Multiple 30 minute interviews with different team members. Conversational and mostly to get to know personality fit and understanding of the responsibilities of the role and expectations for passing Series 7 and 66
Interview questions [1]
Question 1
Describe the tools used for time management and organization of responsibilities.
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. The process took 1 day. 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?
