+9 Any Private Bankers? 2 3h
+38 Financial advisor father 24 17h
+1 BOFA PWM SuperDay 2 1d
+9 Advice on breaking into Private Banking 1 1d
+9 Family Office Vs Tech Sales 1 2d
0 Wells Fargo Fires Over a Dozen for Simulation of Keyboard Activity (BBG) 1 6d
+90 I Followed Your Advice from 2014 - Here’s What Worked (and Didn’t) 1 1w
+9 Private banking and wealth destruction? 2 1w
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 2w
0 How to structure a networking call? 1 2w
+12 Private Banking in NYC or Austin? 3 2w
0 Career opportunities after a 2-years Risk Management apprenticeship at Edmond de Rothschild Private Bank 1 2w
+21 Investment Strategy Group-PWM-Goldman Sachs 9 3w
+9 Help with Job Offer 1 3w
+14 Premed to Wealth Management 2 4w
+3 Private Banking - VP - Salary in UK (Barclays) 0 4w
0 William Blair Wealth Management Intern Program 1 4w
0 BofA Internship 1 1mo
0 MSc Wealth Management and Private Banking 2 1mo
+37 Private Banking or RIA? 12 1mo
0 JPM PB 2025 Analyst Applications 1 1mo
+9 JPM PB roles 2 1mo
+4 Wealth Management Superday 3 1mo
+3 Does UBS have a PWM SA in home office? 2 1mo
+6 Can I break into Wealth Management? 2 1mo
0 Which firm is better for personal growth from Junior's perspective? 1 1mo
0 JPM PB Superday 1 1mo
+12 JPM Private Banking Superday 20 1mo
0 How long to hear back from super day GS PWM 1 1mo
0 Bofa Hirevue for Wealth management 0 1mo
0 canaccord genuity share price guarantees 0 2mo
+25 Want to career hop into finance, advice or roasting welcome 5 2mo
0 Goldman Sachs PWM Hirevue 1 2mo
+6 What Are the Financial Potential with Regions Bank Wealth Management Services 0 2mo
0 Series 65 - Help 0 2mo
0 BofA Wealth Management 2025 1 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
+12 Blackstone Private Wealth Solutions Interview 5 2mo
0 Prep for Wealth Management? 1 3mo
0 Summer Internship Decision Insight Summer 2025 1 3mo
+58 Ask anything about private banking/pwm 82 3mo
+13 Charged with a FAKE ID (citation) and planning to work in banking 11 3mo
+3 What’s your favorite wealth management book? 2 3mo
+1 WFH in PWM/PB? 2 3mo
+5 Independent Research with a Professor 3 3mo
0 Order Ambien At Lower Prices 0 3mo
0 How many new clients VS current clients? 1 3mo
+6 Alliance Bernstein PW Summer Internship 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
+3 Client and Relationship management roles? 2 4mo
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 4mo
+2 Private Banking Salary Progression 2 4mo
+8 Big 4’s Financial advisory ranking 5 4mo
+9 Advice on landing a graduate offer 1 4mo
+1 Mutual Fund Trader @ WM Firm 1 4mo
+4 Did Goldman sachs ghost me? 6 5mo
0 How to choose which Gold IRA company is best for you? 1 5mo
0 3 stage whole house filter system 1 5mo
+3 Working at SWF in UAE 3 5mo
+7 Best Wealth Management Firm 11 5mo
0 KeyBank Summer 2024 Wealth Management Internship Program Upcoming Interview 1 5mo
+45 When to go with discount, full-service, PWM, and private banker 24 5mo
+10 Goldman Sach PWM division VS BoA Corporate Banking 3 5mo
+3 GS Ayco Internal Mobility 2 5mo
+1 Help needed urgently 3 5mo
0 JPM Asset Management vs GS PWM 3 6mo
+3 Wealth Management recruiting season 2 6mo
+3 PWM Freshman Winter/Spring Internship? 2 6mo
+12 Summer Analyst PWM Superday Advice 8 6mo
0 Moving from Smaller Firm to BB? 1 6mo
0 BD Role 1 6mo
+9 Launching independent WM firm from Big 5 Canadian bank 1 7mo
0 WM Superday BB 1 7mo
+25 Firms that provide FAs with discretion in managing client portfolios? 8 7mo
+7 Family Office Salary 9 7mo
+6 Wealth Management Superday GS 9 7mo
+6 PWP Chicago 2 7mo
+9 Seeking Advice on Hedge Fund to Wealth Management Career Transition 1 7mo
+3 Goldman Sachs London PWM Superday 4 7mo
+10 Haven’t Heard Back From My Superday 2 7mo
+35 JPMorgan Private Bank best for Private Wealth Management? 17 7mo
0 JP Morgan PWM, PB, AM Structure 4 7mo
+9 Bond Screener and Portfolio Building Tool 2 7mo
+64 Private Banking at JPM 69 7mo
+3 JP Morgan FADT 1 8mo
0 GS PWM Business Development Professional - Associate 1 8mo
+9 JPM Private Bank recruiting timeline 7 8mo
+6 Why is Evercore Wealth management so mysterious 0 8mo
+3 Tax-efficient investment options 1 8mo
+17 JPM PB Salary - Analyst Associate 25 8mo
+8 JPMorgan Chase FADT Program 2 8mo
+9 Difference in what PWM between IB, Consulting and Law firms do? 1 9mo
+44 Goldman Sachs PWM Financial Analyst 27 9mo
+6 Hiring a Wealth Manager vs. Financial Advisor? 2 9mo
+3 Banque Cramer & Cie SA - is it a reliable bank? 1 9mo

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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From 10 rejections to 1 dream investment banking internship

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