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      Merrill

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      Registered Client Associate Interview

      18 Jun 2026
      Anonymous interview candidate
      Indianapolis, IN

      Other Registered Client Associate interview reviews for Merrill

      Registered Client Associate Interview

      25 Aug 2022
      Anonymous employee
      Jersey City, NJ
      Accepted offer
      No offer
      Negative experience
      Average interview

      Application

      I applied online. I interviewed at Merrill (Indianapolis, IN) in Apr 2026

      Interview

      In April 2026, I interviewed at Merrill, 510 E 96th St Suite 500, Indianapolis, IN 46240 for a couple of advisor teams, and there was one particular financial advisor and one particular client relationship manager who were being condescending for a reason that I couldn't figure out. Case in point: I went to the restroom in between interviewing with different advisor groups (as there are multiple Merrill firms that work within that office), and upon entering the conference room and sitting down, the advisor was humiliating me because I seemed to be out of breath. I simply was rushing to the restroom between coming from one conference room to another, so that I wouldn't hold anyone up, and he said, "It's really not that far from here (the conference room) to the restroom." The scathing introduction was the onset for an interview that went downhill from there. There was no smile on his face, no enthusiasm in his voice, and none of them wanted to shake my hand at the end. Although I'm highly educated and experienced, these two were trying to find ways to rule me out as a qualified candidate rather than ruling me in. Based upon my advisor's facial expressions, attitude, and line of questions, I knew I would never want to work for him. Yet, I remained professional until the meeting's end. His team received "Best-In-State Wealth Management Teams" recognition for 2025-2026, so I was surprised with the disposition he had towards me. I was under the assumption that since I wasn't bringing money to him as an investor but rather looking for a position to make money, that he thought less of me.

      Interview questions [1]

      Question 1

      The advisor wanted to know what years was I at a couple of colleges/universities where I graduated from and what did I do for work after these graduations.
      Answer question
      Positive experience
      Average interview

      Application

      I applied through other source. The process took 4 weeks. I interviewed at Merrill (Jersey City, NJ) in Aug 2022

      Interview

      Webcam interview with 2 investment relations VPs, they then passed me along to advisors in their region that needed the role filled. It was up to those advisors to contact me which they did a week later. They called and set up in-person interview. I interviewed with 2 of the senior vice presidents of the branch for an hour and 15 minutes and then with the two advisors along with one of the guys from the first interview. Total of 3 interviews

      Interview questions [1]

      Question 1

      What makes you stand out among other candidates?
      1 Answer
      1

      Registered Client Associate Interview

      18 Feb 2022
      Anonymous interview candidate
      New York, NY
      No offer
      Neutral experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Merrill (New York, NY) in Dec 2021

      Interview

      I had three interviews. The first one was a phone call and after that, I met with a Vice President on zoom and the third interview was with a managing director