Morgan Stanley Financial Advisor Associate interview questions

Interview process begins with online submission, and a test to gauge your aptitude for passing the series 7 and 66 exams. Business Dev Manager will call for phone interview, and have you fill out a worksheet that will describe your network, and how you intend on building your book of business. This will be the determining factor of whether you get the in person interview. In person is fairly easy, as you go through your network of contacts and discuss your approach strategy. If you get along well with the manager a personalities mesh well, you will most likely get the offer. As with most sales based positions, its more about your personality and network than past experience, although past sales experience will help, especially if its high volume or high net worth clientele.

The staff were extremely friendly and inviting. I had to complete a application, online assessment, phone interview, business plan, and a panel interview for consideration. In the end I was not able to land the position because my network was insufficient to bring in $5 million of revenue per year.