Morgan Stanley Smith Barney Financial Advisor Trainee Interview Questions & Reviews
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Updated Jan 23, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 14 ratings 
“Easy” Interview
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Interview Experience [?] Based on 14 ratings
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| 1–10 of 14 Morgan Stanley Smith Barney Interviews | Sort by |
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted Jan 23, 2012
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Dec 2011 in Oakbrook Terrace, IL (took a day)
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 Questions
Other Details
The interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted Sep 12, 2011
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jun 2010 in New York, NY (took 4+ weeks)
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.
Interview Questions
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.
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted Aug 15, 2011
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Aug 2010 (took 1 week)
I obtained the interview through a Financial Advisor already employed at the firm. We met at a social function and he was impressed with my background and forwarded my name directly to the Senior Vice President/Complex Manager. I completed the online application and skills/personality tests and received an e-mail confirmation. The SVP called me directly about a month and half later for a 1:1 Interview.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a 1:1 Interview, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted May 21, 2011
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2.0
Easy Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed Nov 2010 in Bellevue, WA (took 3 weeks)
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
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted May 8, 2011
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4.0
Difficult Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Mar 2011 (took a day)
I went to the company recruiting open house. Then I had to complete the online test and Business Plan . After that they schedule a 2:1 interview and fill-out papers for back-ground check.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview and a Group/Panel Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted Nov 16, 2010
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1.0
Very Easy Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Nov 2010 in San Diego, CA (took 3 months)
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 Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, a Presentation, an IQ/Intelligence Test, a Skills Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted Oct 11, 2010
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3.0
Average Interview
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Overall Negative Experience
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Interviewed and No Offer
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Interviewed Oct 2010 in Los Angeles, CA (took 5 days)
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 Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted Aug 9, 2010
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1.0
Very Easy Interview
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Overall Negative Experience
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Received and Accepted Offer
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Interviewed Apr 2010 (took 2 months)
Branch Manager contacted me via e-mail. Took assessment test; business plan. went for 1 to 1 interview; believe it or not, we actually discussed prospect that the BM was talking to on the phone while i was sitting in waiting room the whole time i was in his office. Was offered position after about 20 minutes. Even after offer was made, i still had interview with complex manager which did not go that well. Finally process took to long decided to go elsewhere.
Interview Questions
Negotiation Details
fairly easy. salary was offered, i asked for an additional 5,000 grand and it was agreed upon.
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted May 31, 2010
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3.0
Average Interview
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Overall Positive Experience
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Received and Declined Offer
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Interviewed May 2010 (took a day)
Everyone in the office was very involved with interviewing me for the job. First and foremost, they want someone that is a good fit for the company.
Interview Questions
Reason for Declining
Poor economic conditions
Other Details
The interview consisted of a Group/Panel Interview, an IQ/Intelligence Test, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
Financial Advisor Trainee at Morgan Stanley Smith Barney
Posted May 20, 2010 — 1 of 1 people found this helpful
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Feb 2010 in Washington, DC (took 4 weeks)
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 Questions
Other Details
The interview consisted of a 1:1 Interview, an IQ/Intelligence Test, a Skills Test, a Personality Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
View Comments (1)
Inappropriate?
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