I applied online. The process took 2 months. I interviewed at Morgan Stanley (Chicago, IL) in Mar 2024
Interview
Written interview followed by phone screen and video interview. written interview consisted in 6 questions, 3 to complete such as why Morgan Stanley and why finance, one behavioral question and do you have any certifications (SIE, S7 etc)
Interview questions [1]
Question 1
Why Morgan Stanley
Tell us about a time when you faced a challenge and how you adapted to it
Very easy basic asked what a stock is and a bond. The rest is standard what is your experience stuff. It was relatively long like almost an hour. Answer with confidence and have a general understanding of finance
I applied through a recruiter. I interviewed at Morgan Stanley (Alpharetta, GA) in Jan 2026
Interview
The interview process is straightforward. They sent an email that summarized what would be in the interview, so I had plenty of time to prepare. Very friendly and professional interviewers.
Interview questions [1]
Question 1
STAR based questions. ex. Tell me about a time you had a unique solution to a problem.
One screening call with the recruiter. And then two interviews back to back with a hiring manager and a manager in the local office. The communication between the managers and me was great and easy to set up the interviews.
Interview questions [1]
Question 1
Tell me about a time you overcame a difficult customer
Financial Services Representative applicants have rated the interview process at Morgan Stanley with 2.5 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 80% positive. To compare, the company-average is 62% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Services Representative roles take an average of 42 days to get hired, when considering 20 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 Services Representative according to 20 Glassdoor interviews include:
Phone interview: 28%
One on one interview: 19%
Background check: 16%
Group panel interview: 9%
Personality test: 9%
Skills test: 9%
IQ intelligence test: 5%
Drug test: 2%
Presentation: 2%
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