+38 Financial advisor father 24 18h
+3 Working at SWF in UAE 3 5mo
+9 Need some advice ahead of an AC regarding languages 1 10mo
+4 Why is Wealth Management important? 6 1y
+66 Goldman Sachs PWM 59 1y
+12 Strategy Consulting after KPMG Financial Advisory 1 1y
+264 Private Wealth Management/Private Banking Guide for Associates 61 2y
+18 Wealth Management vs. Corporate Finance 4 2y
+9 PE - Carrying Interest and the State of Private Equity - exponential wealth generation 1 2y
0 Financial Advisor chances for top 25 MBA? 3 2y
0 Goldman Private Wealth Management Associates 11 2y
+7 How do you value a wealth management practice? 4 2y
0 PWM interview case study at a $2bn+ AUM firm. 3 2y
0 PWM or should keep looking? 4 2y
0 REIT SA vs PWM Intern 5 2y
0 ER Wealth Management v. Sell-Side 11 2y
0 Would this be considered PWM? Or just AM? 3 2y
0 PWM Research Analyst questions 5 2y
0 Private Wealth Management to Equity Research / Hedge fund 3 2y
+56 is it true that BB PWM >> no-name IBD/HF/other FO role for SA recruiting? 34 2y
+13 Private Wealth Management work description on Resume 3 2y
0 Investment Analyst- Private Wealth Management Firm 2 billion AUM 1 2y
0 Equity Research to PWM 3 2y
+189 How PWM really works (part 1): past, present, future, and $$$ 60 2y
+20 More Prestigious- Retail or PWM? 7 2y
0 Question - Regional Bank Wealth Management - Generalist Equity Analyst > PM and future Opps 3 2y
+39 JOB OFFERS Big 4 or PWM Investment Analyst 16 2y
+12 PWM Associate Advisor 2 2y
+11 Internships: PWM vs ER 3 2y
+133 How PWM really works (part 2): Breaking In, Staying In, and Getting Out 45 2y
+37 FAs/PWM Guys - Can We Get The Real Scoop? THX 21 2y
+21 Salary and timeline of a Financial Advisor? 7 2y
+12 Wealth Management vs. MFIN 1 2y
+17 Sophomore Summer Internship - Local PWM firm or Small FP&A firm? 5 2y
+12 Small PWM Internship or Internship for Incredibly Small Boutique? 1 2y
+18 22 year old financial advisor 1 2y
+5 Investment Analyst at PWM 1 2y
+3 Investor Relations to Private Wealth Management 3 2y
+12 Thoughts on PWM Intern at UBS? Wealth Strategy Associate Career? 1 2y
+12 REPE, PWM or CF? 1 2y
+12 PWM to Product Specialist 1 2y
+12 PWM —> Boutique Institutional Equity Sales Opportunity 4 2y
+14 Wealth Management Career Path 4 2y
+12 Masters Student and PWM Associate looking for next steps and visa sponsorship 1 2y
+4 Targets and timelines for PWM / PB 4 2y
+9 INSEAD Alumni in PB/PWM? (Either in France or Dubai, non-native speaker) 1 2y
+9 Thoughts on Wealth Management Prestige and Exit Opps 1 2y
+13 Wealth management: Who do you trust? 2 2y
+13 What is the comps structure like for Wealth Management? 1 2y
+20 Wealth Management(MS, UBS, Jefferies, Rock) 6 2y
0 /Private Client Associate/ Wealth management exit opps questiom 1 2y
0 PWM to S&T? Is it possible? 1 2y
+18 The Truth About Wealth Management 3 2y
+31 Advice needed for next steps in PWM: MS/UBS/ML WM vs GS PWM as WMP? 8 2y
+183 How PWM really works (part 4): Misconceptions, how we invest, choosing a broker, and my Q&A 86 2y
+38 Do I have a future in PWM? 14 2y
+39 Takeover wealth management firm or take IB FT offer? 14 2y
0 Breaking into Institutional Wealth Management 0 3y
0 Beginning of the End 21 4y
0 Fixed Income Analyst in a Regional Bank's PWM/broker dealer arm? 0 7y
0 East Coast vs West Coast PWM- Investment Advisory 0 8y
0 Career advice needed (PWM, Business development, ibank internal wholesaler opp) 0 8y
0 Wealth Management and Venture Accelerator Intern - Need feedback on which projects/bullets to include 0 9y
0 Wallstreet Prep Courses 0 11y

Career Advancement Opportunities

June 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 16 97.1%

Overall Employee Satisfaction

June 2024 Investment Banking

  • Harris Williams & Co. 19 99.4%
  • Lazard Freres 06 98.9%
  • JPMorgan Chase 09 98.3%
  • William Blair 03 97.7%
  • Morgan Stanley 04 97.1%

Professional Growth Opportunities

June 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 05 97.1%

Total Avg Compensation

June 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (23) $378
  • Associates (95) $261
  • 3rd+ Year Analyst (14) $181
  • 2nd Year Analyst (69) $168
  • Intern/Summer Associate (34) $167
  • 1st Year Analyst (207) $159
  • Intern/Summer Analyst (152) $101
notes
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...”

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