+3 Wealth Management Superday 1 4d
0 Does UBS have a PWM SA in home office? 1 5d
0 JPM Private Banking Superday 1 6d
0 canaccord genuity share price guarantees 0 1w
0 Goldman Sachs PWM Hirevue 1 1w
+6 What Are the Financial Potential with Regions Bank Wealth Management Services 0 2w
+25 Want to career hop into finance, advice or roasting welcome 5 1w
0 Series 65 - Help 0 2w
0 Does high-yield savings bank accounts really pay 5% interest no matter how much money you deposit into it? 3 2w
0 London BB WM scene 1 3w
0 Jefferies WM SA 2025 1 3w
0 Prep for Wealth Management? 1 1mo
0 Summer Internship Decision Insight Summer 2025 1 1mo
0 BofA Wealth Management 2025 1 2w
0 Order Ambien At Lower Prices 0 1mo
+1 WFH in PWM/PB? 2 1mo
0 How many new clients VS current clients? 1 1mo
0 Do people want a cheaper FactSet? 1 1mo
+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 1mo
+9 Wealth Management options 1 2mo
0 MSc Wealth Management and Private Banking 1 2mo
+5 Independent Research with a Professor 3 1mo
+9 Advice on landing a graduate offer 1 2mo
+2 Private Banking Salary Progression 2 2mo
+1 Mutual Fund Trader @ WM Firm 1 2mo
+4 Did Goldman sachs ghost me? 6 3mo
0 How to choose which Gold IRA company is best for you? 1 3mo
0 3 stage whole house filter system 1 3mo
0 KeyBank Summer 2024 Wealth Management Internship Program Upcoming Interview 1 3mo
+10 Goldman Sach PWM division VS BoA Corporate Banking 3 3mo
0 JPM Asset Management vs GS PWM 3 4mo
+3 Client and Relationship management roles? 2 2mo
0 Moving from Smaller Firm to BB? 1 4mo
0 BD Role 1 4mo
+1 Help needed urgently 3 4mo
+9 Launching independent WM firm from Big 5 Canadian bank 1 5mo
0 WM Superday BB 1 5mo
+25 Firms that provide FAs with discretion in managing client portfolios? 8 5mo
+3 PWM Freshman Winter/Spring Internship? 2 4mo
+3 Working at SWF in UAE 3 3mo
+12 Summer Analyst PWM Superday Advice 8 4mo
+9 Seeking Advice on Hedge Fund to Wealth Management Career Transition 1 5mo
+10 Haven’t Heard Back From My Superday 2 5mo
+6 Alliance Bernstein PW Summer Internship 1 1mo
+3 JP Morgan FADT 1 6mo
0 GS PWM Business Development Professional - Associate 1 6mo
+3 GS Ayco Internal Mobility 2 3mo
+3 Wealth Management recruiting season 2 4mo
+6 Why is Evercore Wealth management so mysterious 0 6mo
+3 Tax-efficient investment options 1 6mo
+8 JPMorgan Chase FADT Program 2 6mo
+9 Difference in what PWM between IB, Consulting and Law firms do? 1 7mo
+3 Banque Cramer & Cie SA - is it a reliable bank? 1 7mo
+3 Internship Applications Open 0 7mo
+6 UBS Graduate Schemes 1 7mo
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 2mo
+6 Hiring a Wealth Manager vs. Financial Advisor? 2 7mo
+3 JPM Private Bank - London 1 8mo
+9 Need some advice ahead of an AC regarding languages 1 8mo
0 Wealth management internship 1 8mo
+3 Rising junior. Is it still possible to recruit for WM (even AM in general) in the end of July? 1 8mo
+12 Blackstone Private Wealth Solutions Interview 5 4w
+7 Family Office Salary 9 5mo
+3 Free Series 65 exam manual from Kaplan 1 9mo
+9 WM / PWM - Wirehouse Compensation Structure UK 1 9mo
+10 What do Private Banking Analysts do? 5 8mo
+9 J.P. Morgan Industries 1 8mo
+9 Priv Wealth Salary insight 2 9mo
+3 Splitting the bill at networking lunches? 1 10mo
+4 Director Called Team “Replaceable” in Team Meeting 1 10mo
+3 Family Office Recruiting 1 10mo
+9 Investing client funds? 1 10mo
+3 Mis Sold Pension Compensation 1 10mo
+3 How to prep for a Wealth Management Superday? 1 10mo
0 Wells Fargo Private Bank? 1 11mo
+9 Navigating the Unknown: Young Advisor Alone 1 11mo
+13 GS, JP or MS (PB & PWM) 3 11mo
+9 Financial Advising Advice 3 8mo
+6 Morgan Stanley Firm Risk Management EPP 2023 85 8mo
+12 Wealth Management through the Ages 1 11mo
+6 Wealth Management Superday GS 9 5mo
+9 Federal Tax incentives for Conservation Easements 1 11mo
+9 Embarking on a Financial Advisor Journey: Challenges, Obstacles, and Joys! 1 11mo
+9 From Operations to Client Service Officer: A good move? 1 11mo
+11 I've been put in an awkward position w/ JPM PV follow-up 6 11mo
+10 Achieving Your Retirement Goals: How Financial Advisors Can Help You Get There 2 11mo
+3 Wealth Mgnt vs Commercial Banking : Which is more valuable to a regional bank? 1 11mo
+6 Does cold-calling qualified leads--High Net Worth individuals--work in Private Banking? 2 11mo
0 Does cold-calling (targeted fit prospects) work in Private Banking? 1 12mo
+3 What are the pros and cons of a CFA (finance)? 3 12mo
+6 Path for private wealth/investment management? 1 1y
0 Multi-Family Offices, Private Banks, or BB for WM/PB 1 1y
+9 JPM Private Bank recruiting timeline 7 6mo
+3 10 year treasury vs Apple Savings Account 3 11mo
+52 Never Been on a Plane Before - Please Help! 18 1y
+5 Internship expectations? 3 1y
+11 Big 4 Auditor to Accountant in Banking 2 1y
+3 Fixed Income Research or Valuations Internship? 1 1y
+3 GS PWM - Analyst Base/Comp? 2 1y
+9 Brahmi: 400 Comprar Thailand Cost 1 1y

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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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success
From 10 rejections to 1 dream investment banking internship

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