Wealth Management

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+401 Do retail financial advisors provide ANY value?? 113 1y
+310 Q&A: A Bored Financial Advisor 113 1y
+299 Why is PWM looked down on? 133 2y
+264 Private Wealth Management/Private Banking Guide for Associates 61 1y
+227 Fintech is going to kill Private Wealth Management jobs? 90 2y
+189 How PWM really works (part 1): past, present, future, and $$$ 60 2y
+184 Deletexxx 116 9y
+183 How PWM really works (part 3): PB v. PWM, lifestyle, hours, day in the life 63 2y
+183 How PWM really works (part 4): Misconceptions, how we invest, choosing a broker, and my Q&A 86 2y
+144 Wealth Management 144 2y
+138 New Laptop - Financial Modeling 230 7y
+133 BB PWM or Boutique IBD? 153 2y
+133 How PWM really works (part 2): Breaking In, Staying In, and Getting Out 45 2y
+132 J.P Morgan Asset/Wealth Management Video Interview 171 2y
+126 Private Wealth Management: Is it a Zero-Sum Game 19 1y
+110 Future of WSO 95 3y
+91 A girl laughed when I said PWM 71 2y
+89 Why does everyone hate on PWM/AM? 32 2y
+85 PWM/Private Bank industry lowdown- who has it? 121 2y
+85 IB Vs PWM (Longrun) Comp & Lifestyle 93 2y
+84 Freshmen private wealth management internship? 112 2y
+83 Getting a PWM internship 125 2y
+82 Canada Rated Best Country For Business 108 3y
+79 Calling all Financial Advisors: What products do high net-worth people use to manage their wealth? 15 2y
+77 Why is wealth management looked down upon? 43 2y
+75 Blackstone to Spin Off Financial Advisory Business 60 2y
+75 Q&A: 1st year CSA/Financial Advisor for boutique PWM 17 2y
+75 10 Things You Wish You Knew Before Starting in Financial Advisory/Wealth Management. 23 1y
+73 Newbie Financial Advisor: How To Be Successful. 38 2y
+70 GS Private Wealth Management post MBA 35 1y
+69 Financial Advisor making 200k+ leaving for MBA/Investment Banking 39 2y
+68 Private Banking (ultra high-net worth wealth management). What can you tell me about it? 38 2y
+68 2 Internships one summer? PE and PWM 88 1y
+66 Wealth Management Into Investment Banking...And Beyond 61 2y
+66 Best way to get into PWM? 65 2y
+66 Goldman Sachs PWM 59 1y
+65 UBS wealth management internship... opinions 56 2y
+64 Private Banking at JPM 69 6mo
+62 MS Wealth Management ? 26 2y
+60 How To Talk With Irrational PWM Clients? 14 2y
+59 Is PWM worth it after undergrad? 38 2y
+59 Is PWM truly a professional black hole for aspiring financiers? 30 2y
+58 What to put on resume for PWM internship 69 2y
+57 Ask anything about private banking/pwm 82 1mo
+56 Still can't find a job...become a financial advisor? 58 2y
+56 is it true that BB PWM >> no-name IBD/HF/other FO role for SA recruiting? 34 2y
+56 6 months on the job in PWM: 3 things I noticed 15 2y
+55 PWM interview questions? 92 2y
+54 PWM -> IB 56 2y
+54 What realities should I know about the MC and/or PWM industry? 14 2y
+53 Experiences with PWM internship? 83 2y
+52 BAML is better than every EB 42 1y
+52 Never Been on a Plane Before - Please Help! 18 1y
+51 Value of a Private Wealth Management Internship? 52 2y
+50 WSO App - Where is the app 91 8y
+49 Implications of getting fired (PWM) 39 2y
+48 PwC - Financial Services Advisory - Capital Markets Basically Just Risk & Compliance? 23 2y
+46 Q&A: 4.5 years as a Financial Advisor at Fidelity and one prior IA firm. 18 2y
+45 Freshmen internship: BB PWM vs. Boutique Equity Research 38 2y
+45 When to go with discount, full-service, PWM, and private banker 24 3mo
+45 MS PWM -> MS S&T? 6 2y
+45 Financial advisor vs investment banker 44 1y
+45 Wealth Management Career 12 2y
+44 HF analyst on Reddit supporting OWS 27 12y
+44 How to break into Institutional Sales/PWM at a BB firm after UG 25 2y
+43 Goldman Sachs PWM Financial Analyst 27 7mo
+42 Exit opportunities from PWM 27 2y
+42 $100K total comp. for 1st year PWM Financial Analyst? 29 2y
+42 Goldman PWM vs UBS IBD 43 2y
+42 Goldman Opens Private Bank for Wealthy Clients 9 2y
+42 Private wealth management or credit analyst 21 2y
+41 Buying A Small Wealth Management Firm 24 2y
+41 2018 Asset & Wealth Management Wealth Management Summer Analyst Program 111 2y
+41 In 2018, what Firm has the best Ultra High Net Worth wealth management training program? 24 2y
+41 If I start in Morgan Stanley wealth management is it hard to move over to Investment Banking or trading later? 15 2y
+41 Q&A: Incoming PWM Graduate 7 2y
+41 Why would you do this 26 1y
+40 Q&A: Non target/foreign international in wealth management at a Canadian big five bank. 7 1y
+39 What is the best financial modeling training program? 24 7y
+39 MSSB Private Wealth Planning Advisor 19 2y
+39 Useless PWM Internship? 33 2y
+39 JOB OFFERS Big 4 or PWM Investment Analyst 16 2y
+39 Takeover wealth management firm or take IB FT offer? 14 2y
+39 PWM makes more money than people think at the junior level 18 1y
+38 Opinions on - Houlihan Lokey FAS - Financial Advisory Services. 39 2y
+38 Transition from PWM to AM? 19 2y
+38 Do I have a future in PWM? 14 2y
+37 FAs/PWM Guys - Can We Get The Real Scoop? THX 21 2y
+37 Anyone experienced Goldman PWM final round interview? 29 1y
+37 Is Private Wealth Management Underrated? 15 2y
+36 Financial advisor father 23 2y
+36 IB/buyside to Wealth Management 21 2y
+35 JPMorgan Private Bank best for Private Wealth Management? 17 5mo
+35 Breaking into PWM or ANYTHING from a non-target? 24 1y
+35 Ernst and Young Risk Advisory Position vs Financial Analyst at JPM 21 2y
+35 Trend In Abolishing Commissions For PWM 7 2y
+34 Why You Should (And Shouldn't) Ditch Your Financial Advisor For A Computer 11 2y
+34 Looking for a Good Financial Valuation/Modeling Online Course 31 7y
+34 BB PWM vs MBB 15 2y
+34 Bernstein Private Wealth Management - Any Information Appreciated 7 2y

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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%
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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%
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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%
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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
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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...”

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