0 Calvin Klein Women's Suit for Sale or Rent 0 3y
0 Calvin Klein Women's Suit for Sale or Rent, Macy's: good for IB interviews 0 3y
0 PWM Internship - How to find out? 4 2y
0 Will working at a private financial advisory firm benefit me at all? 3 2y
0 Will working at a private financial advisory firm benefit me at all? 5 2y
+10 Allen Edmonds Park Aves. 9.5D - Anyone need a pair? 7 12y
0 Converting 401k to Real Estate 6 12y
0 Breaking into Private Wealth Management 11 2y
0 JPMorgan PWM Questions 15 2y
+16 Should I consider a financial advisor/PWM career if I have connections? 9 2y
0 PWM interview case study at a $2bn+ AUM firm. 3 2y
+17 Summer PWM internship? 7 2y
+14 SA class in PWM? 2 2y
0 PWM Job Security 6 2y
+44 HF analyst on Reddit supporting OWS 27 12y
+1 Problem Solving 101 3 12y
0 Houlihan Lokey FAS VS JPM PWM/PB 4 2y
+35 Ernst and Young Risk Advisory Position vs Financial Analyst at JPM 21 2y
+30 Sharing a Deal for the Monkeys; Free subscription to the Economist 14 12y
0 Wealth Management Magazines/Periodicals 3 2y
0 Have a Rolex for sale - best place to sell it? 13 12y
+35 Heil Comrade Obama! 11 12y
0 Merrill Lynch Wealth Management Spring Internship Question 3 2y
+18 Booz Allen Hamilton vs. BB PWM 7 2y
0 PWM afterlife 4 2y
0 Morgan Stanley or Merrill for PWM Internship (Fall/Winter/Spring)? 5 2y
0 Sophomore Spring PWM Internship? 8 2y
+66 Wealth Management Into Investment Banking...And Beyond 61 2y
0 Financial Adviser vs. Private Wealth and Asset Management 8 2y
0 UBS PWM Fall 2 2y
+82 Canada Rated Best Country For Business 108 3y
0 HOCKEY!!!!!!!!!!!!!!!!!!!!!!!!!!! 10 12y
0 GMAT BOOKS - CHEAP! 4 12y
0 PROP TRADER - SERIES 56 PASS PERFECT MANUALS 0 12y
0 Looking for roommate in the Stamford/White Plains areas 0 3y
+68 Private Banking (ultra high-net worth wealth management). What can you tell me about it? 38 2y
0 PWM Salary and Bonus post-MBA 2 2y
0 BAML Wealth Management 2 2y
0 Pay structure at BB PWM? + other relevant questions 4 2y
0 Hey any one from PNC on here? 1 12y
0 Bloomberg TechStars 1 12y
+110 Future of WSO 95 3y
0 PWM internships keep falling through- where to go from here 6 2y
0 I wanna work in PWM when I grow up 3 2y
0 NYC West Village Roomate/Sublet $1250 1 3y
0 BB PWM 6 2y
0 Which Internship to choose from ( PWM) ? 8 2y
0 I am planning on buying some WSO guides...input on what I should get? 8 11y
0 Please give me advice on ML PWM 7 2y
0 PWM Internship - Best in terms of learning and experience 3 2y
0 PWM Selected Experiences Help? 0 12y
+3 How do you get a Merrill Lynch PWM internship? 4 2y
0 Wealth Management Rotational Programs 1 2y
0 Brazilian Government Bonds 1 12y
+15 GAO Fed Audit Released 8 12y
0 U.S. Debt Ceiling- Possible Downgrade Effects 10 3y
0 BB S&T (Trading) to PWM? 8 2y
+12 2002 Mercury Cougar transformed into a Bugatti Veyron 5 3y
+18 How easy is it to switch from Wealth Management to Asset Management? 15 2y
0 Samsung Galaxy Tab 1G 16GB Wifi/AT&T 3G 250 7 12y
0 Looking for NYC roommate - Starting FT in NYC 5 2y
+4 Need a temp room in Charlotte, NC 1 3y
0 Internship Advice - Rising junior that has BB PWM internship 1 2y
+14 looking for PWM internship...initial response from partner but no follow through 2 2y
0 London Flatmate Wanted 5 3y
0 For Sale: Manhattan GMAT Prep Books + Official GMAT Review 12th Edition 1 12y
0 Morgan Stanley Financial Advisor: Good Gig? 9 2y
0 Question about UBS backround check? - Wealth management 4 2y
0 Networking - PWM 7 2y
+21 Assessment tests Morgan Stanley Smith Barney’s Financial Advisor Associate Training Program 13 2y
0 PWM internship location? 2 2y
0 Looking for housing in the city 5 3y
0 Wealth Management Research - How does it compare to other buy-side research shops? 2 2y
0 For Sale: 4 Manhattan GMAT Quant Books + Quant OG 3 12y
0 Merrill Lynch PWM for F1 student unpaid - NEED work authorization?? Help! 4 2y
0 PE Accounting vs. Wealth Management finance 1 2y
0 Internship: MM Corp Finance or UBS Wealth Management? 14 2y
+29 Which PWM groups don't cold-call? 26 2y
0 Public Finance-Ibanking vs Fund of Funds vs PWM 5 2y
0 Sublet just cancelled on us (NYC), help! 6 3y
+37 FAs/PWM Guys - Can We Get The Real Scoop? THX 21 2y
+30 Merrill Lynch Financial Advisor (straight out of college) 18 2y
0 NY roommate wanted 2 3y
+31 WSO bans anyone who talks crap about the crappy WSO guides. DO NOT PURCHASE! 27 3y
0 How do you get 25 mil clients in PWM/PB? 3 2y
0 Seeking Students to Head Up University Trading Desks 0 13y
0 From a Top 10 Business School to PWM to Trading? Is it possible? 9 2y
+26 Just how easy is obtaining a PWM job? 14 2y
+59 Is PWM worth it after undergrad? 38 2y
0 Euronext Internship or Full Work Experience at a Wealth Management Firm 6 2y
0 Interview with Prudential (Financial Advisor) 5 2y
0 Top 10 Wealth Management firms in Southern California 5 2y
+9 Vault Membership - Quick use 5 8y
0 Summer Internship - Difference in PWM and boutique? 3 2y
0 Sales? IBD? PWM/AM? HELP PLEASE 12 2y
0 PWM recruiters / head hunters 10 2y
+33 Goldman PWM v Intel Corp Fin 30 2y
0 1st year FA PWM pay at ML, JPM, etc. 3 2y
0 Charlie Sheen Show in Manhattan 6 13y
+16 PWM Leads? 10 2y

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 (87) $260
  • 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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From 10 rejections to 1 dream investment banking internship

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