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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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Getting into PWM/private banking isn’t necessarily hard. I saw advisors at my old company who came from investment banking, a school teacher, S&T, engineering. It would be harder to get into a more structured private banking role…but not difficult. You just need to sell unless you would do a support function/investment analysis role.
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