financial planner
Mar 03, 2011
Career Resources
WSO Virtual Bootcamps
Career Advancement Opportunities
November 2026 Investment Banking
-
Evercore 01 99.5%
-
Moelis & Company 01 99.0%
-
JPMorgan 01 98.4%
-
Guggenheim Partners 02 97.9%
-
Morgan Stanley 06 97.4%
Overall Employee Satisfaction
November 2026 Investment Banking
-
Moelis & Company No 99.5%
-
Morgan Stanley 02 99.0%
-
Evercore 01 98.4%
-
Banco Santander 02 97.9%
-
BMO Capital Markets 13 97.4%
Professional Growth Opportunities
November 2026 Investment Banking
-
Evercore 01 99.5%
-
Moelis & Company 01 99.0%
-
Morgan Stanley 05 98.4%
-
Goldman Sachs 01 97.9%
-
JPMorgan No 97.4%
Total Avg Compensation
November 2026 Investment Banking
-
Vice President (16) $429
-
Associates (57) $264
-
3rd+ Year Analyst (8) $210
-
2nd Year Analyst (29) $183
-
Intern/Summer Associate (16) $161
-
1st Year Analyst (84) $151
-
Intern/Summer Analyst (77) $101
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...”
Leaderboard
| 1 | |
99.2 |
| 2 | |
99.0 |
| 3 | |
99.0 |
| 4 | |
99.0 |
| 5 |  |
98.9 |
| 6 | |
98.9 |
| 7 | |
98.9 |
| 8 |  |
98.9 |
| 9 | |
98.9 |
| 10 | |
98.8 |
From 10 rejections to 1 dream investment banking internship
“... I believe it was the single biggest reason why I ended up with an offer...”
1) You usually need courses in Linear Algebra III, Abstract Algebra, Real Analysis, ODE, Multi variable Calculus and Stochastic Calculus. Partial Differential Equations wouldn't hurt either. Financial planning has become increasingly quantitative over the past decade do to the portfolio modelling thats involved in the process.
2) The CSC and CFP will satisfy the minimum requirement. Most financial planners at my bank's branch have an MBA from either Schillich or Rotman, or a Masters in a quantitative field such as Mathematics, Statistics, Computer Science or Engineering. In addition, I recently met Financial Planner had a PhD in Astrophysics from MIT. Brilliant guy- he was a baller at the TD bank branch besides the No Frills supermarket in Scarborough.
3) I'm gonna skip this one. It's mortifying to think that you'd even ask such a question.
4) I started at $85,000. Evidently, I'm really good at my job or I'd be out of one. I am a fucking millionaire. It's a weird thing to hear, right? I'll tell ya. It's a weird thing to say... And guess how old I am. Twenty-seven. You know what that makes me here? A fuckin' senior citizen.
5) What do you think?
6)
[quote=Bi-Winning]1) You usually need courses in Linear Algebra III, Abstract Algebra, Real Analysis, ODE, Multi variable Calculus and Stochastic Calculus. Partial Differential Equations wouldn't hurt either. Financial planning has become increasingly quantitative over the past decade do to the portfolio modelling thats involved in the process.
2) The CSC and CFP will satisfy the minimum requirement. Most financial planners at my bank's branch have an MBA from either Schillich or Rotman, or a Masters in a quantitative field such as Mathematics, Statistics, Computer Science or Engineering. In addition, I recently met Financial Planner had a PhD in Astrophysics from MIT. Brilliant guy- he was a baller at the TD bank branch besides the No Frills supermarket in Scarborough.
3) I'm gonna skip this one. It's mortifying to think that you'd even ask such a question.
4) I started at $85,000. Evidently, I'm really good at my job or I'd be out of one. I am a fucking millionaire. It's a weird thing to hear, right? I'll tell ya. It's a weird thing to say... And guess how old I am. Twenty-seven. You know what that makes me here? A fuckin' senior citizen.
5) What do you think?
6)
]yeah i agree complete wid u cus i work for a financial planner in one of the biggest firms in canada and what u say sounds just about right. but the person i work for has an HBA from ivey, and a CFA but no mba or master's degree. i guess cfa is equivalent of masters tho.
[quote=Bi-Winning]1) You usually need courses in Linear Algebra III, Abstract Algebra, Real Analysis, ODE, Multi variable Calculus and Stochastic Calculus. Partial Differential Equations wouldn't hurt either. Financial planning has become increasingly quantitative over the past decade do to the portfolio modelling thats involved in the process.
2) The CSC and CFP will satisfy the minimum requirement. Most financial planners at my bank's branch have an MBA from either Schillich or Rotman, or a Masters in a quantitative field such as Mathematics, Statistics, Computer Science or Engineering. In addition, I recently met Financial Planner had a PhD in Astrophysics from MIT. Brilliant guy- he was a baller at the TD bank branch besides the No Frills supermarket in Scarborough.
3) I'm gonna skip this one. It's mortifying to think that you'd even ask such a question.
4) I started at $85,000. Evidently, I'm really good at my job or I'd be out of one. I am a fucking millionaire. It's a weird thing to hear, right? I'll tell ya. It's a weird thing to say... And guess how old I am. Twenty-seven. You know what that makes me here? A fuckin' senior citizen.
5) What do you think?
6)
]How did people miss the boiler room reference #4 wow....
Impressive Bi-winning. What makes you successful at your job? What do you do most part of the day, coldcalling?
Winning.
Psh, more like bi-winning.
Very good, maybe you could explain in more detail? ;)
wtf he wont need those high lvl math classes
He was kidding you know....
You need social skills and drive.
Vel beatae amet quia maxime quasi voluptatibus. Vel quia dolores quaerat incidunt aliquid nobis. Quis ut quia libero quaerat.
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...