+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 2mo
+6 JP Morgan Private Bank - Asset & Wealth Management Summer Associate 3 1y
+9 JPM PB roles 1 1y
+9 Ceftin: Generic From Doctors Online 1 1y
+66 Goldman Sachs PWM 59 1y
0 Search fund or Wealth Management? 10 1y
+52 BAML is better than every EB 42 1y
+26 Financial Advisory vs. S&O Finance 5 1y
+23 Exits as an Financial Advisor? 16 1y
+264 Private Wealth Management/Private Banking Guide for Associates 61 1y
+9 Am I screwed? 2 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
0 Capital One Analyst vs JPM PWM vs Goldman AM TPD 4 2y
0 PWM - Interviewing with a couple of firms in Houston 8 2y
+14 Global Wealth Management internship interview 32 2y
0 Whats so wrong with Private Wealth /financial advising??? 10 2y
0 PWM internship location? 2 2y
0 PWM Job Security 6 2y
0 PWM or should keep looking? 4 2y
+34 Why You Should (And Shouldn't) Ditch Your Financial Advisor For A Computer 11 2y
0 Kinda screwed this year up, no internship plans this summer, try PWM now? 14 2y
0 Getting a job in PE, PWM, IB, derivatives, Hedge funds etc... 6 2y
+3 Is it way too late for PWM Intenrships in regional offices 5 2y
+13 How do I get on a track for personal financial advisory? 2 2y
+12 Unpaid PWM Internship? 17 2y
0 South Florida banks and smaller PWM boutiques that provide H1b 5 2y
0 Morgan Stanley Financial Advisor: Good Gig? 9 2y
+42 Private wealth management or credit analyst 21 2y
0 Deloitte Financial Advisory Services (FAS) in Arlington, VA 3 2y
+189 How PWM really works (part 1): past, present, future, and $$$ 60 2y
+30 Merrill Lynch Financial Advisor (straight out of college) 18 2y
+19 Boutique IB VS. BAML PWM - Sophomore Summer 12 2y
+22 Is freshmen PWM internship relevant? 5 2y
+3 Internship: JPM Global Wealth Management VS Trading Market Risk at Oil Supermajor 1 2y
+9 Bulge Bracket Wealth Management NYC versus small IB in random city? 3 2y
+15 Freshman Summer Internship Opportunity PWM vs Search Fund Internship for getting into IB 5 2y
+18 22 year old financial advisor 1 2y
+21 Crossing over from Wealth Management to Capital Markets via Grad School 1 2y
+3 Freshmen Morgan Stanley Private Wealth Management internship 1 2y
+12 REPE, PWM or CF? 1 2y
+13 Irish, UK and Dutch Universities for Wealth & Asset Management 2 2y
+183 How PWM really works (part 3): PB v. PWM, lifestyle, hours, day in the life 63 2y
+75 Q&A: 1st year CSA/Financial Advisor for boutique PWM 17 2y
+7 Difference between PWM at BB’s? 3 2y
+3 Financial Restructuring Advisory - Exit Ops? 1 2y
+12 Internal Audit at Citi vs. Risk and Financial Advisory at Deloitte 1 2y
+12 wealth management internship texas 1 2y
+18 Fall internships: Risk or PWM? 6 2y
+19 After Graduation: Goldman Sachs Private Wealth Management or Deloitte S&O? 7 2y
+1 UGA for ATL PWM? 2 2y
+33 Financial Advisory: Personal/Career Gratification? 3 2y
0 Career move advice needed! PWM (multi family office) 1 2y
0 Full-Time Alliance Bernstein PWM Associate 1 2y
+31 Advice needed for next steps in PWM: MS/UBS/ML WM vs GS PWM as WMP? 8 2y
0 Advice for PWM Summer Analysts? 1 2y
0 Baird IB vs. Goldman PWM 1 2y
+15 SAs! Summer NYC Apartment Subleasing / Subletting Opportunity; Late May - End of August 14 3y
+8 Virginia Life Insurance 5 3y
+4 Need a temp room in Charlotte, NC 1 3y
+12 2002 Mercury Cougar transformed into a Bugatti Veyron 5 3y
0 wealth management cover letter help 0 7y
0 PWM internship: need list of companies near Washington DC 0 8y
0 Experienced Financial Advisor in TX seeking Asset Management in the North East 0 8y
0 Wealth Management & Family Office Background 0 10y
0 For Sale: 4 Manhattan GMAT Quant Books + Quant OG 3 12y
+13 Need Help---I Banking Questions--Please Help 9 14y

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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success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”