+302 Why is PWM looked down on? 133 4y
0 Financial Advisor PMD interview 3 4y
0 Wealth Management/ Private Bank Financial Sponsors Group 0 12y
0 Question about PWM and FT offer 2 4y
0 Want to get out of Wealth Management 1 4y
0 Help! Meeting with PWM Director next week 4 4y
+33 Quit my Finance Job, Learned to Code, Releasing my project: Investment 1 - Smarter Wealth Management 16 4y
0 PWM to CFO? 2 4y
0 UBS IBD and PWM moving to Nashville TN 3 4y
0 Big 4 financial service advisory/consulting worth trying? 0 12y
0 Any of you interested in sharing a WST oil and gas module course? 2 12y
+18 JP Morgan Investment Banking v. Goldman Sachs Private Wealth Management v. Goldman Credit Research 11 4y
+138 New Laptop - Financial Modeling 230 9y
+10 BlackRock Financial Markets Advisory - Associate Interview 12 4y
0 do you know the financial advisors to the Mars / P&G pet care deal 0 12y
0 ML PWM to GS S&T 0 12y
0 Do I have to aqcuire Clients in PWM? PWM VS. WM 7 4y
0 From Wealth Management to Corportate Finance 4 4y
0 CFA Level 3 Candidate having a hard time landing a good job in PWM 0 12y
+12 Wall Street Prep - Premium Self Study Missing Materials 3 12y
+133 BB PWM or Boutique IBD? 153 4y
0 CSA at Morgan Stanley Wealth Management 0 12y
0 PWM Internship while in community college? 3 4y
0 Goldman Sachs PWM vs. Barclays IBD & Houlihan Lokey IBD to MBB Consulting 7 4y
0 Goldman IMD (PWM) or KPMG EVS or Boutique Consulting Firm 1 4y
+14 Breaking into a junior or entry level Asset/Wealth Management position. 3 4y
0 Charged for Company DB without Email? 0 12y
0 PWM Questions! 1 4y
0 Private Wealth Management Internship Questions 1 4y
0 Morgan Stanley Wealth Management v. Goldman Sachs Investment Management 15 4y
+67 Goldman Sachs PWM 59 3y
0 Help distinguishing PWM subsectors 2 4y
0 JP Morgan PWM or BMO Capital Markets IBD? 2 4y
0 PWM: Informal Internship at BB? 5 4y
0 Landed BB PWM internship - where to? 0 12y
0 Wealth Management & Family Office Background 0 12y
+11 GS PWM Superday 14 4y
0 Do firms notify prospective Wealth Management interns about interviews later than other divisions? 1 4y
0 About PWM 2 4y
+41 Buying A Small Wealth Management Firm 24 4y
0 Morgan Stanley wealth management intern 17 4y
0 Part-time work at wealth management firm helpful for IB? 4 4y
0 Went to a Financial Advisor recruiting/job briefing: confused and unsure 2 4y
0 Need Help!! WTF? Morgan Stanley First Online Assessment - Financial Advisor 1 4y
0 UBS Wealth Management IPS Summer Internship Singapore 2014 14 4y
+33 Interview Series #2 - Private Wealth Management in China 8 4y
+3 Ask Me Anything: Merrill Lynch Financial Advisor / Fixed Income Wholesaler / Futures Trader 7 4y
+7 GS PWM interview questions 5 4y
+8 Do PWM groups at BB use Bloomberg terminals? 9 4y
0 Low PWM offer 6 4y
0 To work in PWM in an investment bank, please list the most relevant financial work experiences that is necessary for this? 3 4y
+10 EY TAS vs EY Financial Advisory Services --> Consulting 1 4y
0 financial advisor job 2 4y
+5 Barclays Wealth and Investment Management 3 4y
+49 Implications of getting fired (PWM) 39 4y
0 Rothschild Long-Term Internship Global Financial Advisory 2014 5 4y
0 Non-Target Resume Review - Internships in IB, PWM, Consulting, and Corp Fin 3 4y
0 MSc Investment & Wealth Management Imperial College profile 3 4y
+6 what internship looks better f50 internship(finance) or ubs pwm? 5 4y
+3 What computer for Excel and Argus? 6 12y
0 PWM Informational Interview 3 4y
+21 BlackRock - Financial Markets Advisory Group? 27 4y
0 PWM program that offers autonomy 1 4y
+13 How do I get on a track for personal financial advisory? 2 4y
0 ...deleted 4 11y
+60 Is PWM truly a professional black hole for aspiring financiers? 31 5mo
+9 Will a Wealth Management Internship help me land a job/internship in S&T or IB? 27 4y
+32 Financial Advisor trainee programs...good way to break in? 11 4y
0 PWM/Asset Management Resume 7 4y
0 Big 4 TAS or GS PWM for transition into IBD 5 4y
+10 ubs pwm 0 6 4y
+31 IB to PB/ PWM 23 4y
+15 Financial Advisor for which firm? 5 4y
0 M&A/Advisory to Sales/PWM.. 4 4y
+51 Value of a Private Wealth Management Internship? 52 4y
+18 Project finance vs boutique m&a financial advisory? 7 4y
+42 Private wealth management or credit analyst 21 4y
0 West Coast PWM? 2 4y
+39 Useless PWM Internship? 33 4y
0 Thoughts: WSO 2013 Layout 4 13y
0 Advice for a 1 year Intern/placement Analyist in PWM - BB 0 13y
0 Transition from PWM to a Analyst role 2 4y
0 Freshman Wealth Management Internship - Advice? 8 4y
0 GS PWM vs no name IB 14 4y
+18 Aiming for GS/MS/JPM PWM 12 4y
0 Background check is taking so long for a pwm internship. 6 4y
0 MoneyNews = RSS feed for red-necks and tea party activists 2 13y
0 BB PWM Training 2 4y
+11 Deutsche Bank Jacksonville vs PE wealth management offer 14 4y
0 Is FA/ RIA/ PWM/ IM in Europe also impossible for US citizens??? 6 4y
0 What to do to get an SA job next summer other than this PWM internship? 6 4y
0 PWM for trading 6 4y
0 PWM Internship Help 4 4y
+22 Financial Advisory 5 4y
+20 Wealth Management BB vs BB Sales and Trading (Regional Office) 11 4y
0 Small PWM internship or summer school? 9 4y
+7 GS PWM Financial Investment professional 3 4y
0 Renege - Soph ER vs PWM+LSE 2 4y
0 LSE+PWM vs KBW ER Sophomore Summer 6 4y
0 Sophomore Renege IBD vs PWM 1 4y

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (67) $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...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Mimbs's picture
Mimbs
98.8
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...”