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      Morgan Stanley

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      Financial Advisor Associate Interview

      Oct 15, 2011
      Anonymous employee
      Palo Alto, CA
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied in-person. The process took 4 weeks. I interviewed at Morgan Stanley (Palo Alto, CA) in Oct 2011

      Interview

      The following process took about a month: 1) Interview with Branch Manager 2) (2 days later) Application and resume submission 3) (an hour later) Personality test (situations are presented and I chose one out of four available reactions), Mathematics test (25 questions all about weighted average portfolio returns and compound growth rates), Logic test (Premise is presented with a conclusion, and I used deductive reasoning--aka common sense--to chose the likelihood of the conclusion. The tests take about 3 hours. 4) (2 weeks later) Phone interview to prepare me for writing a business plan- very direct questioning about why I will be successful. 5) (15minutes later) Sent a Business Plan to complete within 10 days. It's about 5 pages of short answer questions wondering how you will gather clients. Sent it back the same day. 6) (2 weeks later) Final group meeting discussing the viability of my Business Plan. 7) (Later that afternoon) Hired, salary presented.

      Interview questions [1]

      Question 1

      Most people fail, why are you not a waste?
      Answer question
      6

      Other Financial Advisor Associate Interview Reviews for Morgan Stanley

      Financial Advisor Associate Interview

      Mar 16, 2025
      Anonymous employee
      Philadelphia, PA
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied through other source. The process took 3 weeks. I interviewed at Morgan Stanley (Philadelphia, PA)

      Interview

      The overall interview process is not extremely difficult. Meeting with the a manager and maybe another senior advisor whom is involved with the hiring process. Detailed business plan to prepare. More on showing them how you can succeed at the job. It would probably be two to three interviews before actual consideration.

      Interview questions [1]

      Question 1

      What is your niche market?
      Answer question

      Financial Advisor Associate Interview

      Apr 1, 2024
      Anonymous Interview Candidate
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Morgan Stanley in Mar 2024

      Interview

      Starts off with a 30 min aptitude test followed by a 1-2 hour simulation of being an advisor in LA. This is followed by a 30 min hireview and 3 more tests if selected to move forward. At the end of the hireview you receive an email saying someone will be in touch and nobody contacted me. Had to check my status of the application through the applicant portal to find out I was no longer under consideration. Nothing out of the ordinary in the process except for the fact that I didn't get to speak to a single person throughout it and that is not very professional in my opinion.

      Interview questions [1]

      Question 1

      mental math aptitude, picture matching, personality tests
      Answer question

      Financial Advisor Associate Interview

      Feb 28, 2024
      Anonymous Interview Candidate
      Rockville, MD
      Declined offer
      Negative experience
      Easy interview

      Application

      I interviewed at Morgan Stanley (Rockville, MD)

      Interview

      Inept as inept can be. Couldn’t describe the job responsibilities effectively. It felt scummy the whole entire process. I would avoid at all costs. Heard bad things about this place.

      Interview questions [1]

      Question 1

      What is your biggest weakness
      Answer question

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