I applied online. The process took 4 weeks. I interviewed at Morgan Stanley (San Francisco, CA) in Apr 2024
Interview
15 minute phone call with recruiter. Did not get past this stage. The recruiter was 15 minutes late. Not responsive to follow-ups and would not narrow down the salary range from the $35-80k in the job description,
The interview process was very straightforward and professional. I was asked a mix of behavioral and situational questions, mostly focused on my past experience supporting financial advisors, handling client interactions, and working with account documentation. The interviewers were friendly and wanted to see how I would manage multiple tasks, stay organized, and communicate with both clients and advisors. Overall, it felt more like a conversation than a high-pressure interview, and it was clear they were looking for someone dependable and detail-oriented.
Interview questions [1]
Question 1
They asked me to describe a time when I had to manage competing priorities and how I ensured nothing fell through the cracks.
I applied through an employee referral. The process took 3 weeks. I interviewed at Morgan Stanley (San Diego, CA) in Jul 2023
Interview
My interview was relatively informal. I came from a referral, and the role was for a small team. They were impressed with my licensure/certification progress as someone who has not held a job in the wealth management industry before, but it ended up not being a good fit.
