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Morgan Stanley Financial Advisor Trainee Interview Questions

Updated 10 Jul 2018

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Found 37 of over 6.1T interviews

Interviews at Morgan Stanley

Experience
Positive57%
Negative23%
Neutral20%
Getting an Interview
Applied online52%
Employee Referral24%
Other10%
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Interviews for Top Jobs at Morgan Stanley

Morgan Stanley

Financial Advisor Trainee Interview

Anonymous Interview Candidate in Los Angeles, CA

No Offer
Positive Experience
Average Interview
Application

I applied online. The process took 2 weeks. I interviewed at Morgan Stanley (Los Angeles, CA) in Feb 2017

Interview

Financial Advisor role generating new clients to sale financial products and grow your book of business. Very hard beginning process but longer rewarded. Phone interview with recruiter screening prospects that are qualified by company standards in this role.

Interview Questions
  • Phone interview
    Answer Question
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Morgan Stanley

Financial Advisor Trainee Interview

Anonymous Employee in New York, NY

Accepted Offer
Positive Experience
Average Interview
Application

I applied through an employee referral. I interviewed at Morgan Stanley (New York, NY) in Sept 2016

Interview

Applied online then took an online test. It was an easy test that looked into how well you found number patterns. After two weeks I had a phone interview about basic questions, such as explain a time when you had a dissatisfied customer. One month later i had an interview with the office manager. The next step is to fill out a business plan and submit it.

Interview Questions
  • Explain a time when you had a dissatisfied customer.
4 people found this interview helpful

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Consulting India

1m

works at 

Morgan Stanley

Hello guys, I want to invest some amount of my salary in Mutual funds. I tried to do the same but it is asking to create a demat ac. I don't want to create it because again I have to change the bank from ICICI to HDFC and also have to ask permission from Morgan Stanley (As per policies). This is the first time I will be investing in Mutual funds. Can you all please guide me how can I do it without creating demat account. HR told that mutual fund investment we can do without demat also.

4

6 Comments

Morgan Stanley

Financial Advisor Trainee Interview

Anonymous Employee in Los Angeles, CA

Accepted Offer
Neutral Experience
Easy Interview
Application

I applied through other source. The process took 2 weeks. I interviewed at Morgan Stanley (Los Angeles, CA) in Feb 2016

Interview

They have you fill out a business plan on what you will do to acquire assets, then you go over that business plan with management and what process you will do to acquire assets.

Interview Questions
  • What will you do to acquire assets?
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Morgan Stanley

Financial Advisor Trainee Interview

Anonymous Employee in Atlanta, GA

Accepted Offer
Positive Experience