+34 Why You Should (And Shouldn't) Ditch Your Financial Advisor For A Computer 11 2y
+35 Trend In Abolishing Commissions For PWM 7 2y
+42 Goldman Opens Private Bank for Wealthy Clients 9 2y
0 How to Renege PWM 4 2y
0 PWM and Ops Internship - Overkill? 9 2y
0 Career Transition Insight/Advice Requested - Targeting PB/PWM 8 2y
0 REIT SA vs PWM Intern 5 2y
0 What To Do Before PWM 3 2y
+144 Wealth Management 144 2y
0 Cold Call to NY Financial Advisor 5 2y
0 PWM or Energy Trading? 13 2y
0 Clueless freshman with two options in PWM BB's seeking advice from senior primates 1 2y
0 Senior student interested in PWM 3 2y
0 When to start looking for PWM internships 3 2y
0 PWM Internship - Housing stipend? 2 2y
0 Financial advisor insights: 10 most significant trends for 2013 3 2y
0 PWM summer intern basic questions 1 2y
0 HL Corporate Finance and Financial Advisory 4 2y
0 F100 vs BB PWM for Investment Banking 4 2y
0 How to Prepare for PWM Internship? 9 2y
0 Part-time (school year) PWM internships 3 2y
0 MO at BB vs. Big4 Financial Services Advisory 6 2y
0 Do any of you use PWM services? 13 2y
0 PWM EXPERIENCES/TIPS 4 2y
+8 PWM spreadsheets 2 2y
0 Kinda screwed this year up, no internship plans this summer, try PWM now? 14 2y
0 ER Wealth Management v. Sell-Side 11 2y
+17 Wealth Management at BB 7 2y
0 UBS wealth management internship interview 5 2y
0 PwC Capital Market/ Financial Advisory-Need suggestions 8 2y
0 First Year MBA -> PWM 8 2y
0 Transitioning from financial advisory to ER 4 2y
0 Went from pulling in BBs,MMs and Consulting firms to struggling to get PWM. 6 2y
0 PWM for 2 summers in a row 6 2y
0 Will PWM firms take gap year students? 2 2y
0 Wealth Management entry level job-cold calling who? 4 2y
0 Getting a job in PE, PWM, IB, derivatives, Hedge funds etc... 6 2y
0 Analyst pay and progression at BB PWMs in London 2 2y
0 Private Wealth Management to Equity Research / Hedge fund 3 2y
0 PWM Research Analyst questions 5 2y
+18 IM vs PWM 17 2y
0 West Coast PWM? 2 2y
0 Merrill Lynch pwm pay 4 2y
+13 How do I get on a track for personal financial advisory? 2 2y
0 Transition from PWM to a Analyst role 2 2y
0 Sophomore Renege IBD vs PWM 1 2y
+31 PWM Exit Opportunities? 27 2y
+26 Become a PWM Analyst 14 2y
+39 MSSB Private Wealth Planning Advisor 19 2y
+45 Freshmen internship: BB PWM vs. Boutique Equity Research 38 2y
0 PWM program that offers autonomy 1 2y
0 Big 4 TAS or GS PWM for transition into IBD 5 2y
0 M&A/Advisory to Sales/PWM.. 4 2y
+15 Financial Advisor for which firm? 5 2y
0 Private Wealth Management - Tips or suggestions? 3 2y
0 PWM/Asset Management Resume 7 2y
0 Proper email to PWM Financial Advisors 4 2y
0 Freshman Wealth Management Internship - Advice? 8 2y
0 Too late for PWM? 3 2y
0 PWM to Consulting 1 2y
0 Sophomore Internship - PWM internship 4 2y
0 LSE+PWM vs KBW ER Sophomore Summer 6 2y
0 JPM Private Banking VS GS PWM (SA Position) 10 2y
+3 Is it way too late for PWM Intenrships in regional offices 5 2y
+33 Starting Career in PWM 11 2y
0 Renege - Soph ER vs PWM+LSE 2 2y
0 PWM v. Insurance Underwriting 13 2y
+22 Financial Advisory 5 2y
0 Is FA/ RIA/ PWM/ IM in Europe also impossible for US citizens??? 6 2y
0 What to do to get an SA job next summer other than this PWM internship? 6 2y
+31 Investment Consulting vs PB/PWM: Which has better exit opps, better regarded 15 2y
0 Background check is taking so long for a pwm internship. 6 2y
+11 Deutsche Bank Jacksonville vs PE wealth management offer 14 2y
+12 Unpaid PWM Internship? 17 2y
+18 Aiming for GS/MS/JPM PWM 12 2y
0 GS PWM vs no name IB 14 2y
0 Houlihan Lokey - Financial Advisory Services-Dispute/Litigation Group 5 2y
0 PWM to CFO? 2 2y
0 UBS Wealth Management IPS Summer Internship Singapore 2014 14 2y
0 Question about PWM and FT offer 2 2y
0 South Florida banks and smaller PWM boutiques that provide H1b 5 2y
0 PWM: Informal Internship at BB? 5 2y
+56 is it true that BB PWM >> no-name IBD/HF/other FO role for SA recruiting? 34 2y
0 Goldman Sachs PWM vs. Barclays IBD & Houlihan Lokey IBD to MBB Consulting 7 2y
0 Help! Meeting with PWM Director next week 4 2y
0 financial advisor job 2 2y
0 Low PWM offer 6 2y
+7 GS PWM interview questions 5 2y
0 Went to a Financial Advisor recruiting/job briefing: confused and unsure 2 2y
+41 Buying A Small Wealth Management Firm 24 2y
0 Morgan Stanley Financial Advisor: Good Gig? 9 2y
0 Non-Target Resume Review - Internships in IB, PWM, Consulting, and Corp Fin 3 2y
0 Which Internship to choose from ( PWM) ? 8 2y
0 About PWM 2 2y
+68 Private Banking (ultra high-net worth wealth management). What can you tell me about it? 38 2y
0 Do firms notify prospective Wealth Management interns about interviews later than other divisions? 1 2y
0 JP Morgan PWM or BMO Capital Markets IBD? 2 2y
0 Help distinguishing PWM subsectors 2 2y
+59 Is PWM truly a professional black hole for aspiring financiers? 30 2y
0 To work in PWM in an investment bank, please list the most relevant financial work experiences that is necessary for this? 3 2y

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%

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%

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%

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
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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