Morgan Stanley Smith Barney Finance Trainee Interview Questions & Reviews

Interview Details – The position was for financial advisor associate. It was an 8 interview process, with advisors and branch/regional managers. Also, required an in-depth write-up of your financial approaches/ideas/iniatives that would allow for success in the industry.

Interview Details – I applied by sending my resume and agreeing online to show up to their "open house" so to speak. It was a group of 7 applicants in one room, the hiring manager explained what the company does and the what the position includes. Each applicant met with two interviewers for a quick 10 min interview and then were sent home, we were to fill out the application online and complete the assessment if not already done. The hiring manager never called me back and when I was able to finally get in contact with him he said he never received my application in his email and they had already made their decision.

Interview Details – I got the contact through a recruiter. They called me for a phone interview to ask about my experience, and at then to also schedule a time to a 1:1 interview. I was then placed with a team for a interview with the head of the group. I got the offer from the team head, pending manager approval. The third time I went there, I had to prepare a business plan which I presented and then was given the official offer.

Negotiation Details – There wasnt' much room for me to negotiate. The range is from 45-65K base for the first two/three years of the program. However, by 18 months, they start weening you off the base salary and putting you more on commission.

Interview Details – Talked to 3 supervisors and 3 other finacial advisors. What they want to know is if you are willing to work long hours and make tons of cold calls. The initial pay is 40K for 1 year to be replaced by commisisons.

Reason for Declining – Better offer

Interview Details – Did 6 interviews! Yes 6! Thats six times leaving work early, six times driving downtown and paying 15$ for parking and six times I was told they were going to bring me back in to "make me an offer". Today I got a call from the branch manager telling me that they wanted to me to follow up with them in 6 months. Uh, ya Ill pass thanks guy. The recruiter is a joke and completely unorganized, wouldnt recommend this company anymore.

Interview Details – I called the company and spoke to the branch manager. He told me to fill out the application online. I did and failed the assessment test. He called me back and I convinced him to give me an interview anyway. He sent me the business plan template via e-mail and gave me one night to complete it. I felt like they were uninterested from the get go and made me jump through hoops anyway.

Interview Details – interviewed with them face to face three times, then took online assesment (50percent math; 50%sales), then got offer..training program is intense..gotta pas series 7 at the first try or im out..two tries for 63 and 66 and learn sales skills at the same time..build client relationships at the same time..working 7 days a week in the beggining..

Interview Details – I met with the administrative manager through my university. She asked me to come in after an initial phone screen. Phone screen was HR finding out basic information and asked a few behavioral questions. I then came in and met with the manager and a few of the brokers. They asked me straight forward questions like why I want to work there, tell me about yourself, how to handle irate client, etc.

Reason for Declining – I received a better offer from a different bank in a different position.

Interview Details – The offices where great. Initially a very cordial woman greeted me and I had to wait for the financial advisor to clear his busy schedule. The interview was straight forward. They really want someone who has an entrepreneurial mind and that is willing to start from zero. They want to know to what extent you are willing to work for them and how much are you going to resist. Overall, they look for a hard worker.