Smith and Barney Interview

2 replies [Last post]
NOBRAKES's picture
Offline
Joined: 2006-05-26

have an interview with SB within the next couple days for
the financial advisor program. I do not meet there experience requirment for a
new FA's  but I do have Series 7, 66 and Life, Accident and Health. The
branch manager said he is only going to meet with me for the reason that he
respects what I am trying to accomplish. He asked me why I am not trying to
interview in the branch offices in my home state, I said that he was the first
person I have been in contact with at SB so there must have been something that
sparked a match to wanna know my goals are. I know his real curosity was
because of the reason I applied to a branch that is not in my area. So I am
going to meet with him for about an hour or two to understand what my
motivation is and what not. Then there is a test I have to take that is called
a Sales Inventory test that
determines if I will be allowed a second interview. My question is what is on this test
???because I didnt want to ask because I was already on thin ICE.

He said the buisness marketing plan I would represent would 
be presented in front of several members of there management team. Then he said
it would be under more scruitney that it would have been if I lived in the same
of the branch I am applying for and if I already had a proven track record in
sales. So he pretty much said it was going to have to be an interview that was
not going  to be forgotten for a while.
Then if  there was a decision to be made ,to
hire me or someone who lives in same state they would go go with the candidate that
has already  has built relationships with
 people in the area.  So after of being told all of the obstacles I
would be facing did I still want to still pursue  this . I replied with if It doesn’t work out
then I would  wasn’t  going to be disappointed  because the opportunity  was given to me to present my reason why I
should work there .

I AM VERY SORRY FOR THE LENGTH OF THIS POST, I JUST WANT ANY
ADVICE THAT COULD BE OFFERED TO ME.

NOBRAKES's picture
Offline
Joined: 2006-05-26

Please pardon my errors. I have working on the marketing plan non stop. How many pages should it be? Should I present as an actual business plan with graphs,Table of contents, etc. I apologize for the errors in the first post.NOBRAKES wrote:

have an interview with SB within the next couple days for
the financial advisor program. I do not meet there experience requirment for a
new FA's  but I do have Series 7, 66 and Life, Accident and Health. The
branch manager said he is only going to meet with me for the reason that he
respects what I am trying to accomplish. He asked me why I am not trying to
interview in the branch offices in my home state, I said that he was the first
person I have been in contact with at SB so there must have been something that
sparked a match to wanna know my goals are. I know his real curosity was
because of the reason I applied to a branch that is not in my area. So I am
going to meet with him for about an hour or two to understand what my
motivation is and what not. Then there is a test I have to take that is called
a Sales Inventory test that
determines if I will be allowed a second interview. My question is what is on this test
???because I didnt want to ask because I was already on thin ICE.

He said the buisness marketing plan I would represent would 
be presented in front of several members of there management team. Then he said
it would be under more scruitney that it would have been if I lived in the same
of the branch I am applying for and if I already had a proven track record in
sales. So he pretty much said it was going to have to be an interview that was
not going  to be forgotten for a while.
Then if  there was a decision to be made ,to
hire me or someone who lives in same state they would go go with the candidate that
has already  has built relationships with
 people in the area.  So after of being told all of the obstacles I
would be facing did I still want to still pursue  this . I replied with if It doesn’t work out
then I would  wasn’t  going to be disappointed  because the opportunity  was given to me to present my reason why I
should work there .

I AM VERY SORRY FOR THE LENGTH OF THIS POST, I JUST WANT ANY
ADVICE THAT COULD BE OFFERED TO ME.

NOBRAKES's picture
Offline
Joined: 2006-05-26

sorry for posting this topic because I did a search for previous posts and all of the infomation I was looking for was there. Sorry

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