Dec 24, 2014
Trending Content - Wealth Management
Career Resources
Career Advancement Opportunities
July 2026 Investment Banking
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Evercore 01 99.4%
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Moelis & Company 01 98.9%
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JPMorgan 01 98.3%
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Guggenheim Partners 01 97.7%
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Morgan Stanley 07 97.1%
Overall Employee Satisfaction
July 2026 Investment Banking
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Moelis & Company No 99.4%
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Evercore No 98.8%
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Morgan Stanley 01 98.3%
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BMO Capital Markets 13 97.7%
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Banco Santander 01 97.1%
Professional Growth Opportunities
July 2026 Investment Banking
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Evercore 01 99.4%
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Moelis & Company 01 98.9%
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Morgan Stanley 06 98.3%
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Goldman Sachs 01 97.7%
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JPMorgan 01 97.1%
Total Avg Compensation
July 2026 Investment Banking
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Vice President (15) $434
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Associates (46) $258
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3rd+ Year Analyst (8) $210
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2nd Year Analyst (22) $179
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Intern/Summer Associate (13) $156
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1st Year Analyst (80) $150
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Intern/Summer Analyst (73) $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...”
CFA is a must for PWM
What are you looking to do within PWM?
CFP might be better.
There are many designations for PWM. I think I would have a better client base with a CFA and CPWM.
Clients don't know what any of those mean and it wouldn't really help in the end. CFA would be helpful if you do PM work and manage the clients money
Build your practice and worry about which designation you need later. I have seen countless people fail in PWM regardless of their education or credentials.
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