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      Morgan Stanley

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      Financial Advisor Associate Interview

      Apr 16, 2013
      Anonymous Interview Candidate
      Salt Lake City, UT
      No offer
      Positive experience
      Average interview

      Application

      I applied through other source. The process took 2 weeks. I interviewed at Morgan Stanley (Salt Lake City, UT) in Mar 2013

      Interview

      I was referred to a branch manager by a friend at Merrill. The branch manager gave me a series of exams addressing financial math, markets, series 7 topics, etc... He also gave me a template for a business plan. I then went in for an interview, which I admittedly did not prepare for. All in all it took around 2 weeks.

      Interview questions [1]

      Question 1

      What is your target assets under management goal in the first 6 months?
      1 Answer
      3

      Other Financial Advisor Associate Interview Reviews for Morgan Stanley

      Financial Advisor Associate Interview

      Mar 16, 2025
      Anonymous employee
      Philadelphia, PA
      Accepted offer
      Positive experience
      Difficult interview

      Application

      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.

      Interview questions [1]

      Question 1

      What is your niche market?
      Answer question

      Financial Advisor Associate Interview

      Apr 1, 2024
      Anonymous Interview Candidate
      No offer
      Negative experience
      Average interview

      Application

      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
      Answer question

      Financial Advisor Associate Interview

      Feb 28, 2024
      Anonymous Interview Candidate
      Rockville, MD
      Declined offer
      Negative experience
      Easy interview

      Application

      I interviewed at Morgan Stanley (Rockville, MD)

      Interview

      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.

      Interview questions [1]

      Question 1

      What is your biggest weakness
      Answer question

      Jobs at Morgan Stanley

      95 jobs in United States
      Wealth Management Associate
      United States
      ·
      $75K - $125K /yr
      (Employer provided)
      View job
      Private Wealth Management Associate
      New York, NY
      ·
      $75K - $125K /yr
      (Employer provided)
      View job
      Wealth Management Associate
      New York, NY
      ·
      $68K - $120K /yr
      (Employer provided)
      View job
      Wealth Management Analyst
      New York, NY
      ·
      $75K - $125K /yr
      (Employer provided)
      View job
      Wealth Management Associate
      Santa Monica, CA
      ·
      $68K - $120K /yr
      (Employer provided)
      View job

      Morgan Stanley interviews FAQs

      • Financial Advisor Associate 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 71% positive. To compare, the company-average is 62% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Financial Advisor Associate roles take an average of 40 days to get hired, when considering 103 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 Associate according to 103 Glassdoor interviews include:

        One on one interview:  17%

        Phone interview:  15%

        Background check:  12%

        Personality test:  12%

        IQ intelligence test:  11%

        Skills test:  10%

        Presentation:  9%

        Drug test:  6%

        Group panel interview:  5%

        Other:  2%

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

        1. Associate(1459) ;
        2. Vice President(1154) ;
        3. Analyst(1057) ;
        4. Manager(506) ;
        5. Intern(474) ;
        6. Director(472) ;
        7. Financial Advisor(423) ;
        8. Executive Director(407) ;
        9. Senior Manager(406) ;
        10. Senior Associate(343) ;
        11. Software Engineer(335) ;
        12. Operations Analyst(288) ;
        13. Client Service Associate(275) ;
        14. Software Developer(251) ;
        15. Summer Analyst(228) .


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