I applied through university.Ā I interviewed at Morgan Stanley (New York, NY) in Mar 2017
Interview
Very welcoming actually! Mainly fit and behavioral questions. I felt that in my interviews they wanted to get to know me rather than grill me on technical questions. Private Wealth Management is about cultivating relationships with your clients. You have to be a people person in this industry and some one your clients can trust. I first interviewed with the head of the New York Department. Then I met with the head of the admin group. A month later I met with 2 teams for a total of 10 interviews. I would rather call these conversations as they were really casual. The teams just want to see if they can put up with you all day. Great environment and people to work in and with. Big thing they do is look at the bottom of your resume to see what your activities are outside of work. That was a selling point for them on me.
Simple, they were very welcoming and straightforward. I felt comfortable when I got there, but I could tell they wanted someone with more experience than me. It only lasted 30 minutes and they only really wanted to hear me talk about my experiences and asked one behavioral question.
Interview questions [1]
Question 1
Describe a time you had a disagreement with a team member.
Little to no situational questions asked. Very casual interview. Went over past experience and jobs listed on my resume. Phone screening, in-person with manager, and a second in-person with branch leader and manager.
I applied online.Ā The process took 1 day.Ā I interviewed at Morgan Stanley (Palo Alto, CA) in Dec 2025
Interview
Very straightforward. Told me more about the role. Was looking for someone to start in January, but I don't graduate until June. Said she'd pass my resume along nonetheless (don't think anything will come of it considering they are looking for someone to start ASAP).
Interview questions [1]
Question 1
What are your greatest strengths? Why are you interested in this position?