20 minute phone call 1st round, then super day for the second round. Three 20 minute interviews. The interview questions were technical and behavioral. They covered market knowledge and other parts of the finance industry.
Interview questions [1]
Question 1
What technical skills do you have that would bering something different to wealth management
I applied online. I interviewed at Morgan Stanley (Sacramento, CA) in May 2024
Interview
The first round is virtual. The interview was interesting and engaging. I actually enjoyed the process. There were math and geometric games afterwards, that were not incredibly difficult. Regarding the interview questions, you were able to practice and record your responses within the time allowed.
Interview questions [1]
Question 1
Describe something difficult that you accomplished in your lifetime.
I applied through an employee referral. I interviewed at Morgan Stanley (Morristown, NJ) in Sep 2023
Interview
I had an initial phone call with the branch manager who was pleasant and direct. He explained the details of the job and the reality of positions available and then directed me to the next step.
Interview questions [1]
Question 1
Q: What are your target networks? Q: What is your experience with finance and/or sales? Q: What is your general background and why do you want to be an FA?
Financial Advisor Trainee applicants have rated the interview process at Morgan Stanley with 2.8 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 63% positive. To compare, the company-average is 62% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Advisor Trainee roles take an average of 34 days to get hired, when considering 43 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 Trainee according to 43 Glassdoor interviews include:
One on one interview: 19%
Phone interview: 16%
Skills test: 14%
Personality test: 13%
Background check: 13%
IQ intelligence test: 9%
Group panel interview: 6%
Presentation: 4%
Other: 3%
Drug test: 3%
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