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

Questions entretien Financial Advisor Trainee chez Morgan Stanley

Entretiens chez Morgan Stanley

37 Avis sur les entretiens

Expérience

Expérience
57%
20%
23%

Obtenir un entretien

Obtenir un entretien
52%
24%
10%
7
7

Difficulté

2,7
Moyenne

Difficulté

Difficile
Moyenne
Facile

 

Entretien de Financial Advisor Trainee

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

Candidature

J'ai postulé en ligne. Le processus a pris 2 semaines. J'ai passé un entretien à Morgan Stanley (Los Angeles, CA (États-Unis)) en février 2017.

Entretien

Financial Advisor role generating new clients to sale financial products and grow your book of business. Very hard beginning process but longer rewarded. Phone interview with recruiter screening prospects that are qualified by company standards in this role.

Questions d'entretien d'embauche

Autres avis d'entretien pour Morgan Stanley

  1.  

    Entretien de Financial Advisor Trainee

    Employé anonyme - Los Angeles, CA (États-Unis)
    Offre d'embauche acceptée
    Expérience neutre
    Entretien facile

    Candidature

    J'ai postulé via une autre source. Le processus a pris 2 semaines. J'ai passé un entretien à Morgan Stanley (Los Angeles, CA (États-Unis)) en février 2016.

    Entretien

    They have you fill out a business plan on what you will do to acquire assets, then you go over that business plan with management and what process you will do to acquire assets.

    Questions d'entretien d'embauche

    • What will you do to acquire assets?   1 réponse

  2.  

    Entretien de Financial Advisor Trainee

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

    Candidature

    J'ai postulé en ligne. Le processus a pris +3 mois. J'ai passé un entretien à Morgan Stanley (Atlanta, GA (États-Unis)) en novembre 2014.

    Entretien

    Multiple phone interviews and one in-person interview at a branch. It was not a very difficult process. You must be licensed for this position. You have a small window of time to pass the Series 7 exam after you are hired.

    Questions d'entretien d'embauche

  3. Utile (4)  

    Entretien de Financial Advisor Trainee

    Employé anonyme - New York, NY (États-Unis)
    Offre d'embauche acceptée
    Expérience positive
    Difficulté moyenne

    Candidature

    J'ai postulé via une recommandation d'un employé. J'ai passé un entretien à Morgan Stanley (New York, NY (États-Unis)) en septembre 2016.

    Entretien

    Applied online then took an online test. It was an easy test that looked into how well you found number patterns. After two weeks I had a phone interview about basic questions, such as explain a time when you had a dissatisfied customer. One month later i had an interview with the office manager. The next step is to fill out a business plan and submit it.

    Questions d'entretien d'embauche

    • Explain a time when you had a dissatisfied customer.   1 réponse

  4.  

    Entretien de Financial Advisor Trainee

    Employé anonyme - Orland Park, IL (États-Unis)
    Offre d'embauche acceptée
    Expérience neutre
    Difficulté moyenne

    Candidature

    J'ai postulé en ligne. J'ai passé un entretien à Morgan Stanley (Orland Park, IL (États-Unis)) en juin 2013.

    Entretien

    The interview process was conversational, speaking about your experience, manager tries to get a feeling for your abilities and match. The branch manager was honest that this profession is difficult. Though the 90% failure rate did not come up in the interview.

    Questions d'entretien d'embauche

    • What in your experience makes you a good candidate for this position?   1 réponse

    Négociation

    Negotiation did not appear to be an option as I was new to the field. I would suggest asking how they help you gain clients and meet production goals.


  5.  

    Entretien de Financial Advisor Trainee

    Employé anonyme - Pittsburgh, PA (États-Unis)
    Offre d'embauche acceptée
    Expérience négative
    Entretien facile

    Candidature

    J'ai postulé en ligne. Le processus a pris 1 jour. J'ai passé un entretien à Morgan Stanley (Pittsburgh, PA (États-Unis)) en avril 2011.

    Entretien

    Basically I showed up, was stuck in an empty office and told to make a test call with the sole purpose of gaining an appointment on a cold call. It was not "live" it was to a testing center/company that role played the caller you would be reaching and the normal objections and stalls they would give someone cold calling.

    Questions d'entretien d'embauche


  6.  

    Entretien de Financial Advisor Trainee

    Employé anonyme - Punta Gorda, FL (États-Unis)
    Offre d'embauche acceptée
    Expérience positive
    Entretien facile

    Candidature

    J'ai postulé en ligne. Le processus a pris 2 jours. J'ai passé un entretien à Morgan Stanley (Punta Gorda, FL (États-Unis)) en janvier 2013.

    Entretien

    I applied online to their application. I then received a phone call to schedule an interview. I interviewed a few days later for an hour and then was offered the position after the interview.

    Questions d'entretien d'embauche


  7. Utile (10)  

    Entretien de Financial Advisor Trainee

    Candidat à l'entretien anonyme - Syracuse, NY (États-Unis)
    Aucune offre d'embauche
    Expérience neutre
    Entretien dificile

    Candidature

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

    Entretien

    Very long interview process. I started with apply for the position on their website. About a month later I was contacted to complete the online testing. Part of the texting related to the series examinations to conclude if you would have the ability to pass the licensing. The other portion was more along the lines of personality and skills testing.

    I followed up with several people to hear nothing back. About a month later, I was contacted by the Branch Manager, who wanted to speak with me on the phone. It was an interview over the phone. Basically selling myself, showing confidence. Meanwhile he discussed my testing results. I was then invited to an in-person interview. I was required to bring a business plan.

    I went to the first in-person interview. This was very high stress. It lasted about an hour and ended with him setting a timer for about 2 minutes and told me to sell myself on why I should be hired for this position and what do I have versus the competition. After the interview concluded I was then invited to another interview at a larger office.

    During the interview I was informed that the first few years could be working on average 80 hours a week. He stated when he would leave the office, I would be expected to stay. After giving the position some thought, I declined the interview. Working 80 hours per week would be extremely difficult for myself at this point in my life.

    Questions d'entretien d'embauche

    • You will be dealing with many clients who are older than you. Treat me like one of those clients and explain to me what kind of life experiences you have that would allow me to trust in you to invest my life time savings.   Répondre à cette question
  8. Utile (3)  

    Entretien de Financial Advisor Trainee

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

    Candidature

    J'ai postulé en ligne. Le processus a pris +4 semaines. J'ai passé un entretien à Morgan Stanley (Houston, TX (États-Unis)) en octobre 2013.

    Entretien

    easy interview, 1 month process, 1 phone interview, if you pass you have to send your project for business plan, and then the final interview,

    Négociation

    real easy


  9. Utile (6)  

    Entretien de Financial Advisor Trainee

    Employé anonyme - Vero Beach, FL (États-Unis)
    Offre d'embauche acceptée
    Difficulté moyenne

    Candidature

    J'ai postulé en ligne. Le processus a pris +6 semaines. J'ai passé un entretien à Morgan Stanley (Vero Beach, FL (États-Unis)).

    Entretien

    First interview is meet and greet with branch manager. 2nd interview is a panel interview with 2 other advisors. last interview is with the complex business development manager or the complex manager. be prepared.


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