Morgan Stanley
3.4 of 5 1,410 reviews
www.morganstanley.com New York, NY 5000+ Employees

Morgan Stanley Financial Advisor Associate Interview Questions & Reviews

All Interviews Received Offers

Getting the Interview 

33%
33%
33%

Interview Experience 

33%
66%
0%

Interview Difficulty 

3 candidate interviews Back to all interview questions
Relevance Date Difficulty
in

Declined Offer

Neutral Experience

Easy Interview

Financial Advisor Associate Interview

Anonymous Interview Candidate
Sacramento, CA

I applied through a recruiter and the process took 2 weeks - interviewed 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 Question – None really--basic stuff. "Give me an example of a challenge you overcame"--etc.   View Answer

Reason for Declining – Declined because the base was too low. Also,

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1 person found this helpful

No Offer

Positive Experience

Average Interview

Financial Advisor Associate Interview

Anonymous Interview Candidate
Salt Lake City, UT

I applied through other source and the process took 2 weeks - interviewed 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 Question – What is your target assets under management goal in the first 6 months?   View Answer

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Accepted Offer

Neutral Experience

Average Interview

Financial Advisor Associate Interview

Anonymous Employee

I applied through an employee referral and the process took 4 months - interviewed 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 Question – Did not receive any perticularly difficult questions.   Answer Question

Negotiation Details – Your initial compensation is negotiable up to a certain extent.

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