+6 Bonus Levels in PB/WM 1 1y
+18 PRIVATE BANKING - what do they actually do? 11 1y
+7 PWM Interview Questions for GS & JPM 4 1y
0 Is Goldman Sachs Ayco good for full-Time Wealth Management career? 3 1y
+14 Small Firm - Jr. Advisor - Need outside thoughts 2 1y
+14 Career Path - Investment Advisor 2 1y
+3 HSBC Private Bank or DB Wealth Management? 1 1y
+13 Charged with a FAKE ID (citation) and planning to work in banking 11 1mo
+3 GS PWM SA - How Technical Are The Teams? 3 1y
+10 How would you invest $5m cash? 2 1y
+19 Discussing overcoming ADHD in elevator pitch 5 1y
+3 Anyone Experienced Goldman(or other banks) PWM hirevue? 1 1y
+15 Working with an Idiotic Boss 2 1y
+3 Advisor Consultant Intern Interview 2 1y
+6 TFSA vs RRSP 1 2y
+26 Financial Advice Will be Commoditized for 99% of People? 10 1y
+13 JP Morgan PB hours (SOlutions) 23 1y
+9 Am I screwed? 2 2y
+6 PWP Chicago 2 5mo
+9 Deloitte Financial Risk and Regulatory Advisory?? Good service line? 1 2y
+25 Traditional Private Equity vs. Sovereign Wealth Funds 8 1y
+9 PWM opportunity advice: Is owning the trading and execution of a boutique a worthwhile job? 1 2y
+4 PWM Internships- Worth it? 3 1y
+13 Is a "Financial Advisor" all the finance jobs put into one person? 6 2y
+9 PE - Carrying Interest and the State of Private Equity - exponential wealth generation 1 2y
+2 Analyst PWM hours - London? 11 2y
+3 Mid-tier (BDO, RSM & GT) Transaction advisory service(TAS) / Financial Due Diligence (FDD) VS. Houlihan Lokey/Kroll?Thank you guys!!! 1 2y
+2 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB? 6 2y
0 Plz give advice: Sophmore MS PWM in NYC or no-name IBD? 1 2y
0 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB? 1 2y
+2 How to answer some common PWM Interview Questions 1 2y
+1 Waiting To Hear If I got an offer From Wells Fargo 2022 Wealth & Investment Management Analyst Program Banking Lending & Trust - Products Development and Innovation Charlotte 2 2y
+6 Sophmore at IVY, got MS Wealth Management Internship in NYC through MD family connection, should I take this? 1 2y
+6 PM at Wealth Management firm -- comp? 3 2y
+6 JPM Wealth Management 2 1y
+3 JP Morgan Private Banking/Wealth Management 1 2y
+10 Transition from Risk Technical Analyst IP to Private Banking/ PWM 1 2y
+5 Financial Advisor Trying To Get Into PE 4 2y
+6 PNC Financial Institutions Group (FIG) Advisory 3 1y
+70 GS Private Wealth Management post MBA 35 1y
+5 What will the younger generations do for wealth management? 1 2y
+16 Blackrock Fundamental Equities vs Blackrock Financial Market Advisory 6 2y
+3 New GS PWM Associate Salary 2 2y
+12 PB/PWM 2021 BONUSES? 52 2y
+4 UBS Wealth Management Question 3 2y
0 Baird IB vs. Goldman PWM 1 2y
+6 PWM Salary Thread 2 2y
+5 GS vs JPM wealth management, need advice choosing one between the two 4 2y
+16 Is being a CPA before PWM a good idea? 6 2y
0 Advice for PWM Summer Analysts? 1 2y
+3 What kind of research do financial advisors (RIAs) buy to invest their clients' money? 1 2y
+11 Sophomore internship: PWM vs. boutique vs. Top defense company 1 2y
+57 Ask anything about private banking/pwm 82 1mo
+10 Internship comparison: PWM vs. boutique vs. Top defense company 3 2y
+11 Top Financial Advisor Firms? 9 2y
0 Typical PWM Salaries EB & BB? 2 2y
+9 Deloitte Financial Advisory to Investment Banking Advice needed , Toronto 1 2y
+23 PWM -> IBD in Canada 13 2y
+12 PWM Analyst Attempting to Break Into AM (Worthwhile to Pursue an MBA Program?) 4 2y
+23 Exits as an Financial Advisor? 16 1y
+3 Business Advisory Services & Financial Advisory Firms in India 1 2y
+36 IB/buyside to Wealth Management 21 2y
+6 Goldman Sachs PWM Market Solutions Group 1 2y
0 Goldman Sachs PWM vs. EY Transactional Real Estate 1 2y
+3 Goldman Sachs PWM vs. EY Transactional Real Estate 8 2y
+1 US bank corporate banking role or Morgan Stanley wealth management? 7 2y
0 Bail on Morgan Stanley PWM CSA Role? 1 2y
0 JP Morgan Wealth Management or EY Parthenon Internship Offer 6 2y
+9 Financial Advisor trying to break into IB 1 2y
+9 Wealth Management Recruiting Decision 1 2y
0 BoA Wealth Management Rising Sophomore Summer Analyst Program 1 2y
0 BoA Wealth Management Rising Sophomore Summer Analyst Program 1 2y
+3 BoA Wealth Management Rising Sophomore Summer Analyst Program 1 2y
+1 Will China Asset/Wealth Management sector surpass the US's in the next 40 years? 4 2y
+126 Private Wealth Management: Is it a Zero-Sum Game 19 1y
+6 EY-Parthenon Deal Technology vs Deloitte Risk & Financial Advisory - Technology? 1 2y
+3 Finance/Wealth Management Intern Advice?! 1 2y
+25 Which is the best to start in: Corporate Finance, Commercial Banking, or Wealth Management? 11 2y
+3 Exclusive financial advisor vs financial advisor in M&A? 7 2y
+3 Off-Cycle Morgan Stanley Wealth Management Internship 1 2y
+6 Stepping stones to pivot from PWM to IB 1 2y
0 Audit vs PWM 1 2y
+6 GS PWM 1 2y
+11 Would you recommend against pursuing PWM? 1 2y
+3 PWM full time 2022 1 2y
+3 Wealth Management to Equity Research? 1 2y
+23 Wealth Management to Equity Research 7 2y
0 Goldman wealth management in Boston 4 2y
+6 Put a wealth management part-time job in Resume? 2 1y
+9 Operations at Hedge Fund or Wealth Management? 1 2y
+3 Important Things to Know About the Financial Advisor 1 2y
+6 Is it possible to go into PWM from IB? 6 2y
+8 Wealth Management Investing vs Client Side 3 2y
+8 Big 4’s Financial advisory ranking 5 2mo
+8 Can you be a PWM client of your own firm? 1 2y
+12 How to get to a full time wealth management job? 1 2y
0 CAIA designation for Wealth Management 1 2y
+3 GS PWM Salary increase ? 3 2y
+39 Takeover wealth management firm or take IB FT offer? 14 2y
0 Goldman Sachs PWM Superday 2022 6 2y

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

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From 10 rejections to 1 dream investment banking internship

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