0 Wells Fargo Fires Over a Dozen for Simulation of Keyboard Activity (BBG) 1 10h
+75 I Followed Your Advice from 2014 - Here’s What Worked (and Didn’t) 1 3d
0 Bulge Bracket Drug Testing 1 1w
+9 WM vs. B2B Insurance for building a book generating $1,000,000 a year of take home 1 1w
0 How to structure a networking call? 1 1w
+12 Private Banking in NYC or Austin? 3 1w
0 Career opportunities after a 2-years Risk Management apprenticeship at Edmond de Rothschild Private Bank 1 1w
+9 Private banking and wealth destruction? 2 5d
+9 Help with Job Offer 1 3w
+3 Private Banking - VP - Salary in UK (Barclays) 0 3w
0 William Blair Wealth Management Intern Program 1 3w
+14 Premed to Wealth Management 2 3w
0 BofA Internship 1 4w
0 JPM PB 2025 Analyst Applications 1 1mo
+37 Private Banking or RIA? 12 1mo
0 Which firm is better for personal growth from Junior's perspective? 1 1mo
0 JPM PB Superday 1 1mo
+6 Can I break into Wealth Management? 2 1mo
0 How long to hear back from super day GS PWM 1 1mo
0 Bofa Hirevue for Wealth management 0 1mo
+4 Wealth Management Superday 3 1mo
+3 Does UBS have a PWM SA in home office? 2 1mo
+12 JPM Private Banking Superday 20 1mo
0 canaccord genuity share price guarantees 0 2mo
0 Goldman Sachs PWM Hirevue 1 2mo
+6 What Are the Financial Potential with Regions Bank Wealth Management Services 0 2mo
+25 Want to career hop into finance, advice or roasting welcome 5 2mo
0 Series 65 - Help 0 2mo
0 Does high-yield savings bank accounts really pay 5% interest no matter how much money you deposit into it? 3 2mo
0 London BB WM scene 1 2mo
0 Jefferies WM SA 2025 1 2mo
0 Prep for Wealth Management? 1 2mo
0 Summer Internship Decision Insight Summer 2025 1 2mo
0 BofA Wealth Management 2025 1 2mo
0 Order Ambien At Lower Prices 0 3mo
+1 WFH in PWM/PB? 2 3mo
0 How many new clients VS current clients? 1 3mo
0 Do people want a cheaper FactSet? 1 3mo
+9 23 Exec. Assist. to a CEO: How can I leverage this experience to benefit my future career interest of being a wealth manager? 1 3mo
+9 Wealth Management options 1 3mo
0 MSc Wealth Management and Private Banking 2 4w
+5 Independent Research with a Professor 3 3mo
+9 Advice on landing a graduate offer 1 4mo
+2 Private Banking Salary Progression 2 3mo
+1 Mutual Fund Trader @ WM Firm 1 4mo
+4 Did Goldman sachs ghost me? 6 4mo
0 How to choose which Gold IRA company is best for you? 1 4mo
0 3 stage whole house filter system 1 4mo
0 KeyBank Summer 2024 Wealth Management Internship Program Upcoming Interview 1 5mo
+10 Goldman Sach PWM division VS BoA Corporate Banking 3 5mo
0 JPM Asset Management vs GS PWM 3 5mo
+3 Client and Relationship management roles? 2 3mo
0 Moving from Smaller Firm to BB? 1 6mo
0 BD Role 1 6mo
+1 Help needed urgently 3 5mo
+9 Launching independent WM firm from Big 5 Canadian bank 1 6mo
0 WM Superday BB 1 6mo
+25 Firms that provide FAs with discretion in managing client portfolios? 8 6mo
+3 PWM Freshman Winter/Spring Internship? 2 6mo
+3 Working at SWF in UAE 3 5mo
+12 Summer Analyst PWM Superday Advice 8 6mo
+9 Seeking Advice on Hedge Fund to Wealth Management Career Transition 1 7mo
+10 Haven’t Heard Back From My Superday 2 7mo
+6 Alliance Bernstein PW Summer Internship 1 3mo
+3 JP Morgan FADT 1 8mo
0 GS PWM Business Development Professional - Associate 1 8mo
+3 GS Ayco Internal Mobility 2 5mo
+3 Wealth Management recruiting season 2 6mo
+6 Why is Evercore Wealth management so mysterious 0 8mo
+3 Tax-efficient investment options 1 8mo
+8 JPMorgan Chase FADT Program 2 8mo
+9 Difference in what PWM between IB, Consulting and Law firms do? 1 9mo
+3 Banque Cramer & Cie SA - is it a reliable bank? 1 9mo
+3 Internship Applications Open 0 9mo
+6 UBS Graduate Schemes 1 9mo
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 3mo
+6 Hiring a Wealth Manager vs. Financial Advisor? 2 9mo
+3 JPM Private Bank - London 1 10mo
+9 Need some advice ahead of an AC regarding languages 1 10mo
0 Wealth management internship 1 10mo
+3 Rising junior. Is it still possible to recruit for WM (even AM in general) in the end of July? 1 10mo
+12 Blackstone Private Wealth Solutions Interview 5 2mo
+7 Family Office Salary 9 7mo
+3 Free Series 65 exam manual from Kaplan 1 11mo
+9 WM / PWM - Wirehouse Compensation Structure UK 1 11mo
+10 What do Private Banking Analysts do? 5 10mo
+9 J.P. Morgan Industries 1 10mo
+9 Priv Wealth Salary insight 2 10mo
+3 Splitting the bill at networking lunches? 1 11mo
+4 Director Called Team “Replaceable” in Team Meeting 1 11mo
+3 Family Office Recruiting 1 1y
+9 Investing client funds? 1 1y
+3 Mis Sold Pension Compensation 1 1y
+3 How to prep for a Wealth Management Superday? 1 1y
0 Wells Fargo Private Bank? 1 1y
+9 Navigating the Unknown: Young Advisor Alone 1 1y
+13 GS, JP or MS (PB & PWM) 3 1y
+9 Financial Advising Advice 3 10mo
+6 Morgan Stanley Firm Risk Management EPP 2023 85 10mo
+12 Wealth Management through the Ages 1 1y

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%
  • Morgan Stanley 05 97.7%
  • Moelis & Company 01 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 (22) $375
  • Associates (94) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (69) $168
  • 1st Year Analyst (207) $159
  • Intern/Summer Analyst (151) $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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From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”