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+21 Salary and timeline of a Financial Advisor? 7 2y
+21 PWM internship or Angel Investment Network internship for freshman summer at Target? 6 2y
+21 Can Anyone Help: Trying to Break into IB from Wealth Management and obtaining MBA? 1 2y
+21 Doctor/dentist vs financial advisor with my father 9 2y
+21 Crossing over from Wealth Management to Capital Markets via Grad School 1 2y
+21 Wealth Management Recruiting Season? 9 2y
+21 F500 FLDP to PWM Help 2 2y
+21 Am I stuck in PWM? 4 2y
+20 Investment Strategy Group-PWM-Goldman Sachs 8 1mo
+20 Will this investment tracking tool make private wealth management douchebags extinct? 9 2y
+20 how did you find your private wealth management internship? 17 2y
+20 Wall Street Prep - Questions from potential buyer. 2 3y
+20 PWM - Rising freshman that wants to go into IB 11 2y
+20 Wealth Management BB vs BB Sales and Trading (Regional Office) 11 2y
+20 More Prestigious- Retail or PWM? 7 2y
+20 How do I best take advantage of my UBS PWM internship? 5 2y
+20 PE to PWM 4 2y
+20 Job in finance entry level other then a Financial Advisor 11 2y
+20 Freshman Year Summer at Target: PWM BB vs. International Internship vs. Study Abroad 7 2y
+20 Goldman Sachs "PWM Management Team"? 9 2y
+20 Breaking into Financial Advisory @ Big4 [advice required] 9 2y
+20 IB Internship in Minneapolis Vs. PWM Internship at Morgan Stanley in NYC 8 2y
+20 What are the best Private Wealth Management firms? (Salary, benefits, prestige, culture, etc) 9 2y
+20 Wealth Management(MS, UBS, Jefferies, Rock) 6 2y
+19 Wachovia PWM 1 2y
+19 GS v DB v ML v MS for London PWM 6 2y
+19 Financial Advisor Exit Ops? 22 2y
+19 Merrill Lynch - Wealth Management Division 14 2y
+19 Boutique IB VS. BAML PWM - Sophomore Summer 12 2y
+19 Wealth Management Internship Interview Questions and Pointers? 11 2y
+19 Breaking out of consulting into PWM 7 2y
+19 Private Equity Vs. Wealth Management Internship 6 2y
+19 Is PWM/PB still a viable career path? 5 2y
+19 Financial Advisor Compensation Structures 4 2y
+19 I'm not doing PWM the summer after freshman year. Am I screwed? What do I do? 7 2y
+19 After Graduation: Goldman Sachs Private Wealth Management or Deloitte S&O? 7 2y
+19 Discussing overcoming ADHD in elevator pitch 5 1y
+19 Advisors: Can you build a book exponentially faster by undercutting on price? 3 1y
+18 IM vs PWM 17 2y
+18 Which job, PWM or fund accounting? 6 2y
+18 WSO Credits - when are they available after purchase? 20 13y
+18 Difference Between Asset Management and Wealth Management? 14 2y
+18 late in the game for PWM? 5 2y
+18 How easy is it to switch from Wealth Management to Asset Management? 15 2y
+18 Booz Allen Hamilton vs. BB PWM 7 2y
+18 Goldman interview-- PWM summer internship 22 1y
+18 Suntrust IBD vs. Blackrock FMA vs. UBS PWM vs. Rothschild FA 18 2y
+18 Aiming for GS/MS/JPM PWM 12 2y
+18 Project finance vs boutique m&a financial advisory? 7 2y
+18 JP Morgan Investment Banking v. Goldman Sachs Private Wealth Management v. Goldman Credit Research 11 2y
+18 MS/BOAML Wealth Management, Asset Management PNC/ Prudential- What to Choose? 20 2y
+18 Boutique IB vs MS PWM Sophomore Summer 4 2y
+18 Anyone ever do Wealth/Investment Management internship? 28 2y
+18 Financial Markets Advisory (FMA) Blackrock superday 11/20/17 19 2y
+18 22 year old financial advisor 1 2y
+18 The Truth About Wealth Management 3 2y
+18 PB/PWM - Moving from small, bespoke firm to a BB. 1 2y
+18 Career in JPM PWM 2 2y
+18 Fall internships: Risk or PWM? 6 2y
+18 JPM Summer Associate PWM Hirevue Interview 2 2y
+18 MSc in Wealth Management 9 2y
+18 Wealth Management vs. Corporate Finance 4 1y
+18 PRIVATE BANKING - what do they actually do? 11 1y
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 2mo
+17 Bonuses: Private Wealth Management 12 2y
+17 Summer PWM internship? 7 2y
+17 Wealth Management at BB 7 2y
+17 Casual Meeting w/ PWM Founder/Partner Advice 4 2y
+17 Mutual Fund- PWM? PB? AM? 3 2y
+17 Advice Request- Career track in private wealth/ private banking 3 2y
+17 Goldman Sachs Asset Management (Not pwm) 20 1y
+17 Is Wealth Management a good place to start? 5 2y
+17 What are the key differences between BB PWM and traditional wealth management? 7 2y
+17 IBD to PWM to IBD for FT? 5 2y
+17 Mini Q&A: I'm a seasoned Financial Advisor at a Large Wirehouse, should I leave and get my MBA? 2 2y
+17 Sophomore Summer Internship - Local PWM firm or Small FP&A firm? 5 2y
+17 Wealth management over PE 12 2y
+17 Inter-dealer Broking or Wealth Management Career? 3 2y
+17 PwC Mgmt Consulting vs. Goldman Sachs PWM?? 10 2y
+17 PWM Intern unsure of job prospects. 1 2y
+17 What's better experience to leap into IB - PWM or Commercial Banking (1-25mm credit)? 4 2y
+17 Incoming freshman here: freshman summer PWM internship? 3 2y
+16 Morgan Stanley Smith Barney = Morgan Stanley PWM Summer Analyst 7 2y
+16 PWM Leads? 10 2y
+16 Should I consider a financial advisor/PWM career if I have connections? 9 2y
+16 GS PWM or JPM PB 11 2y
+16 Financial Advisory at a global investment bank VS sell-side M&A at a boutique middle market shop? 7 2y
+16 Verifying the use of TTS, WSP & BIWS 6 9y
+16 Do wealth management associates receive generous bonuses? 4 2y
+16 Asset Management / PWM entry level salaries in the UK 5 2y
+16 Nomura Sales vs. JPM Wealth Management (Hong Kong) 9 2y
+16 Giving my insights as an incoming PWM APAC graduate 3 2y
+16 PWM at BB to Hedge Fund? 2 2y
+16 HOW TO: Move into IB/ST from PWM ? 3 2y
+16 Advice: Transitioning from Wealth Management to Sales and Trading 2 2y
+16 I am a freshman in college and am interested in either investment banking or becoming a financial/investment advisor 5 2y
+16 Is being a CPA before PWM a good idea? 6 2y
+16 Blackrock Fundamental Equities vs Blackrock Financial Market Advisory 6 2y
+16 Should i take PWM role in sophomore year, if my goal is to go into IB? 2 1y
+16 Please Help Me Decide - Stay at my current job or take another route? 5 1y

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Career Resources

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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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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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...”

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