Morgan Stanley Financial Advisor Trainee Interview Questions | Glassdoor

Morgan Stanley Financial Advisor Trainee Interview Questions

Interviews at Morgan Stanley

37 Interview Reviews

Experience

Experience
57%
20%
23%

Getting an Interview

Getting an Interview
52%
24%
10%
7
7

Difficulty

2.7
Average

Difficulty

Hard
Average
Easy

 

Financial Advisor Trainee Interview

Anonymous Interview Candidate in Los Angeles, CA
No Offer
Positive Experience
Average Interview

Application

I applied online. The process took 2 weeks. I interviewed at Morgan Stanley (Los Angeles, CA) in February 2017.

Interview

Financial Advisor role generating new clients to sale financial products and grow your book of business. Very hard beginning process but longer rewarded. Phone interview with recruiter screening prospects that are qualified by company standards in this role.

Interview Questions

Other Interview Reviews for Morgan Stanley

  1.  

    Financial Advisor Trainee Interview

    Anonymous Employee in Los Angeles, CA
    Accepted Offer
    Neutral Experience
    Easy Interview

    Application

    I applied through other source. The process took 2 weeks. I interviewed at Morgan Stanley (Los Angeles, CA) in February 2016.

    Interview

    They have you fill out a business plan on what you will do to acquire assets, then you go over that business plan with management and what process you will do to acquire assets.

    Interview Questions

    • What will you do to acquire assets?   1 Answer

  2.  

    Financial Advisor Trainee Interview

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

    Application

    I applied online. The process took 3+ months. I interviewed at Morgan Stanley (Atlanta, GA) in November 2014.

    Interview

    Multiple phone interviews and one in-person interview at a branch. It was not a very difficult process. You must be licensed for this position. You have a small window of time to pass the Series 7 exam after you are hired.

    Interview Questions

  3. Helpful (4)  

    Financial Advisor Trainee Interview

    Anonymous Employee in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

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

    Interview

    Applied online then took an online test. It was an easy test that looked into how well you found number patterns. After two weeks I had a phone interview about basic questions, such as explain a time when you had a dissatisfied customer. One month later i had an interview with the office manager. The next step is to fill out a business plan and submit it.

    Interview Questions

    • Explain a time when you had a dissatisfied customer.   1 Answer

  4.  

    Financial Advisor Trainee Interview

    Anonymous Employee in Orland Park, IL
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. I interviewed at Morgan Stanley (Orland Park, IL) in June 2013.

    Interview

    The interview process was conversational, speaking about your experience, manager tries to get a feeling for your abilities and match. The branch manager was honest that this profession is difficult. Though the 90% failure rate did not come up in the interview.

    Interview Questions

    • What in your experience makes you a good candidate for this position?   1 Answer

    Negotiation

    Negotiation did not appear to be an option as I was new to the field. I would suggest asking how they help you gain clients and meet production goals.


  5.  

    Financial Advisor Trainee Interview

    Anonymous Employee in Pittsburgh, PA
    Accepted Offer
    Negative Experience
    Easy Interview

    Application

    I applied online. The process took 1 day. I interviewed at Morgan Stanley (Pittsburgh, PA) in April 2011.

    Interview

    Basically I showed up, was stuck in an empty office and told to make a test call with the sole purpose of gaining an appointment on a cold call. It was not "live" it was to a testing center/company that role played the caller you would be reaching and the normal objections and stalls they would give someone cold calling.

    Interview Questions


  6.  

    Financial Advisor Trainee Interview

    Anonymous Employee in Punta Gorda, FL
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 2 days. I interviewed at Morgan Stanley (Punta Gorda, FL) in January 2013.

    Interview

    I applied online to their application. I then received a phone call to schedule an interview. I interviewed a few days later for an hour and then was offered the position after the interview.

    Interview Questions


  7. Helpful (3)  

    Financial Advisor Trainee Interview

    Anonymous Employee in Houston, TX
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Morgan Stanley (Houston, TX) in October 2013.

    Interview

    easy interview, 1 month process, 1 phone interview, if you pass you have to send your project for business plan, and then the final interview,

    Negotiation

    real easy

  8. Helpful (10)  

    Financial Advisor Trainee Interview

    Anonymous Interview Candidate in Syracuse, NY
    No Offer
    Neutral Experience
    Difficult Interview

    Application

    I applied online. The process took 3+ months. I interviewed at Morgan Stanley (Syracuse, NY).

    Interview

    Very long interview process. I started with apply for the position on their website. About a month later I was contacted to complete the online testing. Part of the texting related to the series examinations to conclude if you would have the ability to pass the licensing. The other portion was more along the lines of personality and skills testing.

    I followed up with several people to hear nothing back. About a month later, I was contacted by the Branch Manager, who wanted to speak with me on the phone. It was an interview over the phone. Basically selling myself, showing confidence. Meanwhile he discussed my testing results. I was then invited to an in-person interview. I was required to bring a business plan.

    I went to the first in-person interview. This was very high stress. It lasted about an hour and ended with him setting a timer for about 2 minutes and told me to sell myself on why I should be hired for this position and what do I have versus the competition. After the interview concluded I was then invited to another interview at a larger office.

    During the interview I was informed that the first few years could be working on average 80 hours a week. He stated when he would leave the office, I would be expected to stay. After giving the position some thought, I declined the interview. Working 80 hours per week would be extremely difficult for myself at this point in my life.

    Interview Questions

    • You will be dealing with many clients who are older than you. Treat me like one of those clients and explain to me what kind of life experiences you have that would allow me to trust in you to invest my life time savings.   Answer Question

  9. Helpful (6)  

    Financial Advisor Trainee Interview

    Anonymous Employee in Vero Beach, FL
    Accepted Offer
    Average Interview

    Application

    I applied online. The process took 6+ weeks. I interviewed at Morgan Stanley (Vero Beach, FL).

    Interview

    First interview is meet and greet with branch manager. 2nd interview is a panel interview with 2 other advisors. last interview is with the complex business development manager or the complex manager. be prepared.


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