Subpar environment with lackluster training - Financial Advisor Trainee Morgan Stanley Employee Review

3.0
Jun 28, 2010
Recommend
CEO approval
Business Outlook

Pros

The firm obviously is one of the few to survive to major market crash and carries a solid reputation. They have their own research division which pumps out some top notch market research and provides actionable opportunities for their brokers. The office was well appointed and the computer tools were very nice.

Cons

The trainee program was well intended but poorly executed. The mentorship program was a total joke, and it's a real shame because a good mentor can make a world of difference. Obviously, this is a sales oriented type position where you are selling yourself, but inter-office competition is very high so brokers were not likely to help each other too much. The sales manager at the time sorely lacked management capability, though I believe he has since left the company. Too focused on cold calling and not enough on finding better ways (existing connections) to attract clients.

Explore other reviews about Morgan Stanley

5.0
Jun 11, 2026
Recommend
CEO approval
Business Outlook

Pros

Culture is great Hours are not bad, rarely work on weekends and track the market open and close Networking opportunities

Cons

Unclear responsibilities Reliant on operations teams

2.0
Jul 18, 2026
Recommend
CEO approval
Business Outlook

Pros

You receive health benefits day one no waiting period. There estate processing is very good and takes over the entire process but you MUST keep an eye on the entire process to ensure it stays on track.

Cons

Zero to little training Must utilize there AI tool for far too many tries before being able to call a person who can answer your question. Poor middle management skill set not willing to hear or see when there is an issue. This could be solely in the branch where I am. Advisors who are past their prime who think old school If your FA doesn’t pay for your parking then you have to. Firm should at least pay for those CSAs who are registered

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