I applied online. I interviewed at Morgan Stanley (San Francisco, CA) in Oct 2016
Interview
Three interviews took about three weeks. they contact me through email and set up an phone interview. the first interview with the HR recruiter, second one with the financial advisor, and the last one with the senior portfolio manager. Overall I would say people at morgan stanley are really nice.
First round phone call then if you pass you get an invite to a final round superday. The first round phone call is just behavioral asking things like why do you want to work in wealth management
I applied online. The process took 3 months. I interviewed at Morgan Stanley (Tampa, FL) in Oct 2025
Interview
2-step process, ai hireview at first with tough technical questions, then zoom call with 2 employers going through resume answering behavioral questions, for example situation and how you would react, and then more technical financial questions
Wealth Management applicants have rated the interview process at Morgan Stanley with 2.7 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 67% positive. To compare, the company-average is 62% positive. This is according to Glassdoor user ratings.
Candidates applying for Wealth Management roles take an average of 29 days to get hired, when considering 73 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 Wealth Management according to 73 Glassdoor interviews include:
Phone interview: Â 23%
One on one interview: Â 21%
Drug test: Â 12%
Group panel interview: Â 11%
Background check: Â 10%
Presentation: Â 8%
IQ intelligence test: Â 5%
Personality test: Â 5%
Skills test: Â 4%
Other: Â 2%
Here are the most commonly searched roles for interview reports -