Wealth Management Associate Interview Questions

(Posted anonymously by job candidates)

6 Companies: 13 of 6

Morgan Stanley Interviews

2 Wealth Management Associate Interview Questions and Reviews

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AllianceBernstein Interviews

1 Wealth Management Associate Interview Question and Review

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Zacks Investment Management Interviews

1 Wealth Management Associate Interview Question and Review

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6 Interview Questions: 16 of 6

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Apr 13, 2014

Interview Question for Wealth Management Associate at UBS:

“What makes us different from our competitors and why did you chose to interview with us?”


Jan 4, 2014

Interview Question for Private Wealth Management Associate at Morgan Stanley:

“What stock would you recommend and why? What are the companies financials like? Why do you think it is a good investment?”


May 2, 2013

Interview Question for Wealth Management Associate at Morgan Stanley:

“How would you go about building your own book of customers?”


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Jun 7, 2012

Interview Question for Wealth Management Associate at Zacks Investment Management:

“Why should we hire you?”


Jul 6, 2011

Interview Question for Private Wealth Management Summer Associate at Goldman Sachs:

“Given all the negative press Goldman has been getting, why would you want to work for us?”


Jul 6, 2011

Interview Question for Private Wealth Management Summer Associate at Goldman Sachs:

“Tell me about something you have read recently in the news about Goldman.”