I applied through a recruiter. The process took 4 weeks. I interviewed at Morgan Stanley (New York, NY) in Jun 2010
Interview
I got the contact through a recruiter. They called me for a phone interview to ask about my experience, and at then to also schedule a time to a 1:1 interview. I was then placed with a team for a interview with the head of the group. I got the offer from the team head, pending manager approval. The third time I went there, I had to prepare a business plan which I presented and then was given the official offer.
Interview questions [1]
Question 1
Tell me how you plan on targeting high net worth individuals and getting access to them.
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?
