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 -
I applied in-person. I interviewed at Morgan Stanley in Mar 2014
Interview
Saw the position at my local branch on Indeed.com . I actually happened upon it by total random chance. Gave the manager a phone call and he was very impressed with my initative and SUPER eager. Interview was EXTREMELY relaxed - more of a conversation. Absolutely no technicals
Interview questions [1]
Question 1
Have a good story as to why you want to work in wealth management.
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
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
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