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      Morgan Stanley

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      Financial Advisor Interview

      May 22, 2016
      Anonymous Interview Candidate
      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 Apr 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 [1]

      Question 1

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

      Other Financial Advisor Interview Reviews for Morgan Stanley

      Financial Advisor Interview

      Oct 3, 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Morgan Stanley

      Interview

      The interview process for finance roles is typically structured and competency-based, with a strong emphasis on technical knowledge and analytical ability. Candidates can expect case studies, scenario-based questions, and discussions around market awareness, financial modeling, or client relationship skills. Employers also look for clear communication, professionalism, and the ability to demonstrate ethical decision-making under pressure.

      Interview questions [1]

      Question 1

      A client comes to you with $2 million in investable assets but is highly risk-averse. How would you structure a portfolio and explain your recommendation so the client feels both comfortable and confident in the plan?
      1 Answer

      Financial Advisor Interview

      Sep 30, 2024
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Morgan Stanley

      Interview

      Few questions on experience and regular get to know you questions so that they could get to know you more and see if you were the right fit. I did not get an offer,

      Interview questions [1]

      Question 1

      Tell us about you please.
      Answer question

      Financial Advisor Interview

      May 17, 2024
      Anonymous Interview Candidate
      Naperville, IL
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Morgan Stanley (Naperville, IL)

      Interview

      Interview process was very straight forward. I interviewed with the branch manager and was offered the position that same week. I chose to accept another offer from a competing firm.

      Interview questions [1]

      Question 1

      Why you are interested in becoming a financial advisor?
      Answer question

      Morgan Stanley interviews FAQs

      • Financial Advisor applicants have rated the interview process at Morgan Stanley with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 57% positive. To compare, the company-average is 62% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Advisor roles take an average of 35 days to get hired, when considering 102 user submitted interviews for this role. To compare, the hiring process at Morgan Stanley overall takes an average of 27 days.
      • Common stages of the interview process at Morgan Stanley as a Financial Advisor according to 102 Glassdoor interviews include:

        One on one interview:  19%

        Phone interview:  16%

        Background check:  13%

        Skills test:  11%

        Personality test:  11%

        IQ intelligence test:  9%

        Presentation:  7%

        Drug test:  7%

        Group panel interview:  5%

        Other:  2%

      • Here are the most commonly searched roles for interview reports -

        1. Associate(1459) ;
        2. Vice President(1153) ;
        3. Analyst(1053) ;
        4. Manager(506) ;
        5. Intern(474) ;
        6. Director(472) ;
        7. Financial Advisor(423) ;
        8. Executive Director(407) ;
        9. Senior Manager(406) ;
        10. Senior Associate(342) ;
        11. Software Engineer(335) ;
        12. Operations Analyst(288) ;
        13. Client Service Associate(274) ;
        14. Software Developer(249) ;
        15. Summer Analyst(228) .


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      Jobs at Morgan Stanley

      91 jobs in United States
      Wealth Management Associate
      United States
      ·
      $75K - $125K /yr
      (Employer provided)
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      Private Wealth Management Associate
      United States
      ·
      $75K - $125K /yr
      (Employer provided)
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      Wealth Management Associate
      Santa Monica, CA
      ·
      $68K - $120K /yr
      (Employer provided)
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      Financial Planning Analyst
      West Des Moines, IA
      ·
      $76K - $101K /yr
      (Glassdoor est.)
      View job
      Wealth Management Associate
      United States
      ·
      $68K - $120K /yr
      (Employer provided)
      View job
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