I applied online. The process took 4 weeks. I interviewed at Morgan Stanley
Interview
I applied online and received a reply the next day asking me to take the online assessments. I completed the assessments and received an email asking to fill out business plan. Got called to come in for an interview about a month later. It was a very professional interview. We acquainted ourselves briefly and jumped right into it. The interview itself took about 45 minutes and ended with me having an opportunity to ask a few questions. I felt it went well especially since they told me I did quite well on the online assessments. I got a call back about a week later informing me that they were going with someone else. Even though I didn't get the job, I understand this is part of the job searching process and felt that the overall experience was extremely professional.
Interview questions [1]
Question 1
They are trying to see if you can sell Yourself. Describe your most recent sell? What do you think your strongest and weakest attributes are? Explain how you formulated your business plan and why you think it's viable? How do you think you did on the assessment?
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 Sept 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?