Fairly simple. 20 minute phone screening then a 1 hour one-round interview. However, it took them some time to get back to me for my offer acceptance (3 weeks). Heard back from a phone call from a senior recruiter.
Interview questions [1]
Question 1
Tell me about yourself?
What is something people mistake about you?
How would you approach a young adult vs older adult with financial planning?
I applied through an employee referral. The process took 3 months. I interviewed at Morgan Stanley (Chicago, IL) in Feb 2026
Interview
Pretty quick process, about 2-3 rounds
Thought my last round went well but then got ghosted by recruiter which was upsetting. Super nice interviewers otherwise just disappointed that they couldn't reach out.
Video Interview then two hiring manager inteviews over zoom. Straight forward and mostly behavioral questions. Easy interviews mostly but slow moving process in my experience. Some questions about economny and basic topics in WM
First Hirevue with video and written responses then interview with two hiring managers that are mostly behavioral with some thoughts on markets and financial advice situations. Offer would come after these interviews
Financial Planning VEA 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 50% positive. To compare, the company-average is 62% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Planning VEA roles take an average of 90 days to get hired, when considering 6 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 Planning VEA according to 6 Glassdoor interviews include:
Phone interview: 60%
Personality test: 20%
One on one interview: 20%
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