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      Morgan Stanley

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      Wealth Management Interview

      Dec 5, 2016
      Anonymous Interview Candidate
      New York, NY
      Declined offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. The process took 4 weeks. I interviewed at Morgan Stanley (New York, NY) in Nov 2016

      Interview

      Selected to participate in the Super-Day; 25-30 minute long behavioral/technical interviews with 5 different VPs and Executive Directors. The HR facilitates the transition and you have the chance to meet the group you are interviewing against.

      Interview questions [3]

      Question 1

      Who is our CEO?
      Answer question

      Question 2

      What is the current price of oil?
      Answer question

      Question 3

      What is our product breakdown?
      Answer question

      Other Wealth Management Interview Reviews for Morgan Stanley

      Wealth Management Interview

      Feb 25, 2026
      Anonymous Interview Candidate
      Chicago, IL
      No offer
      Positive experience
      Easy interview

      Application

      I interviewed at Morgan Stanley (Chicago, IL)

      Interview

      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

      Interview questions [1]

      Question 1

      why do you want to work in wealth management
      Answer question
      2

      Wealth Management Interview

      Jan 8, 2026
      Anonymous Interview Candidate
      No offer
      Positive experience
      Easy interview

      Application

      I applied online. I interviewed at Morgan Stanley in Dec 2025

      Interview

      s typically begins with an online application and résumé screening. Shortlisted candidates may complete aptitude, numerical, or technical assessments to evaluate problem-solving and domain knowledge. This is followed by multiple interview rounds, including technical interviews focused on finance, coding, or role-specific skills, and behavioral interviews assessing teamwork, leadership, and cultural fit. Some roles also include case studies or practical exercises to test real-world decision-making. The process usually concludes with a final HR or managerial interview

      Interview questions [1]

      Question 1

      Hirevue round: how would you handle disagreement between client needs and company values, how does background fit this role
      Answer question

      Wealth Management Interview

      Nov 10, 2025
      Anonymous Interview Candidate
      Tampa, FL
      No offer
      Neutral experience
      Difficult interview

      Application

      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

      Interview questions [1]

      Question 1

      Walk me through the three financial statements
      Answer question
      1

      Morgan Stanley interviews FAQs

      • 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:  23%

        One on one interview:  21%

        Drug test:  12%

        Group panel interview:  11%

        Background check:  10%

        Presentation:  8%

        Personality test:  5%

        IQ intelligence test:  5%

        Skills test:  4%

        Other:  2%

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

        1. Associate(1459) ;
        2. Vice President(1154) ;
        3. Analyst(1054) ;
        4. Manager(506) ;
        5. Intern(474) ;
        6. Director(472) ;
        7. Financial Advisor(423) ;
        8. Executive Director(407) ;
        9. Senior Manager(406) ;
        10. Senior Associate(342) ;
        11. Software Engineer(335) ;
        12. Operations Analyst(288) ;
        13. Client Service Associate(274) ;
        14. Software Developer(249) ;
        15. Summer Analyst(228) .


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      Jobs at Morgan Stanley

      149 jobs in United States
      Wealth Management Associate
      Boston, MA
      ·
      $58K - $115K /yr
      (Employer provided)
      View job
      Wealth Management Associate
      Portland, ME
      ·
      $68K - $120K /yr
      (Employer provided)
      View job
      Wealth Management Associate
      Atlanta, GA
      ·
      $50K - $115K /yr
      (Employer provided)
      View job
      Wealth Management Associate
      Charlotte, NC
      ·
      $67K - $99K /yr
      (Glassdoor est.)
      View job
      Wealth Management Associate
      Worcester, MA
      ·
      $68K - $120K /yr
      (Employer provided)
      View job
      View all Wealth Management Jobs