+21 Rejected from PWM, lol. 15 4y
+21 Morgan Stanley wealth management analyst 27 4y
+21 BlackRock - Financial Markets Advisory Group? 27 4y
+21 Webinar Rewind - PWM/PB Interview Process and Moving Up + Q&A 0 11y
+21 Fake PWM Internship on Resume---offer reference 2 4y
+21 Basic Excel 30 10y
+21 Salary and timeline of a Financial Advisor? 7 4y
+21 PWM internship or Angel Investment Network internship for freshman summer at Target? 6 4y
+21 Can Anyone Help: Trying to Break into IB from Wealth Management and obtaining MBA? 1 4y
+21 Doctor/dentist vs financial advisor with my father 9 4y
+21 Crossing over from Wealth Management to Capital Markets via Grad School 1 4y
+21 Wealth Management Recruiting Season? 9 4y
+21 F500 FLDP to PWM Help 2 4y
+21 What are the best Private Wealth Management firms? (Salary, benefits, prestige, culture, etc) 9 4y
+21 Am I stuck in PWM? 4 4y
+20 Will this investment tracking tool make private wealth management douchebags extinct? 9 4y
+20 how did you find your private wealth management internship? 17 4y
+20 Wall Street Prep - Questions from potential buyer. 2 6y
+20 PWM - Rising freshman that wants to go into IB 11 4y
+20 Wealth Management at BB 7 4y
+20 Financial Advisor Exit Ops? 22 4y
+20 Wealth Management BB vs BB Sales and Trading (Regional Office) 11 4y
+20 More Prestigious- Retail or PWM? 7 4y
+20 How do I best take advantage of my UBS PWM internship? 5 4y
+20 PE to PWM 4 4y
+20 Job in finance entry level other then a Financial Advisor 11 4y
+20 Freshman Year Summer at Target: PWM BB vs. International Internship vs. Study Abroad 7 4y
+20 Goldman Sachs "PWM Management Team"? 9 4y
+20 Breaking into Financial Advisory @ Big4 [advice required] 9 4y
+20 IB Internship in Minneapolis Vs. PWM Internship at Morgan Stanley in NYC 8 4y
+20 Wealth Management(MS, UBS, Jefferies, Rock) 6 4y
+19 Wachovia PWM 1 4y
+19 GS v DB v ML v MS for London PWM 6 4y
+19 How easy is it to switch from Wealth Management to Asset Management? 15 4y
+19 Merrill Lynch - Wealth Management Division 14 4y
+19 Boutique IB VS. BAML PWM - Sophomore Summer 12 4y
+19 Breaking out of consulting into PWM 7 4y
+19 Private Equity Vs. Wealth Management Internship 6 4y
+19 Is PWM/PB still a viable career path? 5 4y
+19 Financial Advisor Compensation Structures 4 4y
+19 I'm not doing PWM the summer after freshman year. Am I screwed? What do I do? 7 4y
+19 After Graduation: Goldman Sachs Private Wealth Management or Deloitte S&O? 7 4y
+19 Discussing overcoming ADHD in elevator pitch 5 4y
+19 Advisors: Can you build a book exponentially faster by undercutting on price? 3 3y
+19 Is FIRE Really Worth It? Thoughts on Financial Independence 9 6mo
+18 IM vs PWM 17 4y
+18 Which job, PWM or fund accounting? 6 4y
+18 WSO Credits - when are they available after purchase? 20 15y
+18 Difference Between Asset Management and Wealth Management? 14 4y
+18 late in the game for PWM? 5 4y
+18 Booz Allen Hamilton vs. BB PWM 7 4y
+18 Goldman interview-- PWM summer internship 22 3y
+18 Suntrust IBD vs. Blackrock FMA vs. UBS PWM vs. Rothschild FA 18 4y
+18 Aiming for GS/MS/JPM PWM 12 4y
+18 Project finance vs boutique m&a financial advisory? 7 4y
+18 JP Morgan Investment Banking v. Goldman Sachs Private Wealth Management v. Goldman Credit Research 11 4y
+18 Goldman Sachs Asset Management (Not pwm) 20 3y
+18 MS/BOAML Wealth Management, Asset Management PNC/ Prudential- What to Choose? 20 4y
+18 Boutique IB vs MS PWM Sophomore Summer 4 4y
+18 Anyone ever do Wealth/Investment Management internship? 28 4y
+18 Financial Markets Advisory (FMA) Blackrock superday 11/20/17 19 4y
+18 22 year old financial advisor 1 4y
+18 The Truth About Wealth Management 3 4y
+18 PB/PWM - Moving from small, bespoke firm to a BB. 1 4y
+18 Career in JPM PWM 2 4y
+18 Fall internships: Risk or PWM? 6 4y
+18 JPM Summer Associate PWM Hirevue Interview 2 4y
+18 MSc in Wealth Management 9 4y
+18 Wealth Management vs. Corporate Finance 4 4y
+18 PRIVATE BANKING - what do they actually do? 11 3y
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 2y
+18 Wealth Mgmt career as a credible alternative 4 4d
+17 Bonuses: Private Wealth Management 12 4y
+17 Summer PWM internship? 7 4y
+17 Casual Meeting w/ PWM Founder/Partner Advice 4 4y
+17 Mutual Fund- PWM? PB? AM? 3 4y
+17 Advice Request- Career track in private wealth/ private banking 3 4y
+17 Is Wealth Management a good place to start? 5 4y
+17 What are the key differences between BB PWM and traditional wealth management? 7 4y
+17 IBD to PWM to IBD for FT? 5 4y
+17 Mini Q&A: I'm a seasoned Financial Advisor at a Large Wirehouse, should I leave and get my MBA? 2 4y
+17 Sophomore Summer Internship - Local PWM firm or Small FP&A firm? 5 4y
+17 Wealth management over PE 12 4y
+17 Inter-dealer Broking or Wealth Management Career? 3 4y
+17 PwC Mgmt Consulting vs. Goldman Sachs PWM?? 10 4y
+17 PWM Intern unsure of job prospects. 1 4y
+17 What's better experience to leap into IB - PWM or Commercial Banking (1-25mm credit)? 4 4y
+17 Incoming freshman here: freshman summer PWM internship? 3 4y
+17 JPM PB Salary - Analyst Associate 25 2y
+17 The Madison Group - Morgan Stanley 3 1w
+16 Morgan Stanley Smith Barney = Morgan Stanley PWM Summer Analyst 7 4y
+16 PWM Leads? 10 4y
+16 Should I consider a financial advisor/PWM career if I have connections? 9 4y
+16 GS PWM or JPM PB 11 4y
+16 Financial Advisory at a global investment bank VS sell-side M&A at a boutique middle market shop? 7 4y
+16 Verifying the use of TTS, WSP & BIWS 6 11y
+16 PWM Internship after Freshman Year 8 4y
+16 Do wealth management associates receive generous bonuses? 4 4y
+16 Asset Management / PWM entry level salaries in the UK 5 4y
+16 Nomura Sales vs. JPM Wealth Management (Hong Kong) 9 4y

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

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