Questions entretien Financial Advisor Associate chez Morgan Stanley | Glassdoor.ca

Questions entretien Financial Advisor Associate chez Morgan Stanley

Entretiens chez Morgan Stanley

87 Avis sur les entretiens

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Utile (4)  

Entretien de Financial Advisor Associate

Candidat à l'entretien anonyme - Sacramento, CA (États-Unis)
Aucune offre d'embauche
Expérience positive
Entretien dificile

Candidature

J'ai postulé via une recommandation d'un employé. Le processus a pris 3 semaines. J'ai passé un entretien à Morgan Stanley (Sacramento, CA (États-Unis)) en janvier 2010.

Entretien

Did a brief phone interview followed by testing and then a final sit down interview.

Questions d'entretien d'embauche

  • How many people do you know with a minimum of 75,000 to invest   1 réponse

Autres avis d'entretien pour Morgan Stanley

  1. Utile (8)  

    Entretien de Financial Advisor Associate

    Candidat à l'entretien anonyme - Tampa, FL (États-Unis)
    Aucune offre d'embauche
    Expérience positive
    Difficulté moyenne

    Candidature

    J'ai postulé en ligne. Le processus a pris +3 mois. J'ai passé un entretien à Morgan Stanley (Tampa, FL (États-Unis)) en mars 2010.

    Entretien

    I have just had my 1:1 interview a couple of days ago. I originally applied in the beginning of December, received an online assessment the end of January, and was just called for an in person interview in early March. The interview mainly focused on my prospecting activities in my prior career (mortgages) and what clientele I targeted then. The branch manager here is extremely personable, and I feel the interview went quite well. He sent me home with specific goal and incentive information and told me to call with questions. He did not actually make a job offer, and I will be following up with him this week.

    Questions d'entretien d'embauche

    • You need to develop a base of $10,000,000 AUM in the first 3 years. How will you go about accomplishing this?   Répondre à cette question

  2. Utile (4)  

    Entretien de Financial Advisor Associate

    Candidat à l'entretien anonyme - Berkeley, CA (États-Unis)
    Offres d'embauche déclinées
    Expérience positive
    Difficulté moyenne

    Candidature

    J'ai postulé en ligne. Le processus a pris 2 semaines. J'ai passé un entretien à Morgan Stanley (Berkeley, CA (États-Unis)) en février 2010.

    Entretien

    I had to complete two online assessments and one business plan before I was contacted for a panel interview. After my panel interview, they asked me to come in again as they wanted to make me an offer.

    Questions d'entretien d'embauche

    Raison du refus

    After reviewing the risks and rewards of the position, the position was high risk. Unfortunately, the rewards were not commensurate with the risk.

  3. Utile (2)  

    Entretien de Financial Advisor Associate

    Employé anonyme - San Francisco, CA (États-Unis)
    Offre d'embauche acceptée
    Expérience positive
    Entretien facile

    Candidature

    Le processus a pris 2 semaines. J'ai passé un entretien à Morgan Stanley (San Francisco, CA (États-Unis)) en mars 2010.

    Entretien

    Filled out application online with mini questionnaire, got a call back later that afternoon being informed I would be sent a timed assessment with 3 tested sections- sales philosophy, math, and I forget the last one. Passed the assessment with flying colors and was invited for an in person interview. Didn't think it went so well but moved on to the next step of interview process which was fill out a business plan template

    Questions d'entretien d'embauche

    Négociation

    They matched my old salary for training so they pay pretty well


  4. Utile (2)  

    Entretien de Financial Advisor Associate

    Employé anonyme - Dallas, TX (États-Unis)
    Offre d'embauche acceptée
    Expérience positive
    Entretien facile

    Candidature

    J'ai postulé via un recruteur. Le processus a pris +6 mois. J'ai passé un entretien à Morgan Stanley (Dallas, TX (États-Unis)) en mars 2010.

    Entretien

    Very detailed as there are many SEC and FINRA regulations. They WILL do a background check so don't lie or leave out details. You will have to win over the heart and trust of the Branch Manager. If you have him or her you then you've pretty much got the cat in the bag.

    Questions d'entretien d'embauche

    • Prepare a business plan. Then come up with a ton of people who you think will be prospects that you can call on. They prefer to see clients that will have $250K+ in investable assets.   1 réponse

    Négociation

    Can try and negotiate, but there is a set amount they offer all candidates. Just take it and move on. In the long run the differnece won't matter since you will be making the majority if not all of your money in commissions.


  5. Utile (2)  

    Entretien de Financial Advisor Associate

    Candidat à l'entretien anonyme - Pittsburgh, PA (États-Unis)
    Aucune offre d'embauche
    Expérience positive
    Difficulté moyenne

    Candidature

    J'ai postulé via une recommandation d'un employé. Le processus a pris une semaine. J'ai passé un entretien à Morgan Stanley (Pittsburgh, PA (États-Unis)) en décembre 2010.

    Entretien

    The online application included a few questions about your interests and experience. The next step is a series of tests. I got the email to complete the tests the day after submitting my application. There was a logic test, math test, and personality test. It actually took a long time (>2hrs). After that I was called in for a face to face interview.

    Questions d'entretien d'embauche

    • The main topic of conversation was sales experience/ability/interest. The job is 90% sales (a lot of cold calls).   Répondre à cette question

  6. Utile (3)  

    Entretien de Financial Advisor Associate

    Employé anonyme - Irvine, CA (États-Unis)
    Offre d'embauche acceptée
    Expérience positive
    Difficulté moyenne

    Candidature

    Le processus a pris une semaine. J'ai passé un entretien à Morgan Stanley (Irvine, CA (États-Unis)) en mars 2011.

    Entretien

    The interview was with the Vice President/Branch Manager. He basically asked you how you would develop a business and marketing plan to acquire new clients. Basic interview questions like what are your strengths, why Morgan Stanley, etc... Being a Financial Advisor Associate is all about sales, so make sure you are outgoing and can communicate effectively.

    Questions d'entretien d'embauche

    Négociation

    I had other offers so I was able to negotiate a higher base salary with them.


  7. Utile (2)  

    Entretien de Financial Advisor Associate

    Candidat à l'entretien anonyme - Memphis, TN (États-Unis)
    Aucune offre d'embauche
    Expérience positive
    Difficulté moyenne

    Candidature

    J'ai postulé en ligne. Le processus a pris +2 mois. J'ai passé un entretien à Morgan Stanley (Memphis, TN (États-Unis)) en juillet 2010.

    Entretien

    Called by Branch Manager Asst. to set interview. Interviewed for 20 minutes and passed to next level. E-mailed an assesment test and business plan to complete from home.

    Questions d'entretien d'embauche

  8. Utile (1)  

    Entretien de Financial Advisor Associate

    Employé anonyme - Cleveland, OH (États-Unis)
    Offre d'embauche acceptée
    Expérience positive
    Entretien dificile

    Candidature

    J'ai postulé en ligne. Le processus a pris 3 semaines. J'ai passé un entretien à Morgan Stanley (Cleveland, OH (États-Unis)) en décembre 2010.

    Entretien

    Was recruited by an employee, but it was very professional and all was completed in a timely manner.
    You need to prepare a business plan, contact list, etc. (the usual for an FA job)
    You meet with the Branch Manager for a 1:1 interview where you go over your materials

    Questions d'entretien d'embauche

    Négociation

    No negotiation needed, the base salary is $50,000 and the job provides for unlimited compensation


  9. Utile (6)  

    Entretien de Financial Advisor Associate

    Employé anonyme - Palo Alto, CA (États-Unis)
    Offre d'embauche acceptée
    Expérience positive
    Entretien dificile

    Candidature

    J'ai postulé en personne. Le processus a pris +4 semaines. J'ai passé un entretien à Morgan Stanley (Palo Alto, CA (États-Unis)) en octobre 2011.

    Entretien

    The following process took about a month:

    1) Interview with Branch Manager
    2) (2 days later) Application and resume submission
    3) (an hour later) Personality test (situations are presented and I chose one out of four available reactions), Mathematics test (25 questions all about weighted average portfolio returns and compound growth rates), Logic test (Premise is presented with a conclusion, and I used deductive reasoning--aka common sense--to chose the likelihood of the conclusion. The tests take about 3 hours.
    4) (2 weeks later) Phone interview to prepare me for writing a business plan- very direct questioning about why I will be successful.
    5) (15minutes later) Sent a Business Plan to complete within 10 days. It's about 5 pages of short answer questions wondering how you will gather clients. Sent it back the same day.
    6) (2 weeks later) Final group meeting discussing the viability of my Business Plan.
    7) (Later that afternoon) Hired, salary presented.

    Questions d'entretien d'embauche

    Négociation

    No negotiation, I was shocked how high it was and did not question it.


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