+15 PWM vs Sales roles in IB 4 2y
+15 SAs! Summer NYC Apartment Subleasing / Subletting Opportunity; Late May - End of August 14 3y
+15 GAO Fed Audit Released 8 12y
+15 Partner tells me PWM will be Boiler Room Style Cold Calling 16 2y
+15 Financial Advisor for which firm? 5 2y
+15 PWM Summer Analyst? 10 2y
+15 I used to be a teacher and I want to be a FInancial Advisor. What should I do? 5 2y
+15 Morgan Stanley Wealth Management 3 2y
+15 Buy-side Analyst to Private Bank Wealth Management (CFA charterholder) 8 2y
+15 What is my next move within PWM? 10 2y
+15 URGENT: Wealth Management or Financial Law? 7 2y
+15 J.P.Morgan Wealth Management Summer Analyst Hong Kong - 1st & 2nd Round Interviews 5 2y
+15 Difference between Private Wealth Management and Financial Advising? 9 2y
+15 GS Ops vs. MS PWM 6 2y
+15 Freshman Summer Internship Opportunity PWM vs Search Fund Internship for getting into IB 5 2y
+15 SA in NYC: Lazard Financial Advisory or RBC Generalist 1 2y
+15 Goldman PWM vs BAML Global Wealth Investment Management 7 2y
+15 How to prepare myself for upcoming PWM internship??? 2 2y
+15 J.P. Morgan Wealth Management Super-day 25 2y
+15 Blackrock Financial Market Advisory (FMA) 2 2y
+15 Wealth Management Background Becoming Financial Analyst 2 2y
+15 Wealth Management intern to IB Intern (Summer 2020), Advice? 1 2y
+15 J.P.Morgan SA Asset & Wealth Management 2020 19 2y
+15 How would you rank the following firms? Wells Fargo Financial Sponsors (NY), RBC Tech (NY), USA Advisors (SF), FT Partners (SF) 3 2y
+15 Offer PWM internship 1 2y
+15 Goldman Sachs PWM Lateral Move after Internship/Few Years 1 2y
+15 Moving from Big 4 (Canada) Wealth Management to IB 9 2y
+15 Any Financial Advisors Here? 6 2y
+15 Initial phone interviews + PWM -> IB lateral recruiting 5 11mo
+15 Working with an Idiotic Boss 2 1y
+15 JPM PB Salary - Analyst Associate 25 5mo
+14 Financial Advisor vs. AM 9 2y
+14 UBS PWM vs. Goldman Operations 6 2y
+14 PWM Cold Calling Etiquette 10 2y
+14 PWM vs. Hedge Fund 19 2y
+14 Global Wealth Management internship interview 32 2y
+14 looking for PWM internship...initial response from partner but no follow through 2 2y
+14 SA class in PWM? 2 2y
+14 Breaking into a junior or entry level Asset/Wealth Management position. 3 2y
+14 Accepted back office position with Goldman PWM- Possible to make switch to front office? 14 2y
+14 What to do after 4+ years at family office/wealth management? 3 2y
+14 PWM compensation $$$ 8 2y
+14 JP Morgan Chase Wealth Management 7 2y
+14 HELP! BB PWM vs Commodities Prop House for MF/HF PM track 4 2y
+14 IBD to PWM 1 2y
+14 Wealth Management Career Path 4 2y
+14 Financial Advisor? 3 2y
+14 Should I Take Huge Pay Cut For An Entry Level Financial Advisory Role Post MBA? 3 2y
+14 Freshman year Summer - BB PWM or Regional IB 8 2y
+14 WSO free t-shirt delivery to Europe 6 1y
+14 JPM Private Bank Vs GS PWM Vs MS Investment Management 13 2y
+14 Career Path - Investment Advisor 2 1y
+14 Small Firm - Jr. Advisor - Need outside thoughts 2 1y
+14 Wealth Management Bonus 9 1y
+13 Need Help---I Banking Questions--Please Help 9 14y
+13 PWM or corporate treasury internship? 7 2y
+13 Deutsche Bank PWM in LA 19 2y
+13 How hard is it to get a UBS PWM internship? 7 2y
+13 How do I get on a track for personal financial advisory? 2 2y
+13 Private Wealth Management work description on Resume 3 2y
+13 Background as a Financial Advisor/Broker - Any way in? 1 2y
+13 Unpaid PE Internship and PWM Internship 5 2y
+13 PWM out of college 10 2y
+13 PWM or PE 33 1y
+13 How to prepare for a Wealth Management position 5 2y
+13 How difficult will it be for me to move from a PWM internship into M&A or Equity Research? 1 2y
+13 Moving from Private Wealth Management to Portfolio Management 1 2y
+13 Irish, UK and Dutch Universities for Wealth & Asset Management 2 2y
+13 Asset management vs Private banking/wealth management 2 2y
+13 Goldman Sachs PWM Associate Interview.. (s) 2 2y
+13 Asset/Wealth Management vs Corporate Banking 4 2y
+13 Wealth management: Who do you trust? 2 2y
+13 High School Graduate, Ultimately want to get into Investment Banking. Should I take this Wealth Management internship offer? 3 2y
+13 What is the comps structure like for Wealth Management? 1 2y
+13 How hard is it to go from PWM to IB?? 4 2y
+13 GS Asset Management, CIMD, PWM, and others SA 2022 58 2y
+13 Is a "Financial Advisor" all the finance jobs put into one person? 6 2y
+13 JP Morgan PB hours (SOlutions) 23 1y
+13 Charged with a FAKE ID (citation) and planning to work in banking 11 2w
+13 CFA vs CAIA 9 1y
+13 GS, JP or MS (PB & PWM) 3 10mo
+12 Deloitte Financial Advisory Services Questions 9 2y
+12 For Sale: BB Investment Banking Training Materials 9 13y
+12 Anyone need a roommate in NYC? Need to move in around Feb 2011 2 3y
+12 2002 Mercury Cougar transformed into a Bugatti Veyron 5 3y
+12 Unpaid PWM Internship? 17 2y
+12 Wall Street Prep - Premium Self Study Missing Materials 3 9y
+12 Move from BB private bank/pwm trader to S&T trader? 2 2y
+12 Deloitte Peformance Enhancement Advisory Analyst - Financial Advisory (Canada) 2 2y
+12 Goldman Sachs PWM Summer Associate 1 2y
+12 Wealth Management Freshman Year Internship coming from Target School 1 2y
+12 Chartwell Financial Advisory? 9 2y
+12 F500 Financial Analyst Internship vs. Middle Office Internship at PWM/Regional Superbank 1 2y
+12 RBS - Coutts Bank- Private banking/ wealth management graduate scheme assessment centre 1 2y
+12 Shift from MS Wealth Management to MS Investment Management? 4 2y
+12 PWM Associate Advisor 2 2y
+12 IB, wealth management, or Big 4 2 2y
+12 Blackstone Private Wealth Solutions (PWS) Interview 8 2y
+12 Getting into wealth management 2 2y
+12 JP Morgan PWM Superday 11/3 13 2y

Career Advancement Opportunities

March 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

March 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%

Professional Growth Opportunities

March 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%

Total Avg Compensation

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (202) $159
  • Intern/Summer Analyst (144) $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

“... I believe it was the single biggest reason why I ended up with an offer...”