+56 Ask anything about private banking/pwm 82 1w
+20 Investment Strategy Group-PWM-Goldman Sachs 8 3w
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 1mo
+8 Big 4’s Financial advisory ranking 5 1mo
+6 PWP Chicago 2 4mo
+3 Goldman Sachs London PWM Superday 4 4mo
+4 PWM shops in Canada 3 10mo
+15 Initial phone interviews + PWM -> IB lateral recruiting 5 10mo
+52 Never Been on a Plane Before - Please Help! 18 11mo
0 Internal wholesaler and private banking wealth management career advice 1 1y
+10 Am I on the right track? 3 1y
+9 Brahmi: 400 Comprar Thailand Cost 1 1y
+70 GS Private Wealth Management post MBA 35 1y
+9 JPM PB roles 1 1y
+9 Ceftin: Generic From Doctors Online 1 1y
+309 Q&A: A Bored Financial Advisor 113 1y
+10 Introducing "The Pub" 5 1y
+17 Goldman Sachs Asset Management (Not pwm) 20 1y
+18 Goldman interview-- PWM summer internship 22 1y
+9 PWM at BB during school year or try boutique IB? 1 1y
+12 3.5 GPA but BB PWM + 2 Botique IB internships? Am I Screwed or no? (Sophomore) 4 1y
+12 Strategy Consulting after KPMG Financial Advisory 1 1y
+6 Put a wealth management part-time job in Resume? 2 1y
+75 10 Things You Wish You Knew Before Starting in Financial Advisory/Wealth Management. 23 1y
0 Search fund or Wealth Management? 10 1y
+45 Financial advisor vs investment banker 44 1y
+126 Private Wealth Management: Is it a Zero-Sum Game 19 1y
+9 Prime Brokerage vs PWM? 6 1y
+401 Do retail financial advisors provide ANY value?? 113 1y
+68 2 Internships one summer? PE and PWM 88 1y
+35 Breaking into PWM or ANYTHING from a non-target? 24 1y
+26 Financial Advisory vs. S&O Finance 5 1y
0 Is Goldman Sachs Ayco good for full-Time Wealth Management career? 3 1y
+34 JPMorgan Chase SA 2019 Wealth Management Intern 157 1y
+23 Exits as an Financial Advisor? 16 1y
+264 Private Wealth Management/Private Banking Guide for Associates 61 1y
+18 Wealth Management vs. Corporate Finance 4 1y
+24 PE from Wealth Management? 7 1y
0 Financial Advisor compensation 2 1y
+21 Assessment tests Morgan Stanley Smith Barney’s Financial Advisor Associate Training Program 13 2y
0 DealMaven versus Wall Street Prep (comparing financial training solutions) 37 2y
+3 UBS Financial Advisor Associate Program 1 2y
+1 Wealth Management vs Investment Management Salaries 4 2y
0 ABN AMRO Sales & Trading or Deustche Private Wealth Management? 4 2y
0 Macquarie IBD vs. Morgan Stanley PWM 3 2y
0 For those in PWM 8 2y
+8 Value of a Financial Advisor 12 2y
0 UBS operations or Merrill Lynch pwm? Which internship will help me more in the long run? 9 2y
+9 How Do You Sell Your Wealth Management Internship in Interviews? 6 2y
0 Small hedge fund vs. BB PWM? 17 2y
+10 difference between investment management and wealth management? 8 2y
+13 Deutsche Bank PWM in LA 19 2y
0 wealth management league tables 1 2y
0 Goldman Private Wealth - Summer analyst 5 2y
0 Pay: IBD v. S&T v. ER v. AM/PWM/IM v. PE/HF v. Big4 5 2y
0 Proprietary equity trader (reputed shop) vs. top BB PWM Financial Analyst 15 2y
+24 PWM Career Path 27 2y
+42 Exit opportunities from PWM 27 2y
0 pwm internship -- twice. bad decision? 2 2y
0 Merrill Lynch Vs Smith Barney Wealth Management - How to go about preparing? 3 2y
+18 Which job, PWM or fund accounting? 6 2y
0 Mario Gabelli's Asset Management Company vs. Top BB PWM 6 2y
0 is PWM really that bad? 3 2y
+19 Wachovia PWM 1 2y
+30 Rubin Out, Citi-MS Merging Wealth Management 11 2y
0 GM Financial Advisors 5 2y
0 BB PWM summer internship application process 3 2y
+23 Comparing Trillium Trading to Goldman PWM 8 2y
0 1 yr financial advisory + 1 yr banking = PE? 2 2y
0 PWM to ECM 1 2y
0 PWM - Interviewing with a couple of firms in Houston 8 2y
0 PWM Informational Interview 3 2y
0 Capital One Analyst vs JPM PWM vs Goldman AM TPD 4 2y
+14 Global Wealth Management internship interview 32 2y
0 Need Urgent Review: FT Consulting, PWM 7 2y
0 Difference between GSAM and PWM at Goldman Sachs 4 2y
+26 Just how easy is obtaining a PWM job? 14 2y
0 GSAM Sales (TPD) vs GS PWM Analyst 5 2y
0 Still looking for a job in IBD, S&T or PWM? 5 2y
+24 Full Time MBA - Worth it for PB/PWM? 3 2y
0 Question: Do you consider PWM as banking? 6 2y
0 Regional PWM Office Respect 3 2y
0 ib/ am/ pwm interview question 3 2y
0 League Tables - Private Equity Financial Advisors 31 2y
0 JP Morgan PWM 24 2y
0 Top 10 Wealth Management firms in Southern California 5 2y
0 Goldman Private Wealth Management Associates 11 2y
0 trying to escape my current misery- is PWM or Private Banking the answer? 7 2y
0 First 100 days in Private Wealth Management 2 2y
0 morgan staney hong kong pwm 1 2y
+26 MS pwm to banking? 21 2y
+58 What to put on resume for PWM internship 69 2y
0 take pwm offer at boutique or go big 4 acct 11 2y
0 Securing a FT offer: is it easier in AM or PWM?? 1 2y
0 BofA/ML, Oppenheimer, JPM PWM 1 2y
0 BB PWM vs small S&T ? 3 2y
0 BAML PWM vs MM IB 10 2y
0 Wealth management Structure product desk 3 2y
0 PWM at UBS vs PWM and IB at Janney Montgomery Scott? 1 2y
0 Guggenheim Partners Performance vs Merrill Lynch PWM 7 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

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