I applied through a recruiter. The process took 2 months. I interviewed at Morgan Stanley (Boca Raton, FL) in Jan 2008
Interview
I contacted the regional recruiter looking for investment banking opportunities in South Florida. She referred me to the Wealth Management Division. I received a call from Corporate who asked my about my interests, experiences, etc. I spoke with the same lady once more by phone and she gave me specific details about the internship. I arranged an in-person meeting at the regional office and met with the Senior Manager. There was a clear lack of communication between corporate and regional, the guy interviewing me barely knew why I was there. We talked about football and my career path and I left. I received a call from the regional recruiter, who informed me I had been selected. I received a formal application packet by mail, and booked by travel arrangements for the training program in NY with the internal agency. The rest was history.
Other Wealth Management Intern interview reviews for Morgan Stanley
First round interview over Zoom, but I didn’t move on to the next round. The Interview was with another intern and the youngest analyst. All behavioral and fit based, nothing technical.
Meet with more junior associate and more senior one, talk about resume and previous experience and what to expect from role, guaging understanding of investments and market knowledge. Guaging knowledge of what the team does also
I applied online. I interviewed at Morgan Stanley (Minneapolis, MN) in Mar 2026
Interview
Very smooth, talked about wealth management strategies then about portfolio diversification and chatted about hobbies. The interviewer was very friendly and wanted to learn about me. They ended up hiring a local person since I was based in NYC.
Interview questions [1]
Question 1
What is impact investing and how would you put it to a client?
