, I had a recruiter phone screen where the questions were simple and practical—telling me about myself, asking about relevant sales experience, and whether I had any current clients I could advise.

Before going into the next conversations, I had to prepare a business plan focused on how I would find clients and expand my business. In the interviews, I went over my vision and details like centers of influence, marketing plans, and target markets, and the senior people followed up with questions that connected directly back to my plan. The most challenging part was how much emphasis

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