Morgan Stanley

www.morganstanley.com
Employer Engaged

Morgan Stanley Financial Advisor Associate Interview Questions

Updated Nov 2, 2014
Updated Nov 2, 2014
10 Interview Reviews

Interview Experience

Interview Experience

50%
37%
12%

Getting an Interview

Getting an Interview

37%
27%
20%

Interview Difficulty

2.9
Average

Interview Difficulty

Hard

Average

Easy

10 Candidate Interview Reviews Back to all Interviews

Sort: Popular Date Difficulty

2 people found this helpful  

Financial Advisor Associate Interview

Anonymous Interview Candidate in Naples, FL
Anonymous Interview Candidate in Naples, FL
Application Details

I applied through other source – interviewed at Morgan Stanley.

Interview Details

The interview process was very long. It took about three months, 4 interviews but the questions are all the same. What are you going to do different? How are you going to achieve your goals?

Interview Questions
  • Marketing. What are you going to do as far to marketing yourself and branding yourself?   Answer Question
Accepted Offer
Difficult Interview

Other Interview Reviews for Morgan Stanley

  1.  

    Financial Advisor Associate Interview

    Anonymous Employee
    Anonymous Employee
    Interview Details

    Called for an in person interview with one of the managers. Asked how many high net clients i know and warned me that 90% of the people fail in their first three months. Gave his story about how hard it was for him in his first 3 years. They are basically looking for people who already have their licences and can take over their candidates clients.

    Interview Questions
    • how would you try to get the maximum funds out of a potential client   Answer Question
    No Offer
  2. 4 people found this helpful  

    Financial Advisor Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2+ monthsinterviewed at Morgan Stanley.

    Interview Details

    Very thorough process to weed out competition. Great job for someone in their late 20's or early 30's looking to build a business. Not the best 2nd career for later in life people

    Interview Questions
    Accepted Offer
    Positive Experience
    Average Interview
  3.  

    Financial Advisor Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 4+ weeksinterviewed at Morgan Stanley.

    Interview Details

    There was a very easy online reasoning/math exam followed by a sales aptitude test. I was called in for an interview around two weeks after I completed the online portion. The questions were generic and relatively easy. They said that my resume spoke to my technical ability and they were more concerned with whether my personality would be a good fit. I had a second interview a week later where I had to prepare a business plan. I over-prepared the plan and they didn't really look at the content... they just wanted to see that I put in the effort. Be prepared to answer what your primary target market will be.

    Interview Questions
    Negotiation Details
    They accepted my first salary suggestion. It doesn't really matter considering it's now phased out over a 3 year period.
    Accepted Offer
    Positive Experience
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5.  

    Financial Advisor Associate Interview

    Anonymous Employee in Sacramento, CA
    Anonymous Employee in Sacramento, CA
    Application Details

    I applied through a recruiter. The process took 2 weeksinterviewed at Morgan Stanley.

    Interview Details

    Call by recruiter, phone interview with Branch Manager (non-producing), in person interview with Branch Manager, and then in person with complex manager.

    You have to take a personality and financial acumen test--both are easy.

    Interview Questions
    • None really--basic stuff. "Give me an example of a challenge you overcame"--etc.   View Answer
    Reasons for Declining

    Declined because the base was too low. Also,

    Declined Offer
    Neutral Experience
    Easy Interview
  6.  

    Financial Advisor Associate Interview

    Anonymous Employee in Pittsburgh, PA
    Anonymous Employee in Pittsburgh, PA
    Application Details

    I applied through other source. The process took 2+ monthsinterviewed at Morgan Stanley in April 2013.

    Interview Details

    Their process started with a few emails from a junior associate and my first interview. A three interview process including writing a business plan was explained, to last about 60 to 75 days, but not much about the job itself. It was more about me and my experiences in the industry and I was told a third interview would give me close to a 90% probability of getting the position.

    Interview Questions
    • The most unexpected question was concerning my understanding of how I would have to make two to three hundred dials a week.   View Answer
    No Offer
    Positive Experience
    Average Interview
  7. 2 people found this helpful  

    Financial Advisor Associate Interview

    Anonymous Employee in Salt Lake City, UT
    Anonymous Employee in Salt Lake City, UT
    Application Details

    I applied through other source. The process took 2 weeksinterviewed at Morgan Stanley in March 2013.

    Interview Details

    I was referred to a branch manager by a friend at Merrill. The branch manager gave me a series of exams addressing financial math, markets, series 7 topics, etc... He also gave me a template for a business plan. I then went in for an interview, which I admittedly did not prepare for. All in all it took around 2 weeks.

    Interview Questions
    • What is your target assets under management goal in the first 6 months?   View Answer
    No Offer
    Positive Experience
    Average Interview
  8.  

    Financial Advisor Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through an employee referral. The process took 4+ monthsinterviewed at Morgan Stanley.

    Interview Details

    -Initial phone interview
    -Online personality test
    -3 office interviews

    Process took about 4 months start to finish. They test your personality to confirm you're suitable for the position, and the rest of the process was spent meeting with various members of the office to reiterate the difficulty of the job.

    Interview Questions
    Negotiation Details
    Your initial compensation is negotiable up to a certain extent.
    Accepted Offer
    Neutral Experience
    Average Interview
  9.  

    Financial Advisor Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 3+ monthsinterviewed at Morgan Stanley in January 2013.

    Interview Details

    You will be asked to take an online assessment test. Next you will be asked to meet with a local branch manager for an hour interview. The second interview will involve meeting a coach. The third interview will be an offer.

    Interview Questions
    • They questions are very easy and general; however, they only want o know if you have access to wealthy people. You must have a high net worth pipeline to be considered.   Answer Question
    Negotiation Details
    They will try to hire you for the lowest amount you will accept. You must negotiate.
    Accepted Offer
    Negative Experience
    Easy Interview
  10.  

    Financial Advisor Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied in-person. The process took a weekinterviewed at Morgan Stanley in April 2010.

    Interview Details

    3 interviews. First with Branch Manager, one with a senior financial adviser and then final one with Complex Mgr. Asked about how you would reach your goals, where do you see yourself in 5 years...etc. Typical interview stuff.

    Accepted Offer
    Neutral Experience
    Average Interview

Work at Morgan Stanley? Share Your Experiences

Morgan Stanley

 
Click to Rate
or

The difficulty rating is the average interview difficulty rating across all interview candidates.

The interview experience is the percentage of all interview candidates that said their interview experience was positive, neutral, or negative.

Your response will be removed from the review – this cannot be undone.