Morgan Stanley Smith Barney
Morgan Stanley Smith Barney Interview Questions & Reviews
Getting an Interview
- Popular Job Titles:
- Financial Advisor (28)
- Financial Advisor Associate (26)
- Financial Advisor Trainee (19)
- Intern (18)
- Client Service Associate (6)
- Internship (5)
- FAA (5)
- Mssb Intern (5)
- Registered Client Service Associate (4)
- Financial Analyst (4)
- Wealth Management Intern (4)
- Operations Analyst (2)
- Wealth Management (2)
- Finance (2)
- Sales (2)
- FA (2)
- Summer Analyst (2)
- Senior Registered Associate (2)
- Vice President Technology (2)
- Vice President (2)
- Financial Training Program (2)
- PWM Intern (2)
- Wealth Managemnt Intern (1)
- Tele-Communications Specialist (1)
- Financial Advisor Assistant At Morgan Stanley (1)
- Research Associate (1)
- Sales Analyst (1)
- Sales Assistant (1)
- Consultant (1)
- Communications (1)
Very Easy Interview
Financial Advisor Trainee Interview (Negative Experience; Very Easy Interview)
I applied online and the process took a day - interviewed at Morgan Stanley Smith Barney in April 2010.
Interview Details My interview consisted of being put in an empty office with a phone. I called a number, role played trying to make an appointment with a prospect. Apparently that was all that was needed. I was told I scored the highest anyone had with their branch office and asked "When can you start?".
There was no resume review, no reference checking and not even a sit down Q&A. The whole thing took place with me standing in an open door with a manager standing on their feet as well and didn't even conclude with a handshake.
Interview Question – "When can you start?" View Answer
Registered Sales Assistant Interview (Positive Experience; Average Interview)
I applied online and the process took 2 weeks - interviewed at Morgan Stanley Smith Barney in June 2010.
Interview Details Submitted resume directly to a branch. Interviewed with branch management and some brokers. More about your personality than anything else. They are just trying to match you with a broker because you are really working more for the broker than the actual branch management.
Interview Question – Nothing tricky. They will ask what your knowledge is of basic order entries but that is about it. Answer Question
Negotiation Details – I just took the offer - need a job more than anything.
VP- Financial Advisor Interview (Neutral Experience)
I applied through another source and the process took 2 months - interviewed at Morgan Stanley Smith Barney.
Interview Details Interviewed with team of Advisors first. Separate interviews, not two on one. Was impressed by their story of how they ran their practice like a well-oiled machine. Wish it had been true. Then met Office Manager Senior VP for interview that covered all the basics. Then met regional manager briefly for a glossy overview of why it was the best place to work, according to him.
Interview Question – Really didn't find anything too difficult or unexpected during the process. Answer Question
Asset Management Interview (Neutral Experience)
I applied through college or university and interviewed at Morgan Stanley Smith Barney.
Interview Details First of all, Excel test regarding corporate finance. How to calculate return of investment, annual payments, and duration. Second, on-site interview. Basically, go through your resume and ask questions involving your relevant work experience.
Interview Question – No difficult quesitons Answer Question
Legal Analyst Interview (Positive Experience; Average Interview)
I applied online and the process took 6+ weeks - interviewed at Morgan Stanley Smith Barney in April 2013.
Interview Details Took a very long time to get the hiring process going and the Hiring manager was very unresponsive. No one provided me an information when I tried to submit a thank you note.
Interview Question – Why so much movement on my resume Answer Question
Negotiation Details – Pretty easy. I was able to give my current salary and they gave me a lot more
Very Easy Interview
Senior Administrative Assistant Interview (Positive Experience; Very Easy Interview)
I applied through an employee referral and the process took 2 days - interviewed at Morgan Stanley Smith Barney.
Interview Details 10 min in person interview. Very informal (at the time).
Interview Question – Nothing difficult asked. It was more of a brief "shoot the breeze" type of talk. Answer Question
Negotiation Details – They offered $30k, I countered with $33k and they accepted.
Morgan Stanley Financial Advisor Interview (Positive Experience; Difficult Interview)
I applied online and the process took 3 months - interviewed at Morgan Stanley Smith Barney in February 2012.
Interview Details Quite a long and detailed process. Online resume submittal was very detailed and involved taking a few tests, must pass them btw. Three separate interviews with different managers and all types of questions. process took about three months due to scheduling interviews and waiting for management responses. Back ground check with finger prints. As fun as it gets!
Interview Question – What would your business plan be if hired as a Financial Advisor with the firm? View Answer
Negotiation Details – Yes, negotiate. You are trying to land a "Wall Street" job, everything is negotiable.
Client Service Associate Interview (Neutral Experience; Average Interview)
I applied online and the process took 3 months - interviewed at Morgan Stanley Smith Barney in February 2014.
Interview Details Applied in October and received a call from a recruiter in February. Quick conversation to confirm interest in the position and schedule a phone interview for the following week.
Interview Question – Basic screening questions. Are you currently working/tell me about your current responsibilties/why are you looking for a new opportunity? Why do you think you're a good fit for this company/position? She offered a brief overview of the position. I wouldn't say this was an unexpected question but she asked what I knew about the company. Final question was in regards to salary. She asked about my current salary and what sort of pay range I was expecting from this position. View Answer
Mssb Intern Interview (Positive Experience; Difficult Interview)
I applied through college or university and the process took 3 weeks - interviewed at Morgan Stanley Smith Barney in June 2013.
Interview Details Quick And easy, had one simple interview in-front of three current employees. Very professional but rigorous.
Interview Question – Why you want this position. They are looking for the right fit, it is to say there is no right or wrong answer to the question but just how you answer. They need to see that you are capable of being yourself and intelligent at the same time. This position required some face to face interaction and was extremely important in the review process. Answer Question
Negotiation Details – Moved to another, higher internship position.
Financial Analyst Intern Interview (Positive Experience; Easy Interview)
I applied through college or university and the process took 2 weeks - interviewed at Morgan Stanley Smith Barney in June 2013.
Interview Details Hiring process was relatively uncompetitive. For this specific position, they hired a lot of students from my university and the interview process was fairly easy. Only one interview and questions were basic situational questions--things like: "Name a time when you were unable to meet a deadline--how did you cope with the situation?" Short question section at the end about stocks and bonds, but only to gauge level of students, not really to determine qualifications.
Interview Question – What are options? Answer Question
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