I applied online. The process took 1 day. I interviewed at Morgan Stanley (Brea, CA) in Jul 2008
Interview
The first part is an online questionnaire that you complete to show your aptitude towards this career path. Then the 1:1 interview with the Branch Manager. This BM was very detailed on his descriptions on what to expect which I appreciated. Answered all my questions, and came off positive towards his own career with the company. This branch seemed very close knit, and approachable to other co-workers. Doesn't have the giant bank-disconcerting feel to it, more welcoming here.
Advice:
Be well prepared to answer questions about your background and what you plan to do with your future.
Interview questions [3]
Question 1
From your previous job, give an example of a time when something went not as expected and you helped make it work out.
20 minute phone call 1st round, then super day for the second round. Three 20 minute interviews. The interview questions were technical and behavioral. They covered market knowledge and other parts of the finance industry.
Interview questions [1]
Question 1
What technical skills do you have that would bering something different to wealth management
I applied online. I interviewed at Morgan Stanley (Sacramento, CA) in May 2024
Interview
The first round is virtual. The interview was interesting and engaging. I actually enjoyed the process. There were math and geometric games afterwards, that were not incredibly difficult. Regarding the interview questions, you were able to practice and record your responses within the time allowed.
Interview questions [1]
Question 1
Describe something difficult that you accomplished in your lifetime.
I applied through an employee referral. I interviewed at Morgan Stanley (Morristown, NJ) in Sep 2023
Interview
I had an initial phone call with the branch manager who was pleasant and direct. He explained the details of the job and the reality of positions available and then directed me to the next step.
Interview questions [1]
Question 1
Q: What are your target networks? Q: What is your experience with finance and/or sales? Q: What is your general background and why do you want to be an FA?