What is your investment philosophy?
Pmd Financial Advisor Interview Questions
103 pmd financial advisor interview questions shared by candidates
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?
What value will you bring to the clients
Tell me about your work/life balance.
why ML?
What are your priorities?
How do you expect to meet the goals of bringing in $1 million per month in investor assets? $30 million in 3 years.
What was my name
How to you plan on making the necessary contacts everyday to be successful?
To go over my business plan of how I would go about acquiring high net worth clients in the future. I don't want to scare anyone off here. Your manager or senior advisor won't expect you to drum up business right away, but you should know that this will be the majority of your responsibilities at Merrill Lynch as a financial advisor.
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