Financial Advisor applicants have rated the interview process at Morgan Stanley with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 57% positive. To compare, the company-average is 62% positive. This is according to Glassdoor user ratings.
Candidates applying for Financial Advisor roles take an average of 35 days to get hired, when considering 102 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 Advisor according to 102 Glassdoor interviews include:
One on one interview: 19%
Phone interview: 16%
Background check: 13%
Skills test: 11%
Personality test: 11%
IQ intelligence test: 9%
Presentation: 7%
Drug test: 7%
Group panel interview: 5%
Other: 2%
Here are the most commonly searched roles for interview reports -
The process took 4 weeks. I interviewed at Morgan Stanley (Columbia, SC) in Feb 2011
Interview
1. Telephone interview with the Complex Manager
2. Personality Test
3. Interview with the Complex Manager
4. Wrote Business Plan
5. 2 1:1 interviews with advisors on the Smith Barney Side
6. 2 1:1 interviews with advisors on the Morgan Stanley Side
7. Interview with the Branch Manager
8. Interviewed again with the Complex Manager to discuss Business Plan
9. I accepted an offer from another firm
The interview process can take a couple days or a month depending on how quickly one completes the personality test and business plan. I greatly enjoyed my interview experience with MSSB and have the utmost respect for every individual I interacted with from Financial Advisor Assistants to the Complex Manager.
The most important thing to remember about being an FA is that it's a SALES job. This was preached to me by everyone on my panel. In addittion, if you cannot raise at least $8-$10 million is assets with in 365 days of joining the firm don't waste your time or the advisors's.
In each of my interviews I discussed how I would reach my assets under managment goal and why I wanted to enter the business again.
Interview questions [1]
Question 1
What do you think a good first year assets under management goal would be and how will you achieve it?
The interview process for finance roles is typically structured and competency-based, with a strong emphasis on technical knowledge and analytical ability. Candidates can expect case studies, scenario-based questions, and discussions around market awareness, financial modeling, or client relationship skills. Employers also look for clear communication, professionalism, and the ability to demonstrate ethical decision-making under pressure.
Interview questions [1]
Question 1
A client comes to you with $2 million in investable assets but is highly risk-averse. How would you structure a portfolio and explain your recommendation so the client feels both comfortable and confident in the plan?
Few questions on experience and regular get to know you questions so that they could get to know you more and see if you were the right fit. I did not get an offer,
Interview process was very straight forward. I interviewed with the branch manager and was offered the position that same week. I chose to accept another offer from a competing firm.
Interview questions [1]
Question 1
Why you are interested in becoming a financial advisor?