0 Wells Fargo Fires Over a Dozen for Simulation of Keyboard Activity (BBG) 1 8h
+75 I Followed Your Advice from 2014 - Here’s What Worked (and Didn’t) 1 3d
0 Bulge Bracket Drug Testing 1 1w
+9 WM vs. B2B Insurance for building a book generating $1,000,000 a year of take home 1 1w
+12 Private Banking in NYC or Austin? 3 1w
+21 Investment Strategy Group-PWM-Goldman Sachs 9 2w
+9 Help with Job Offer 1 3w
+14 Premed to Wealth Management 2 3w
0 BofA Internship 1 4w
0 JPM PB 2025 Analyst Applications 1 1mo
+9 JPM PB roles 2 1mo
+4 Wealth Management Superday 3 1mo
+3 Does UBS have a PWM SA in home office? 2 1mo
0 JPM PB Superday 1 1mo
+12 JPM Private Banking Superday 20 1mo
0 How long to hear back from super day GS PWM 1 1mo
0 Bofa Hirevue for Wealth management 0 1mo
0 Goldman Sachs PWM Hirevue 1 2mo
0 Series 65 - Help 0 2mo
0 BofA Wealth Management 2025 1 2mo
0 Does high-yield savings bank accounts really pay 5% interest no matter how much money you deposit into it? 3 2mo
+12 Blackstone Private Wealth Solutions Interview 5 2mo
0 Prep for Wealth Management? 1 2mo
0 Summer Internship Decision Insight Summer 2025 1 2mo
+58 Ask anything about private banking/pwm 82 2mo
+13 Charged with a FAKE ID (citation) and planning to work in banking 11 3mo
+5 Independent Research with a Professor 3 3mo
0 Order Ambien At Lower Prices 0 3mo
+3 Client and Relationship management roles? 2 3mo
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 3mo
+2 Private Banking Salary Progression 2 3mo
+8 Big 4’s Financial advisory ranking 5 4mo
0 How to choose which Gold IRA company is best for you? 1 4mo
0 KeyBank Summer 2024 Wealth Management Internship Program Upcoming Interview 1 5mo
+3 GS Ayco Internal Mobility 2 5mo
+3 Wealth Management recruiting season 2 6mo
+12 Summer Analyst PWM Superday Advice 8 6mo
0 BD Role 1 6mo
0 WM Superday BB 1 6mo
+7 Family Office Salary 9 7mo
+6 Wealth Management Superday GS 9 7mo
+6 PWP Chicago 2 7mo
+9 Seeking Advice on Hedge Fund to Wealth Management Career Transition 1 7mo
+3 Goldman Sachs London PWM Superday 4 7mo
+10 Haven’t Heard Back From My Superday 2 7mo
0 GS PWM Business Development Professional - Associate 1 8mo
+17 JPM PB Salary - Analyst Associate 25 8mo
+8 JPMorgan Chase FADT Program 2 8mo
+9 Difference in what PWM between IB, Consulting and Law firms do? 1 9mo
+3 Banque Cramer & Cie SA - is it a reliable bank? 1 9mo
+6 UBS Graduate Schemes 1 9mo
+9 J.P. Morgan Industries 1 10mo
+10 What do Private Banking Analysts do? 5 10mo
0 Wealth management internship 1 10mo
+6 Morgan Stanley Firm Risk Management EPP 2023 85 10mo
+9 Priv Wealth Salary insight 2 10mo
+3 Morgan Stanley HireVue 2024 Summer Analyst 4 11mo
+9 WM / PWM - Wirehouse Compensation Structure UK 1 11mo
+3 Splitting the bill at networking lunches? 1 11mo
+9 Investing client funds? 1 1y
+9 Navigating the Unknown: Young Advisor Alone 1 1y
+9 Federal Tax incentives for Conservation Easements 1 1y
+4 PWM shops in Canada 3 1y
+9 Embarking on a Financial Advisor Journey: Challenges, Obstacles, and Joys! 1 1y
+11 I've been put in an awkward position w/ JPM PV follow-up 6 1y
+15 Initial phone interviews + PWM -> IB lateral recruiting 5 1y
+6 Does cold-calling qualified leads--High Net Worth individuals--work in Private Banking? 2 1y
+3 Wealth Mgnt vs Commercial Banking : Which is more valuable to a regional bank? 1 1y
0 Does cold-calling (targeted fit prospects) work in Private Banking? 1 1y
+6 Path for private wealth/investment management? 1 1y
+52 Never Been on a Plane Before - Please Help! 18 1y
+5 Internship expectations? 3 1y
+8 Financial advisor comp structure - wirehouses vs. banks 7 1y
+6 Wells Fargo WIM Analyst 2023 2 1y
0 Internal wholesaler and private banking wealth management career advice 1 1y
+10 Am I on the right track? 3 1y
+3 Goldman vs JP Morgan Private Wealth 10 1y
+9 Brahmi: 400 Comprar Thailand Cost 1 1y
+3 Robo 1 1y
+25 Traditional Private Equity vs. Sovereign Wealth Funds 8 1y
+3 2024 Summer WM Analyst Applications 1 1y
+3 JPM Private Client Investment Associate 1 1y
+6 JP Morgan Private Bank - Asset & Wealth Management Summer Associate 3 1y
+4 Return offer Contingency Plans? | GS Layoffs (PWM) 3 1y
+3 JP Morgan Interview 1 1y
+14 Wealth Management Bonus 9 1y
+70 GS Private Wealth Management post MBA 35 1y
+6 Capital Group - What are your personal experiences? 3 1y
+9 Ceftin: Generic From Doctors Online 1 1y
+9 Family Accounts 1 1y
+3 Bank of America - Private Bank 1 1y
0 How to buy Adderall Online from a reputable pharmacy 2 1y
+7 Series 7/66 Study Materials Reimbursement Before scheduled Start Date? 3 1y
+7 UBS Wealth Management - Hours/Comp/Progression? 3 1y
+6 Goldman Sachs PWM vs Morgan Stanley PWM 7 1y
+3 Goldman Sachs PWM Summer Intern offer VS tier 3 European Bank PWM full time offer 5 1y
+310 Q&A: A Bored Financial Advisor 113 1y
+3 Read Health and Wellness Blog to Improve Your Lifestyle 1 1y
+3 Merrill Wealth Management Summer Analyst Program Final Round Interview 2023 2 1y
+6 Wealth Management Entry Level Positions 1 1y

Career Advancement Opportunities

June 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 16 97.1%

Overall Employee Satisfaction

June 2024 Investment Banking

  • Harris Williams & Co. 19 99.4%
  • Lazard Freres 06 98.9%
  • JPMorgan Chase 09 98.3%
  • Morgan Stanley 05 97.7%
  • Moelis & Company 01 97.1%

Professional Growth Opportunities

June 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 05 97.1%

Total Avg Compensation

June 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (22) $375
  • Associates (94) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (69) $168
  • 1st Year Analyst (207) $159
  • Intern/Summer Analyst (151) $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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