4 Years in to WM/Investment sales - Doomed?
delete
Trending Content - Job Search Advice Forum
Career Resources
WSO Free Modeling Series - Now Open Through
November 30, 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
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
I don’t think wealth management is going anywhere for high net worth. Smaller accounts are being automated at the low end but brokers have been trying to get rid of these accounts anyway. PWM is a relationship business and always will be. Wealthy people will always want help managing their money.
Ut eum velit explicabo aut. Odit dolor voluptatem sunt sed omnis autem ad voluptatem. In ut numquam numquam delectus dolore omnis. Error quis est expedita occaecati et a eos natus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...