+402 Do retail financial advisors provide ANY value?? 113 3y
+314 Q&A: A Bored Financial Advisor 115 8mo
+302 Why is PWM looked down on? 133 4y
+264 Private Wealth Management/Private Banking Guide for Associates 61 3y
+227 Fintech is going to kill Private Wealth Management jobs? 90 4y
+198 How PWM really works (part 1): past, present, future, and $$$ 60 4y
+186 How PWM really works (part 3): PB v. PWM, lifestyle, hours, day in the life 63 4y
+184 Deletexxx 116 11y
+183 How PWM really works (part 4): Misconceptions, how we invest, choosing a broker, and my Q&A 86 4y
+147 Wealth Management 147 6mo
+138 New Laptop - Financial Modeling 230 9y
+136 How PWM really works (part 2): Breaking In, Staying In, and Getting Out 45 4y
+136 Private Wealth Management: Is it a Zero-Sum Game 20 8mo
+133 BB PWM or Boutique IBD? 153 4y
+132 J.P Morgan Asset/Wealth Management Video Interview 171 3y
+110 Future of WSO 95 6y
+99 I Followed Your Advice from 2014 - Here’s What Worked (and Didn’t) 3 1y
+91 A girl laughed when I said PWM 71 4y
+90 Why does everyone hate on PWM/AM? 33 1y
+85 PWM/Private Bank industry lowdown- who has it? 121 4y
+85 IB Vs PWM (Longrun) Comp & Lifestyle 93 4y
+84 Freshmen private wealth management internship? 112 4y
+83 Getting a PWM internship 125 3y
+82 Canada Rated Best Country For Business 107 3y
+79 Calling all Financial Advisors: What products do high net-worth people use to manage their wealth? 15 4y
+77 Why is wealth management looked down upon? 43 4y
+76 10 Things You Wish You Knew Before Starting in Financial Advisory/Wealth Management. 23 3y
+75 Blackstone to Spin Off Financial Advisory Business 60 4y
+75 Q&A: 1st year CSA/Financial Advisor for boutique PWM 17 4y
+74 Newbie Financial Advisor: How To Be Successful. 39 4mo
+72 Private Banking at JPM 80 3mo
+71 GS Private Wealth Management post MBA 35 3y
+69 Financial Advisor making 200k+ leaving for MBA/Investment Banking 39 4y
+68 Private Banking (ultra high-net worth wealth management). What can you tell me about it? 38 4y
+68 2 Internships one summer? PE and PWM 88 3y
+67 Best way to get into PWM? 65 4y
+67 Goldman Sachs PWM 59 3y
+66 Wealth Management Into Investment Banking...And Beyond 61 4y
+65 UBS wealth management internship... opinions 56 4y
+62 MS Wealth Management ? 26 4y
+62 Ask anything about private banking/pwm 83 3y
+60 Is PWM truly a professional black hole for aspiring financiers? 31 4mo
+60 How To Talk With Irrational PWM Clients? 14 4y
+59 Is PWM worth it after undergrad? 38 4y
+59 What to put on resume for PWM internship 69 4y
+56 Still can't find a job...become a financial advisor? 58 4y
+56 is it true that BB PWM >> no-name IBD/HF/other FO role for SA recruiting? 34 4y
+56 6 months on the job in PWM: 3 things I noticed 15 4y
+55 PWM interview questions? 92 4y
+55 Goldman Sachs PWM Financial Analyst 28 7mo
+54 PWM -> IB 56 4y
+54 What realities should I know about the MC and/or PWM industry? 14 4y
+53 Experiences with PWM internship? 83 4y
+52 BAML is better than every EB 42 3y
+52 Never Been on a Plane Before - Please Help! 18 3y
+51 Value of a Private Wealth Management Internship? 52 4y
+50 WSO App - Where is the app 91 10y
+49 Implications of getting fired (PWM) 39 4y
+48 PwC - Financial Services Advisory - Capital Markets Basically Just Risk & Compliance? 23 4y
+46 Q&A: 4.5 years as a Financial Advisor at Fidelity and one prior IA firm. 18 4y
+45 Freshmen internship: BB PWM vs. Boutique Equity Research 38 4y
+45 When to go with discount, full-service, PWM, and private banker 24 2y
+45 MS PWM -> MS S&T? 6 4y
+45 Financial advisor vs investment banker 44 3y
+45 Wealth Management Career 12 4y
+44 HF analyst on Reddit supporting OWS 27 14y
+44 How to break into Institutional Sales/PWM at a BB firm after UG 25 4y
+42 Exit opportunities from PWM 27 4y
+42 $100K total comp. for 1st year PWM Financial Analyst? 29 4y
+42 Goldman PWM vs UBS IBD 43 4y
+42 Goldman Opens Private Bank for Wealthy Clients 9 4y
+42 Private wealth management or credit analyst 21 4y
+42 Private Banking or RIA? 12 2y
+41 Buying A Small Wealth Management Firm 24 4y
+41 2018 Asset & Wealth Management Wealth Management Summer Analyst Program 111 4y
+41 In 2018, what Firm has the best Ultra High Net Worth wealth management training program? 24 4y
+41 If I start in Morgan Stanley wealth management is it hard to move over to Investment Banking or trading later? 15 4y
+41 Q&A: Incoming PWM Graduate 7 4y
+41 Why would you do this 26 3y
+40 Q&A: Non target/foreign international in wealth management at a Canadian big five bank. 7 3y
+39 What is the best financial modeling training program? 24 9y
+39 MSSB Private Wealth Planning Advisor 19 4y
+39 Useless PWM Internship? 33 4y
+39 JOB OFFERS Big 4 or PWM Investment Analyst 16 4y
+39 Transition from PWM to AM? 19 4y
+39 Is Private Wealth Management Underrated? 15 4y
+39 Takeover wealth management firm or take IB FT offer? 14 4y
+39 PWM makes more money than people think at the junior level 18 3y
+38 Opinions on - Houlihan Lokey FAS - Financial Advisory Services. 39 4y
+38 Financial advisor father 24 1y
+38 Do I have a future in PWM? 14 4y
+37 FAs/PWM Guys - Can We Get The Real Scoop? THX 21 4y
+37 Anyone experienced Goldman PWM final round interview? 29 3y
+36 IB/buyside to Wealth Management 21 4y
+35 JPMorgan Private Bank best for Private Wealth Management? 17 2y
+35 Breaking into PWM or ANYTHING from a non-target? 24 3y
+35 Ernst and Young Risk Advisory Position vs Financial Analyst at JPM 21 4y
+35 Trend In Abolishing Commissions For PWM 7 4y
+34 Why You Should (And Shouldn't) Ditch Your Financial Advisor For A Computer 11 4y
+34 Looking for a Good Financial Valuation/Modeling Online Course 31 9y

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 (65) $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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