Morgan Stanley Financial Advisor Trainee Interview Questions & Reviews
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Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 4 ratings 
“Average” Interview
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Interview Experience [?] Based on 4 ratings
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| 1–4 of 4 Morgan Stanley Interviews | Sort by |
Financial Advisor Trainee at Morgan Stanley
Posted Mar 2, 2010
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2.0
Easy Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Feb 2010 (took 2 weeks)
Phone screen by recruiter followed by a face to face with Branch manager followed by a face to face to face with Complex Manager. Askills test preceded first meeting. A a business plan preceded second interview. laid back interview with nice people.
Interview Questions
Negotiation Details
They offered me 60,000 and I told them I though them I thought that was fair considering they are paying to get me licensed. I did not negotiate because I am changing careers and can afford the tempory pay cut.
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a 1:1 Interview, an IQ/Intelligence Test, a Skills Test and a Personality Test.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley
Posted Apr 28, 2009
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Apr 2009 in Los Angeles, CA (took 2 weeks)
brief review of my resume, not very detailed information in return
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley
Posted Apr 1, 2009 — 2 of 2 people found this helpful
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jul 2008 in Brea, CA (took a day)
The first part is an online questionnaire that you complete to show your aptitude towards this career path. Then the 1:1 interview with the Branch Manager. This BM was very detailed on his descriptions on what to expect which I appreciated. Answered all my questions, and came off positive towards his own career with the company. This branch seemed very close knit, and approachable to other co-workers. Doesn't have the giant bank-disconcerting feel to it, more welcoming here.
Advice:
Be well prepared to answer questions about your background and what you plan to do with your future.
Interview Questions
Negotiation Details
They made an offer that was slightly lower than I wanted, I counter offered, and they accepted it on the spot. Of course I made a slightly lower push only because I really wanted to gain a footing into this new career path even with the lower pay.
Other Details
I Applied Online and the interview consisted of a Phone Interview, a 1:1 Interview, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at Morgan Stanley
Posted Mar 16, 2009
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jun 2008 in Seattle, WA (took 6+ weeks)
Seemed to be interested most in personal interactions above all, since that will be what you're doing. Also, your current network is very important, as it should be for this type of job. The people are all very professional. The office is professional as well. As for work culture if you're a rookie, you better work your ass off.
Interview Questions
Negotiation Details
They asked me how much I wanted. I gave them a number, must have been too low since they accepted right away.
Other Details
The interview consisted of a 1:1 Interview, a Group/Panel Interview, an IQ/Intelligence Test, a Skills Test, a Personality Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
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