Morgan Stanley Financial Advisor Interview Questions | Glassdoor

Morgan Stanley Financial Advisor Interview Questions

Updated Jun 8, 2017
59 Interview Reviews

Experience

Experience
54%
27%
18%

Getting an Interview

Getting an Interview
46%
21%
12%
8
6
2
2

Difficulty

3.0
Average

Difficulty

Hard
Average
Easy

59 Candidate Interview Reviews Back to all Interviews

Filter

Sort: Popular Date Difficulty

Filter

Sort: Popular Date Difficulty

 

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

Other Interview Reviews for Morgan Stanley

  1. Helpful (6)  

    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

  2. Helpful (2)  

    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

  3.  

    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.


  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5.  

    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


  6.  

    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

  7.  

    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

  8.  

    Financial Advisor Interview

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

    Application

    I applied online. I interviewed at Morgan Stanley (New York, NY) in September 2015.

    Interview

    Was very nice. Professional. Was very hard to obtain the interview because kept getting pushed off. Despite that everyone was polite and helpful. They make it look very easy and realistic to succeed in the firm. I would like to know the real success numbers.

    Interview Questions


  9. Helpful (4)  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer

    Interview

    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

  10.  

    Financial Advisor Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 3+ months. I interviewed at Morgan Stanley in November 2014.

    Interview

    Was a very thorough and fair prices that took about 3 months overall. This gave them time to know me and me to know them and be comfortable with my career move. Probably the best interview and on boarding experience I've had

    Interview Questions


Don't Miss Out On a Job You Love
Upload a resume to easily apply to jobs from anywhere. It's simple to set up.