I applied through a recruiter. I interviewed at Morgan Stanley (Bethesda, MD) in Dec 2020
Interview
Initial call, followed up by online application which included an IQ & EQ test, after that prospects are asked to make a Business Plan focused on "how do you plan to bring in 1 mil / month AUM".
Everyone I talked to was super nice and friendly, and they are very upfront about how difficult the job and workload can be, which is something that the industry is not so good about.
Interview questions [1]
Question 1
Why do you want this job? What skills do you have that makes you qualified? How much AUM do you have?
I applied through other source. The process took 3 weeks. I interviewed at Morgan Stanley (Philadelphia, PA)
Interview
The overall interview process is not extremely difficult. Meeting with the a manager and maybe another senior advisor whom is involved with the hiring process. Detailed business plan to prepare. More on showing them how you can succeed at the job. It would probably be two to three interviews before actual consideration.
I applied online. The process took 2 weeks. I interviewed at Morgan Stanley in Mar 2024
Interview
Starts off with a 30 min aptitude test followed by a 1-2 hour simulation of being an advisor in LA. This is followed by a 30 min hireview and 3 more tests if selected to move forward. At the end of the hireview you receive an email saying someone will be in touch and nobody contacted me. Had to check my status of the application through the applicant portal to find out I was no longer under consideration. Nothing out of the ordinary in the process except for the fact that I didn't get to speak to a single person throughout it and that is not very professional in my opinion.
Interview questions [1]
Question 1
mental math aptitude, picture matching, personality tests
Inept as inept can be. Couldn’t describe the job responsibilities effectively. It felt scummy the whole entire process. I would avoid at all costs. Heard bad things about this place.
