Morgan Stanley Smith Barney Interview Questions & Reviews
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Updated May 27, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 132 ratings 
“Average” Interview
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Interview Experience [?] Based on 132 ratings
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| 1–10 of 132 Morgan Stanley Smith Barney Interviews | Sort by |
Senior Registered Associate at Morgan Stanley Smith Barney
Posted May 27, 2012
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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 Oct 2010 (took a day)
I met with Complex Manager first. Job opening in two locations. I interviewed for only one. I was sent to meet with someone from the management team. When I got to the office, the receptionist looked for the person that I was suppose to meet with. In a few minutes I was told that I didn't need to meet with that person and that I would be meeting directly with two brokers that had the position open. The interview started out with a couple of questions regarding my work experience and feelings about former brokers and company. The two brokers that I was interviewing with left the branch that I last worked shortly after I got there. Interview was probably the worst interview of my life.
Interview Questions
Other Details
The interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Associate at Morgan Stanley Smith Barney
Posted May 24, 2012
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Mar 2012 (took 2 months)
The experience was a little misleading. It took about 2 months overall with about one month of waiting for an answer.
Interview Questions
Other Details
I Applied Online and the interview consisted of a 1:1 Interview, an IQ/Intelligence Test and a Background Check.
More Morgan Stanley Smith Barney Financial Advisor Associate Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Associate at Morgan Stanley Smith Barney
Posted May 23, 2012
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2.0
Easy Interview
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Overall Negative Experience
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Received and Declined Offer
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Interviewed May 2012 in New York, NY (took 2 months)
Applied online, five days later I received a personality test which I completed and sent back the same day. Three weeks later I received a phone call from the Branch managers assistant to come in a week later. I went in to the interview and the manager was very down to earth; he liked my past experience and sent a business plan template to complete. He stated the whole process would take about 3 weeks (which is complete BS. They are such a big organization; they are clueless on what is going on). I received a call 3 weeks later to meet with an FAA that told me how hard of a time I will have raising money, and talked about his little piker business and how MSSB's salary is a draw that has to be paid back (which is expected in this industry).
I made the mistake of holding informal meetings with family and friends telling them I was making a switch into wealth management. I waited and waited for the last interview for 4 weeks. I met with a senior FA for another redundant waste of my time interview and I could clearly tell he was intimidated by my track record and connections.
Interview Questions
Reason for Declining
This people are a waste of time when it comes to interviewing professionals. No wonder they are collapsing since all they do is hire people with no real work experience or recent grads, and make no accommodations to real producers. They talk to you as if you have no clue what is going on in the industry.
I decided to take my business to an asset management firm that is very accommodating.
Other Details
I Applied Online and the interview consisted of a 1:1 Interview, a Presentation, a Personality Test and a Background Check.
More Morgan Stanley Smith Barney Financial Advisor Associate Interviews
Helpful Interview?
Yes |
No
Inappropriate?
PWM Intern at Morgan Stanley Smith Barney
Posted May 23, 2012
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1.0
Very Easy Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Jun 2011 in New York, NY (took a day)
met with VP and Analyst.
Tell me about yourself...
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Mssb Intern at Morgan Stanley Smith Barney
Posted Apr 14, 2012
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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 Feb 2012 in Chicago, IL (took a day)
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
Other Details
I got the interview through an Employee Referral and the interview consisted of a Group/Panel Interview and a Background Check.
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Financial Advisor Associate at Morgan Stanley Smith Barney
Posted Apr 12, 2012
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4.0
Difficult Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Apr 2012 (took 1+ week)
Applied online. Took assessment test. Within minutes of completing assessment recieved email for interview and complete a business plan. 1 on 1 interview with Complex Manager at office. She told me in so many words that my business plan was generic and I need to explain why people would do business with me. She said come back when I have a better business plan. 45 days later, sent her a revised business plan. Branch manager called me in for interview. Consisted of meeting with 6 financial advisors. Casual conversations, "How do i plan to build business, etc." They all explained how difficult the position is and how they worked like dogs for their first few years and how it has all paid off. Discussed the position with the branch manager and went over training and compensation.
Interview Questions
Other Details
I Applied Online and the interview consisted of a 1:1 Interview, a Presentation, an IQ/Intelligence Test, a Skills Test and a Background Check.
More Morgan Stanley Smith Barney Financial Advisor Associate Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Intern at Morgan Stanley Smith Barney
Posted Apr 3, 2012
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2011 in Los Angeles, CA (took a day)
The Interview was very easy. The interviewer asked basic behavioral questions and also went over my resume.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview.
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Helpful Interview?
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No
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Summer Analyst - Operations at Morgan Stanley Smith Barney
Posted Mar 25, 2012
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Mar 2012 in Baltimore, MD (took a day)
Submitted the resume online. Got an email saying that there is going to be an information session. Attended the session, and then scheduled for an interview online.
Interview Questions
Other Details
I Applied Online and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Sales at Morgan Stanley Smith Barney
Posted Mar 20, 2012
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4.0
Difficult Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Jan 2011 in White Plains, NY (took 3 weeks)
4 interviews at 30 mins each. Sorta a waste of time only to be outshined by an ivey leaguer - questions were mostly personality based with very little technical knowledge questioned or sales skills needed - simply pitching yourself
Have read a recent book that you can talk about, know some basic economics and youre good
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview and a 1:1 Interview.
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Helpful Interview?
Yes |
No
Inappropriate?
Human Resources at Morgan Stanley Smith Barney
Posted Mar 12, 2012
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Nov 2011 in New York, NY (took 2 weeks)
Firstly, the entire process, including the coordination was very professional and well organized. The interviewers were very friendly and candid. They asked questions pertaining to past experience and were also willing to answer questions related to the role.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
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