Discussion TopicRepliesFresh
+117 191w
+54 317mo
+52 761mo
WSO Podcast | E216: Rapid Fire Resume Reviews (Weekly Intern Meetup #13)All Media-
+7 Moving from Consulting into PWM49h
+13 CFA vs CAIA715h
+3 UBS Wealth Management - Hours/Comp/Progression?12d
+6 Audit staff 2 to BB risk and control division13d
+29 Private Banking at JPM435d
+18 PRIVATE BANKING - what do they actually do?115d
+9 Prime Brokerage vs PWM?61w
+3 What do juniors in PWM do in work?11w
+16 Please Help Me Decide - Stay at my current job or take another route?51w
+22 Financial Modeling Courses - Best Options & Discount143w
+40 Q&A: Non target/foreign international in wealth management at a Canadian big five bank.63w
+13 Initial phone interviews + PWM -> IB lateral recruiting43w
0 GS PWM to Consulting at MBB33w
+35 PWM makes more money than people think at the junior level181mo
+24 Blackstone Private Wealth Solutions Interview161mo
+8 How do wealth managers work with private funds?41mo
+16 Should i take PWM role in sophomore year, if my goal is to go into IB?21mo
+400 Do retail financial advisors provide ANY value??1131mo
+28 Why do I need a financial advisor? 61mo
+52 Ask anything about private banking/pwm761mo
+45 BAML is better than every EB451mo
0 Exit Opps for GS?21mo
+19 Advisors: Can you build a book exponentially faster by undercutting on price?31mo
+6 Is Private Banking client facing / social at the assoc level in London?21mo
+3 Advisor Consultant Intern Interview21mo
+3 FA at BB want to transition to AM11mo
+3 Alvarium Tiedemann Merger - Thoughts?11mo
0 NYC Intern Poker Event - Hosted by Kalshi in SoHo11mo
+7 PWM Interview Questions for GS & JPM41mo
+73 10 Things You Wish You Knew Before Starting in Financial Advisory/Wealth Management.222mo
+6 Can I move from WM to IB at a BB?62mo
+7 JPM Private Bank vs. Merrill Lynch Wealth Management32mo
+9 Need some insight on my Internship situation Please12mo
+28 Why would you do this232mo
+26 Financial Advice Will be Commoditized for 99% of People?102mo
+14 Small Firm - Jr. Advisor - Need outside thoughts22mo
+6 Multi Asset Analyst Vs Business Analyst12mo
+4 PWM Internships- Worth it?32mo
+3 how can I acquire market data cheaply to validate an idea?12mo
+3 What’s your favorite wealth management book?12mo
0 Financial Advisory12mo
+1 wealth management 12mo
+9 Which job seems best? Morgan Stanley CSA vs UBS FA trainee vs Edward Jones FA 12mo
0 Is Goldman Sachs Ayco good for full-Time Wealth Management career?33mo
+9 Switch from discretionary to advisory PM within firm13mo
+6 Bonus Levels in PB/WM13mo
+14 Career Path - Investment Advisor 23mo
+3 HSBC Private Bank or DB Wealth Management?13mo
+10 How would you invest $5m cash?24mo
+13 Charged with a FAKE ID (citation) and planning to work in banking104mo
+18 Discussing overcoming ADHD in elevator pitch 54mo
+3 GS PWM SA - How Technical Are The Teams?34mo
+15 Working with an Idiotic Boss24mo
+18 Wealth Management vs. Corporate Finance44mo
+6 JPM Wealth Management 24mo
+3 Anyone Experienced Goldman(or other banks) PWM hirevue?14mo
+24 PE from Wealth Management?75mo
+9 Am I screwed?25mo
+6 TFSA vs RRSP15mo
+6 PM at Wealth Management firm -- comp?35mo
0 Financial Advisor compensation25mo
+22 Is This a Good Gig? Investment Management for Wealth Management125mo
+6 PWP Chicago15mo
+24 Traditional Private Equity vs. Sovereign Wealth Funds75mo
+9 Deloitte Financial Risk and Regulatory Advisory?? Good service line?15mo
+9 PWM opportunity advice: Is owning the trading and execution of a boutique a worthwhile job?16mo
+13 Is a "Financial Advisor" all the finance jobs put into one person?66mo
+9 PE - Carrying Interest and the State of Private Equity - exponential wealth generation16mo
+2 Analyst PWM hours - London?116mo
+21 Assessment tests Morgan Stanley Smith Barney’s Financial Advisor Associate Training Program136mo
+3 Mid-tier (BDO, RSM & GT) Transaction advisory service(TAS) / Financial Due Diligence (FDD) VS. Houlihan Lokey/Kroll?Thank you guys!!!16mo
+2 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB?66mo
+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 Charlotte26mo
0 Plz give advice: Sophmore MS PWM in NYC or no-name IBD?16mo
0 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB?16mo
+2 How to answer some common PWM Interview Questions17mo
+6 Sophmore at IVY, got MS Wealth Management Internship in NYC through MD family connection, should I take this?17mo
+3 JP Morgan Private Banking/Wealth Management17mo
0 DealMaven versus Wall Street Prep (comparing financial training solutions)377mo
+6 PNC Financial Institutions Group (FIG) Advisory27mo
+9 Transition from Risk Technical Analyst IP to Private Banking/ PWM17mo
+5 Financial Advisor Trying To Get Into PE47mo
0 PWM vs GWM47mo
+3 UBS Financial Advisor Associate Program17mo
0 ibankers' view on pwm and equities research67mo
+1 Wealth Management vs Investment Management Salaries47mo
0 ABN AMRO Sales & Trading or Deustche Private Wealth Management?47mo
0 Wealth Management to S+T57mo
0 Macquarie IBD vs. Morgan Stanley PWM37mo
0 For those in PWM87mo
+8 Value of a Financial Advisor127mo
0 UBS operations or Merrill Lynch pwm? Which internship will help me more in the long run?97mo
+9 How Do You Sell Your Wealth Management Internship in Interviews?67mo
0 Small hedge fund vs. BB PWM?177mo
+13 Deutsche Bank PWM in LA197mo
+10 difference between investment management and wealth management?87mo
0 Merrill Lynch PWM Internship Interview next week....questions? advice?267mo
0 Picture proof that PWM>IBD47mo
0 Goldman PWM or Citi Capital Markets97mo
Start Discussion

Career Advancement Opportunities

September 2022 Investment Banking

  • Jefferies & Company (▲05) 99.6%
  • Lincoln International (= =) 99.2%
  • Bank of America Merrill Lynch (▲04) 98.8%
  • Financial Technology Partners (+ +) 98.5%
  • Evercore (▽02) 98.1%

Overall Employee Satisfaction

September 2022 Investment Banking

  • Jefferies & Company (▲12) 99.6%
  • Greenhill (▲07) 99.2%
  • Evercore (▲01) 98.8%
  • PJT Partners (▽02) 98.4%
  • Macquarie Group Limited ABN (▲21) 98.1%

Professional Growth Opportunities

September 2022 Investment Banking

  • Jefferies & Company (▲05) 99.6%
  • Lincoln International (▲03) 99.2%
  • PwC Corporate Finance (▲12) 98.8%
  • Bank of America Merrill Lynch (▲05) 98.5%
  • Houlihan Lokey (▲05) 98.1%

Total Avg Compensation

September 2022 Investment Banking

  • Director/MD (10) $613
  • Intern/Summer Analyst (318) $407
  • Vice President (38) $392
  • Associates (209) $257
  • 2nd Year Analyst (130) $163
  • 3rd+ Year Analyst (19) $160
  • 1st Year Analyst (438) $151
  • Intern/Summer Associate (83) $150