I applied through a recruiter and the process took 3 months - interviewed at Morgan Stanley Smith Barney in September 2010.
Interview Details – I was recruited to MSSB by a third party recruiter. I was interviewed by them, by phone, and then recommended to move forward to the MSSB EVP in Indianapolis. I did and passed several on-line exams, prepared and submitted a business plan using the firm's template, and was asked in for an interview. The interview was not difficult. I was to have a preparation meeting by phone with the recruiter, but that did not occur. After the interview, it got rather dissapointing. I was left in limbo for 90 days with no direct contact with MSSB. I had many contacts with the recruiter, but several requests to the EVP went unanswered. Finally, after 90 days I was rejected via a message from the recruiter. I feel it was handled unprofessionally.
Interview Question – How do I feel about annuities? View Answer
I applied online and the process took 2 months - interviewed at Morgan Stanley Smith Barney in July 2010.
Interview Details – Called by Branch Manager Asst. to set interview. Interviewed for 20 minutes and passed to next level. E-mailed an assesment test and business plan to complete from home.
Interview Question – Where will your base of clients come from? Answer Question
The process took 2 months - interviewed at Morgan Stanley Smith Barney in July 2010.
Interview Details –
1.) contacted by the complex manager and interviewed very briefly over the phone.
2.) complex manager called back and invited me to complete a personality test.
3.) complex manager called me in for an interview which went fair in my opinion.
4.) interview with branch office manger
5.) second interview with branch office manager.
6.) third interview with branch office manager and formally offered position.
7.) received formal offer in the mail.
Interview Question – Sell me on why I should hire you. View Answer
Negotiation Details – no negotiation
The process took 4 weeks - interviewed at Morgan Stanley Smith Barney in May 2010.
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 Question – sales questions. theyll ask you questions about sales performance. what would you do if...and i tell you that i dont want your services, what do you say instead.....?? View Answer
Very Easy Interview
I applied through a recruiter and the process took 6 months - interviewed at Morgan Stanley Smith Barney in May 2010.
Interview Details – Very detailed as there are many SEC and FINRA regulations. They WILL do a background check so don't lie or leave out details. You will have to win over the heart and trust of the Branch Manager. If you have him or her you then you've pretty much got the cat in the bag.
Interview Question – Prepare a business plan. Then come up with a ton of people who you think will be prospects that you can call on. They prefer to see clients that will have $250K+ in investable assets. View Answer
Negotiation Details – Can try and negotiate, but there is a set amount they offer all candidates. Just take it and move on. In the long run the differnece won't matter since you will be making the majority if not all of your money in commissions.
I applied through college or university and the process took 2 days - interviewed at Morgan Stanley Smith Barney in April 2010.
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.
Interview Question – How would you handle an irate client? Answer Question
Reason for Declining – I received a better offer from a different bank in a different position.
The process took 2 weeks - interviewed at Morgan Stanley Smith Barney in April 2010.
Interview Details – Filled out application online with mini questionnaire, got a call back later that afternoon being informed I would be sent a timed assessment with 3 tested sections- sales philosophy, math, and I forget the last one. Passed the assessment with flying colors and was invited for an in person interview. Didn't think it went so well but moved on to the next step of interview process which was fill out a business plan template
Negotiation Details – They matched my old salary for training so they pay pretty well
The process took 4+ weeks - interviewed at Morgan Stanley Smith Barney in April 2010.
Interview Details – It was relaxed. They did not ask too many specific questions, and they were very interested in hiring me.
Negotiation Details – Their offer is pretty set in stone for their entry level candidates. Accept it or not, there isn't much left to negotiate about.
The process took a day - interviewed at Morgan Stanley Smith Barney in April 2010.
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.
Interview Question – Why Smith Barney? Answer Question
I applied online and the process took 2 weeks - interviewed at Morgan Stanley Smith Barney in April 2010.
Interview Details – Interview process essentially consisted of the branch manager asking me what type of production I vcould do and how many new assets I could bring in. It lasted about one hour and then I was offered the position on the spot.
Interview Question – Why do you want to be a financial advisor? Answer Question
Reason for Declining – The payout and salary were not appropriate for my experience.
Pros: “-Direct contact with senior management. -Sit in on meetings with top fund managers.” – Full Review
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