Wealth Management Intern

Status
Intern at
Group/Division/Type
Investments
City
Boca Raton
Interviewed
April 2026
Overall experience
Positive
Difficulty
Average

General Interview Information

Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
1-2 months

Interview Details

What did the interview consist of?
Phone Interview
1 on 1 Interview
Background Check
Please describe the interview / hiring process.
The initial interview was a zoom meeting that consisted of questions like, walk me through your resume, why Morgan Stanley, and a few other behavioral questions. The second interview was an in-office meeting with the current intern and the FA. They had me perform an analysis on what I would do in certain situations - mostly client facing. The third interview was zoom again asking brief market knowledge.
Overall Company Rankings
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Other Interview Data

Associate (Vice President)
Goldman Sachs, CHICAGO, 2016
Trader (Vice President)
HSBC, New York, 2022
Vp (Vice President)
Morgan Stanley, New York, 2021
Vp (Vice President)
Morgan Stanley, New York, 2021
Quantitative Strategist (Vice President)
Morgan Stanley, NA, 2020

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