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      Morgan Stanley

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      Financial Advisor Interview

      22 Nov 2012
      Anonymous interview candidate
      Red Bank, NJ
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 4 months. I interviewed at Morgan Stanley (Red Bank, NJ) in Jan 2012

      Interview

      The process was like Ground Hog Day(all over again). I first met with the local manager in 2006 and had an excellent interview. I was passed on to the complex manager with similar results. My final interview was with the complex marketing director. After driving 2 hours, I was given a cursory 11 minute interview, never to hear again. Fast forward to 2012. I received a call from the complex director (a new one) approximately 7 months after submitting an online application. After driving and hour and a half to meet him, we spent 15 minutes talking and I was passed onto the local office director. We met again, basically rehashing our interview from 6 years prior with the same result, he wished to move forward. After not hearing back for awhile, I pursued him and was told that they were not hiring now and that I might hear back in 3 months or so. At this point, I assumed that this nightmare had finally been put to rest....I was wrong. Approximately 3 months later, the local manager reached out again, asking if I would mind meeting with the new complex director (alot of stability). Not able to walk away from a train wreck, I drove an hour and a half to meet with him. I eventually got to meet with his assistant whom was dismissive, and had obviously not read any of the information giver to the prior interviewers. After 10 minutes, he told me that they were not in an active hiring phase at the time. Seeing how they deal with their own employees and prospects, I would be loathe to expose my client base to such treatment.(It looks like, no matter how many times I interview with them, though, I would never be given the opportunity to, though)

      Interview questions [1]

      Question 1

      I know weve interviewed you three previous times, offered you the position and then said we had a hiring freeze, but, would you like to interview again?
      1 Answer
      2

      Other Financial Advisor interview reviews for Morgan Stanley

      Financial Advisor Interview

      3 Oct 2025
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I interviewed at Morgan Stanley

      Interview

      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?
      1 Answer

      Financial Advisor Interview

      30 Sept 2024
      Anonymous interview candidate
      No offer
      Neutral experience
      Easy interview

      Application

      I interviewed at Morgan Stanley

      Interview

      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 questions [1]

      Question 1

      Tell us about you please.
      Answer question

      Financial Advisor Interview

      17 May 2024
      Anonymous interview candidate
      Naperville, IL
      Declined offer
      Positive experience
      Average interview

      Application

      I interviewed at Morgan Stanley (Naperville, IL)

      Interview

      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?
      Answer question