Morgan Stanley Financial Advisor Interview Questions | Glassdoor

Morgan Stanley Financial Advisor Interview Questions

Updated Dec 7, 2017
63 Interview Reviews

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Financial Advisor Interview

Anonymous Interview Candidate in Birmingham, AL
Declined Offer
Neutral Experience
Difficult Interview

Application

I applied online. The process took 4 weeks. I interviewed at Morgan Stanley (Birmingham, AL).

Interview

The interview process was very extensive and a little on the crazy side. First thing they will have you do is take a couple personality test which took longer than i expected.

Interview Questions

  • When was a time where I struggled to meet sales quotas.   1 Answer

Other Interview Reviews for Morgan Stanley

  1.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Chicago, IL
    Declined Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at Morgan Stanley (Chicago, IL) in October 2017.

    Interview

    The interview process was straightforward. Applied online and they made me do a skills test right away followed by a Digital interview. If you do well on both they call you in for a face to face interview.

    Interview Questions


  2. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate in Boston, MA
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. I interviewed at Morgan Stanley (Boston, MA) in September 2017.

    Interview

    This a long process; First you take a test if past you a video and a phone interview and if you pass you get a face to face interview which you have to bring a business plan of how you're going to bring in business. After that you're interview by the office you would be working at.

  3. Helpful (11)  

    Financial Advisor Interview

    Anonymous Employee in Bellevue, WA
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. I interviewed at Morgan Stanley (Bellevue, WA) in June 2017.

    Interview

    You submit your information online. Their system is a bit dated in that you can't upload your resume and have fields populated automatically. After you finish applying online you have they make you take a "General Reasoning Test" and after you finish that test they require you take another test "The Financial Advisor Assessment". If you make it past these tests they then have you do a Digital Interview where you record a video answering a set of interview question. After they review your Digital Interview they then call you in and you meet with several people including the Branch Manager. After that they offer you a position.

    Interview Questions

    • The standard, why are you interested in becoming a Financial Advisor for Morgan Stanley?   Answer Question

  4. Helpful (8)  

    Financial Advisor Interview

    Anonymous Employee in Atlanta, GA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 3 weeks. I interviewed at Morgan Stanley (Atlanta, GA).

    Interview

    Compared to other interviews I’ve had in the past, the interview at Morgan Stanley Wealth Management was not that stressful. They ask a series of questions to get a sense of who you are, your skill set, connections and try to assess if you have what it takes to be successful as a financial advisor.

    Interview Questions

    • Why do you think you'd be successful as a financial advisor?   Answer Question

  5. Helpful (4)  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied online. I interviewed at Morgan Stanley (New York, NY).

    Interview

    Applied online and filled out their resume template. After filling that out, I was emailed to complete an online timed logic test. Once passing that, I was emailed to take an online day-in-the life situational test. Following that, I was asked to schedule a 15 min phone interview with 5 questions that give you 3 min each to answer.

    Interview Questions

    • Why do you want to be a Financial Advisor   1 Answer

  6.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Negative Experience
    Average Interview

    Interview

    There were about 6 different interviews, and i meet with about 7 different people. The whole process took about three months. Everyone was nice and warned how difficult this position is.

    Interview Questions

    Negotiation

    I accepted the salary offered.


  7.  

    Financial Advisor Interview

    Anonymous Employee in Red Bank, NJ
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. I interviewed at Morgan Stanley (Red Bank, NJ) in May 2016.

    Interview

    Online application, than a Phone interview I was asked about my background and my future goals, than an in person interview. The in person was average, asked me my experience and what I think qualifies me for the position.

    Interview Questions

  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied through other source. The process took 2 days. I interviewed at Morgan Stanley (New York, NY) in April 2016.

    Interview

    2 in-person interviews: one with a Sr. Advisor; another with a Team Manager. The process remains ongoing. The next stage will be resume submission and another in person interview.

    Interview Questions

    • Tell me about your previous experiences in Financial Services.   1 Answer

  9.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. I interviewed at Morgan Stanley (New York, NY) in March 2016.

    Interview

    Initial introductory interview took place over lunch with a senior Financial Advisor. I had 2 subsequent in person interviews.: 1 with two additional Financial Advisors and the final interview included a Financial Advisor and Group Manager.

    Interview Questions

    • Describe my prior experience in Financial Services.   1 Answer

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