Morgan Stanley Smith Barney

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Morgan Stanley Smith Barney Interview Questions in Chicago, IL

Updated Apr 1, 2015
10 Interview Reviews

Interview Experience

Interview Experience

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10 Candidate Interview Reviews Back to all Interviews

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  1.  

    Intern Interview

    Anonymous Interview Candidate in Chicago, IL
    Accepted Offer
    Neutral Experience
    Easy Interview
    Accepted Offer
    Neutral Experience
    Easy Interview

    Application

    I applied through college or university. The process took 2 weeksinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in December 2012.

    Interview

    Applied on my university job board and got a call to come in for an interview, probably within a week. Met with a FA and two other of my lower supervisors, they asked basic questions about my resume and basically told me the job responsibilities. It was more them telling me stuff then interviewing them.

    Interview Questions

    • Please tell us about your customer service experience.   Answer Question
  2.  

    Financial Advisor Interview

    Anonymous Employee in Chicago, IL
    Declined Offer
    Positive Experience
    Average Interview
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. The process took 3 weeksinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in March 2012.

    Interview

    Multiple emails and phone calls with pretty basic behavioral questions. The financial exam required before the training was general in nature and covered many aspects of wealth management, integrity, regulations, etc. The people I worked with were personable and were able to answer any of my questions. I wasn't sure that I wanted to follow through with three year training pipeline so I declined the opportunity.

    Interview Questions

  3.  

    Mssb Intern Interview

    Anonymous Interview Candidate in Chicago, IL
    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took a dayinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in February 2012.

    Interview

    A friend of mine was already employed there and was asked to find suitable candidates for an intern position with one of the wealth management teams. He passed my resume on to his higher ups and I got a call shortly after. We arranged a time for me to come in for an interview. The interview itself was pretty relaxed. It included me and my two potential bosses. We just talked about what I did at my last internship and that turned in to a natural feeling conversation. It didn't take very long and they kept it very friendly, which I really enjoyed.

    Interview Questions

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  5.  

    Finance Internship Interview

    Anonymous Interview Candidate in Chicago, IL
    Accepted Offer
    Positive Experience
    Easy Interview
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    The process took 2 weeksinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in October 2011.

    Interview

    There was a phone interview, a one on one with a regular Financial Adviser and then an interview with a Senior Vice President. Overall, the interview questions can very from team to team, since Smith Barney is made up mainly of independent advisers there's no set interview process.

    Work Culture is very professional, must wear a suit everyday. Most interaction is with own team members, so can't really speak to overall culture.

    Interview Questions

    • Take me through you Microsoft Office ability, specifically excel skills.   Answer Question
    • What is an accomplishment that you are particularly proud of?   Answer Question

    Negotiation

    I was working during the school year, so I was able to make sure that my work schedule would come after my school schedule. They are very firm on the wages, so good luck trying to negotiate that one. I had another internship offer at the time, but I decided to get a reputable name on my resume.

  6.  

    Intern Interview

    Anonymous Employee in Chicago, IL
    Declined Offer
    Negative Experience
    Average Interview
    Declined Offer
    Negative Experience
    Average Interview

    Application

    I applied through college or university. The process took a weekinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in April 2011.

    Interview

    Started with a brief phone interview and conversation, about 15 minutes total. Went in for what I thought was going to be the final interview but was not. I was told this was another "pre-screening" that was pretty much an entire interview w/ 2 people and lasting about an hour. Went on to interview AGAIN for a job that is essentially a receptionist job consisting of answering phones and data entry and pays about minimum wage. Was also told that after the "internship," if I wanted full time employment there, I would have to wait for an opening and apply for it like anyone else.

    Interview Questions

  7.  

    FAA Interview

    Anonymous Interview Candidate in Chicago, IL
    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeksinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in March 2011.

    Interview

    Interview process was extensive but respectful. No problem getting job if you're qualified.

    Interview Questions

    • Why do you want to be a Financial Advisory?   1 Answer
  8.  

    Registered Marketing Associate Interview

    Anonymous Interview Candidate in Oakbrook Terrace, IL
    Accepted Offer
    Neutral Experience
    Average Interview
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took a dayinterviewed at Morgan Stanley Smith Barney (Oakbrook Terrace, IL) in November 2010.

    Interview

    Asked random questions to see how fast I could think on my feet like: dream job, tell me a joke?

    Interview Questions

  9.  

    Financial Advisor Interview

    Anonymous Employee in Chicago, IL
    Declined Offer
    Positive Experience
    Average Interview
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. The process took 2 weeksinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in July 2010.

    Interview

    The interview process was average and went good. It was the assessment tests they had you take that were a joke and had nothing to do with your role as an financial advisor. The tests has answers that made no sense and seemed more like a psychological test more than anything. I did not pass the test and my branch manger called the hiring firm up to find out where I made mistakes but they would not tell him anything. The test does not tell you if I will bring in money to the firm or get results. It does not tell how motivated someone is to work or their work habits. Overall the assessment test is a joke and I will still apply after 6months to retake the test since I want this job but next time make sure to have a group of friends with you to get their opinion on the answers or find them online before. Probably some doctor who made the test who is nuts himself.

    Interview Questions

    • The questions asked looked like this "if xyz makes 14million in revenue 3Q, the cfo will keep his job, if xyz does not make 14million in revenue there is the possibility he will lose his job. In the 3Q xyz did not make 14million and the cfo is still at the firm.   1 Answer
  10.  

    Finance Intern Interview

    Anonymous Interview Candidate in Chicago, IL
    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 4+ weeksinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in March 2009.

    Interview

    Communication was good, went from a light behavioral interview over phone, and then was contacted for an interview later that week. After that, had an interview with two associates, then a manager, and then another manager. Overall, interview took about 2 weeks.

    Interview Questions

    • What is your GPA and how does it reflect your abilities?   Answer Question
  11.  

    Portfolio Management Intern Interview

    Anonymous Interview Candidate in Chicago, IL
    Accepted Offer
    Positive Experience
    Easy Interview
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied through an employee referral. The process took a dayinterviewed at Morgan Stanley Smith Barney (Chicago, IL) in May 2008.

    Interview

    Honestly, my interview was unlike others. I am with a private wealth management group and it was extremely casual. I did not have to answer any questions that were about the company, but rather just talk about myself and who I was as a person. It was extremely easy, so you probably should not listen to this if you are not with a PWM group. The office was extremely professional, people were so nice and welcoming, which is a relief when you are at your first interview. I ended up getting the job 2 hours later via phone call.

    Interview Questions

    Negotiation

    No negotiations.

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