Morgan Stanley

  www.morganstanley.com
  www.morganstanley.com

Morgan Stanley Financial Advisor Interview Questions

Updated Nov 25, 2014
Updated Nov 25, 2014
19 Interview Reviews

Interview Experience

Interview Experience

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23%
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Getting an Interview

Getting an Interview

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Interview Difficulty

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Financial Advisor Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Interview Details

multiple stages of interviews with you get hired took almost 4 weeks before. once hired you do get hired, you do get some of the best training the industry has to offer.

Interview Questions
  • do you feel you can raise 15 million dollars in 2 years?   Answer Question
Accepted Offer

Other Interview Reviews for Morgan Stanley

  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Cambridge, MA
    Anonymous Interview Candidate in Cambridge, MA
    Application Details

    I applied through other source. The process took 6+ weeksinterviewed at Morgan Stanley.

    Interview Details

    4 rounds of interviews

    Interview Questions
    Negotiation Details
    non-existent
    Accepted Offer
    Negative Experience
    Average Interview
  2. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied in-person. The process took 4 weeksinterviewed at Morgan Stanley.

    Interview Details

    Two interviews, one with local manager, one with regional manager. Interviewing was what you would expect, with nothing unusual, involving an informative exchange of information.

    Interview Questions
    Accepted Offer
    Positive Experience
    Average Interview
  3.  

    Financial Advisor Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied in-person. The process took 4+ monthsinterviewed at Morgan Stanley.

    Interview Details

    very long and unless you know somebody within the company. There are many tests and interviews over the course of a couple months.

    Interview Questions
    Negotiation Details
    it depends on what you have done before
    Accepted Offer
    Negative Experience
    Difficult Interview
  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5. 1 person found this helpful  

    Financial Advisor Interview

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

    I applied through other source. The process took 3 daysinterviewed at Morgan Stanley.

    Interview Details

    About 1 -3 months before start date. Be prepared to sell yourself and have a basic business plan.

    Interview Questions
    Negotiation Details
    No negotiation.
    Accepted Offer
    Positive Experience
    Difficult Interview
  6.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Anonymous Interview Candidate in New York, NY
    Interview Details

    I was invitied to an event then got interview opportunities

    No Offer
  7.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Red Bank, NJ
    Anonymous Interview Candidate in Red Bank, NJ
    Application Details

    I applied online. The process took 4+ monthsinterviewed at Morgan Stanley in January 2012.

    Interview Details

    The process was like Ground Hog Day(all over again). I first met with the local manager in 2006 and had an excellent interview. I was passed on to the complex manager with similar results. My final interview was with the complex marketing director. After driving 2 hours, I was given a cursory 11 minute interview, never to hear again. Fast forward to 2012. I received a call from the complex director (a new one) approximately 7 months after submitting an online application. After driving and hour and a half to meet him, we spent 15 minutes talking and I was passed onto the local office director. We met again, basically rehashing our interview from 6 years prior with the same result, he wished to move forward. After not hearing back for awhile, I pursued him and was told that they were not hiring now and that I might hear back in 3 months or so. At this point, I assumed that this nightmare had finally been put to rest....I was wrong. Approximately 3 months later, the local manager reached out again, asking if I would mind meeting with the new complex director (alot of stability). Not able to walk away from a train wreck, I drove an hour and a half to meet with him. I eventually got to meet with his assistant whom was dismissive, and had obviously not read any of the information giver to the prior interviewers. After 10 minutes, he told me that they were not in an active hiring phase at the time. Seeing how they deal with their own employees and prospects, I would be loathe to expose my client base to such treatment.(It looks like, no matter how many times I interview with them, though, I would never be given the opportunity to, though)

    Interview Questions
    • I know weve interviewed you three previous times, offered you the position and then said we had a hiring freeze, but, would you like to interview again?   View Answer
    No Offer
    Negative Experience
    Average Interview
  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Pikesville, MD
    Anonymous Interview Candidate in Pikesville, MD
    Application Details

    I applied online. The process took a dayinterviewed at Morgan Stanley in July 2011.

    Interview Details

    I went there. I presented myself. They asked me to describe my resume. They liked me, however they considered that I am to young to be able to make myself vizible in the field. I believe I failed the personality test that I had to take afterwards.

    Interview Questions
    No Offer
    Positive Experience
    Average Interview
  9. 1 person found this helpful  

    Financial Advisor Interview

    Anonymous Interview Candidate in Chicago, IL
    Anonymous Interview Candidate in Chicago, IL
    Application Details

    I applied online. The process took 4+ monthsinterviewed at Morgan Stanley in June 2011.

    Interview Details

    Extremely detailed and intensive interview process. I was asked to submit and present several business plans prior to being offered the job. They wanted to see if my line of thinking met the requirements of the position.

    Interview Questions
    Negotiation Details
    I negotiated a high starting pay because I had changed careers and was making a lot more prior to accepting this position and changing my career. I new I was going to take a huge pay-cut with the job/career change.
    Accepted Offer
    Positive Experience
    Difficult Interview
  10.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Portsmouth, NH
    Anonymous Interview Candidate in Portsmouth, NH
    Application Details

    I applied online. The process took 3+ monthsinterviewed at Morgan Stanley in September 2010.

    Interview Details

    Drawn out process involving multiple interviews with a branch manager, sales manager, and complex manager.

    Interview Questions
    Negotiation Details
    Reasonable. Received and extra 10%.
    Accepted Offer
    Neutral Experience
    Average Interview

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