Sophomore Financial Advisor Intern

Group/Division/Type
Private Wealth Management
City
White Plains
Interviewed
March 2014
Overall experience
Positive
Difficulty
Easy

General Interview Information

Outcome
Accepted Offer
Interview Source
Other
Length of Process
Less than 1 month

Interview Details

What did the interview consist of?
Phone Interview
Background Check
Please describe the interview / hiring process.
Landed an interview for this structured internship program in PWM by cold emailing. Went through phone interviews with three people: the branch manager, a financial advisor, and a trainee. Questions were all fit; they want to know you have an understanding of what the wealth management industry is about and how it is incredibly client-focused. More importantly, they want to make sure you can hold a conversation beyond just answering preset questions. I'm sure having a very strong GPA and solid EC's helped as well, especially for an industry leader like ML.
Overall Company Rankings
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$10bn+
Est Annual Revenue

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