Former Client Service Associate role at Morgan Stanley
about 2 years ago
It depends. I know that might not be what you want to hear, but every advisor or advisory group is different. Some might want a quiet worker. Others might want someone with attitude and hustle. Some might do formal interviews or screening. How I did it was, I threw on my tailored suit, walked in and asked to speak with someone. They liked that. They liked how I didn't email or call trying to scope them out first, but took initiative to dress the part, walked in and asked for what I wanted. I had a confident, friendly, and personable attitude and related to a couple of the advisors in the group because I grew up locally. I was inquisitive and asked questions about them and found out I knew one of their grandkids. I didn't have a formal interview. I bonded with them in a group conversation on an honest level. My situation was a bit unique because I created it for myself. Passion and attitude matters.