Financial Advisor

Status:
Financial Advisor
at
Group/Division/Type: Wealth Management
City:

Morristown, NJ
United States

Interviewed: June 2012

Overall experience

Positive

Difficulty

Easy

General Interview Information

Outcome

Accepted Offer

Interview Source

Other

Length of Process

Less than 1 month

Interview Details

What did the interview consist of?
Phone Interview
1 on 1 Interview
Skills Test
Background Check
Please describe the interview / hiring process.
Very straight forward, are you comfortable pitching HNWIs? Tell me about your network of people you would be prospecting, Why do you think you would be successful building a book of business... Interview was very focused on 'soft skills' and probing questions about how affluent your family, friends... are. I've interviewed for much more demanding positions in research and trading, and this was far and away the easiest interview i've ever been on. As long as you're articulate, are passionate about asset gathering and have a good practical knowledge of asset management you shouldn't have a problem. Had to take two timed online finance tests, multiple background checks (CRD/U-4 from previous firm), drug test, references - pretty much standard stuff. One thing that was different from all my other interviews and former positions I held, here, it pays to be a bit cocky (not full-blown arrogant), it shows you have the comfort/confidence to pitch wealthy clients and the interviewer won't worry about timidity.

Want Access to these Morgan Stanley Smith Barney Interview Insights?

Was this interview insight helpful?

No votes have been submitted yet.


Other Interview Data

Associate (Vice President)

Goldman Sachs 2016 CHICAGO

Quantitative Strategist (Vice President)

Morgan Stanley 2020 NA

Risk Management (Vice President)

TD Bank 2019 New York

interest rates swaps trader (Vice President)

Barclays Capital 2016 New York

Quantitative Investment Strategies (Vice President)

Goldman Sachs 2013 New York