Merrill·Financial Analyst

Merrill Financial Analyst interview experience

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Los Angeles, CAPosted Feb 2019 · Candidate report, summarized by Dataford

My interview journey felt like it was trying to measure whether I could operate like a revenue-focused advisor.

It started with a phone screen where the conversation pulled directly from my resume, and then I talked through concepts like my “circle of influence” and how I would leverage relationships to reach my goals. It wasn’t overly technical, but it was pointed—every question circled back to whether I could succeed by building momentum with people.

After that, there were online steps that led into an in-person scenario-style discussion. I went through a finance assessment, and then the in-person interviews included scenario questions, with the overall tone reminding me that the work sat closer to

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