Merrill Lynch Wealth Managment Overview

Overall Ranking (95%)

The Overall Ranking is a score from 1 star (very bad) to 5 stars (excellent) generated based on the Company Reviews of current and former employees at this company, taking everything into account.

The number you see in the middle of the donut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.7
  • 5 Stars
  • 4 Stars
  • 3 Stars
  • 2 Stars
  • 1 Star
$10bn+
Est Annual Revenue
$100bn+
AUM

Company Details

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies.

WSO Company Database Comparison Table

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Merrill Lynch Wealth Managment Interview Questions

Year
Job Title
Group/Division
Location
Experience
Difficulty
Intern
Year 2019
Job Title Intern
Group/Division Financial Services
Location San Francisco
Experience
Very Positive
Difficulty
Easy
Intern
Year 2020
Job Title Intern
Group/Division Wealth Management
Location San Mateo
Experience
Positive
Difficulty
Very Easy
Other
Year 2019
Job Title Other
Group/Division Wealth Management
Location Garden City
Experience
Positive
Difficulty
Easy
Intern
Year 2018
Job Title Intern
Group/Division Private Wealth Management
Location Grand Rapids
Experience
Very Positive
Difficulty
Average
Intern
Year 2018
Job Title Intern
Group/Division Investments
Location Rochester
Experience
Positive
Difficulty
Easy