Morgan Stanley Smith Barney Wealth Management Advisor Interview Questions & Reviews

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Wealth Management Advisor Interview

Anonymous Employee  in  Minneapolis, MN
Anonymous Employee in Minneapolis, MN
Application Details

I interviewed through an employee referral. The process took 4+ weeks - interviewed at Morgan Stanley Smith Barney in April 2013.

Interview Details

I got in touch with the Branch Manager and was invited to take a two-part online assessment exam. The first one was logic-based reasoning questions. These are verbal, spatial and numerical problems. The test was timed and had to be completed in 25 minutes. The second part of the test is designed to see if your personality fits their requirements. After these online exams, if you pass their basic requirements, you will be invited to their branch office for a standard interview. This could include behavioral question, but then again more fit test. If you ace that round, they will give you a business plan. After reviewing the business plan and if they like it, you will be invited back to the office to give a presentation on your business plan.

Interview Questions
  • The business plan itself. They will question your assumptions   Answer Question
Reasons for Declining

Sales was not what I was looking for

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