0 Audit vs PWM 1 2y
+6 Stepping stones to pivot from PWM to IB 1 2y
+3 Exclusive financial advisor vs financial advisor in M&A? 7 2y
+25 Which is the best to start in: Corporate Finance, Commercial Banking, or Wealth Management? 11 2y
+6 EY-Parthenon Deal Technology vs Deloitte Risk & Financial Advisory - Technology? 1 2y
+1 Will China Asset/Wealth Management sector surpass the US's in the next 40 years? 4 2y
+9 Wealth Management Recruiting Decision 1 2y
+9 Financial Advisor trying to break into IB 1 2y
0 JP Morgan Wealth Management or EY Parthenon Internship Offer 6 2y
0 Bail on Morgan Stanley PWM CSA Role? 1 2y
+3 Goldman Sachs PWM vs. EY Transactional Real Estate 8 2y
+36 IB/buyside to Wealth Management 21 2y
+3 Business Advisory Services & Financial Advisory Firms in India 1 2y
+12 PWM Analyst Attempting to Break Into AM (Worthwhile to Pursue an MBA Program?) 4 2y
+23 PWM -> IBD in Canada 13 2y
+9 Deloitte Financial Advisory to Investment Banking Advice needed , Toronto 1 2y
+10 Internship comparison: PWM vs. boutique vs. Top defense company 3 2y
+11 Sophomore internship: PWM vs. boutique vs. Top defense company 1 2y
+3 What kind of research do financial advisors (RIAs) buy to invest their clients' money? 1 2y
+73 Newbie Financial Advisor: How To Be Successful. 38 2y
+11 What summer analyst position should I take? Blackrock ETF and index investing or Goldman Sachs PWM Investment Management? 4 2y
0 Looking for NYC roommate - Starting FT in NYC 5 2y
0 Breaking into Institutional Wealth Management 0 3y
+3 William Blair PWM Internship Final Round Interview 0 3y
+12 Morrinson Wealth Management - Experience with as wealth advsiors 0 3y
+12 ZS Associates Business Operations Associate vs. Deloitte Risk and Financial Advisory 0 3y
0 PWM GS Family Office 0 3y
0 Morgan Stanley Financial Advisor Psychometric Testing 0 3y
0 What does a business financial advisor do? 0 3y
+12 At Top BB can PWM Comp be >$1M in 2020 0 3y
0 DE Shaw Generalist Internship or Goldman Sachs PWM Internship in LA Office? 0 3y
+9 Anyone have more info on a PWM Management/Business Development/COO team role 0 3y
+12 Why I Joined WSO 9 3y
+31 WSO bans anyone who talks crap about the crappy WSO guides. DO NOT PURCHASE! 27 3y
0 Looking for a 3rd room mate 0 3y
+15 SAs! Summer NYC Apartment Subleasing / Subletting Opportunity; Late May - End of August 14 3y
0 NYC Housing, Roommate Needed! ... What to do? 8 3y
0 Roommate Needed in NYC 1 3y
+12 Anyone need a roommate in NYC? Need to move in around Feb 2011 2 3y
0 roommate wanted - NYC - 1 bedroom 7 3y
0 Roommate(s) Wanted for NYC 2 3y
0 NY roommate wanted 2 3y
0 Sublet just cancelled on us (NYC), help! 6 3y
0 Looking for housing in the city 5 3y
0 NYC West Village Roomate/Sublet $1250 1 3y
0 Looking for roommate in the Stamford/White Plains areas 0 3y
0 Apartment Sublet in SoHo 10 3y
0 Looking for intern suitemates NYC summer 1 3y
0 GMAT/GRE - Mass Sale - 28 books 0 3y
0 Bed and Desk/Chair for Sale in NYC 3 3y
0 Seeking Apartment for early June 2013 Move In 0 3y
0 Ideation request fully realizing how busy this group is! 0 3y
+4 Need a temp room in Charlotte, NC 1 3y
+12 2002 Mercury Cougar transformed into a Bugatti Veyron 5 3y
+8 Virginia Life Insurance 5 3y
0 San Francisco roomate 3 3y
0 Looking for Roommate(s) in San Francisco (Sept) 0 3y
+3 Michael Lewis -- Vanity Fair 3 3y
0 Lincoln Park 3 3y
0 STC Series 7 Materials, sale or trade 1 3y
0 London SA Flat Share 0 3y
0 London Flatmate Wanted 5 3y
+10 PE - Prep Pack - Balance sheet check 3 3y
+82 Canada Rated Best Country For Business 108 3y
0 Beginning of the End 21 3y
+20 Wall Street Prep - Questions from potential buyer. 2 3y
0 U.S. Debt Ceiling- Possible Downgrade Effects 10 3y
+110 Future of WSO 95 3y
+9 WSO IB Interview Prep - Suitable for Brazil? 1 3y
+33 Selfstudy resources 22 3y
+12 Adventis or Wall Street Prep? 6 4y
+6 WSO Tracker 5 4y
+8 Why do the inflation and interest rate move in the same direction in these tables from WSO guide? 5 4y
+3 WSP Question 1 5y
0 PWM and PB Questions 0 5y
+3 How About Making Practice Exams for the WSO Guides? 1 5y
+3 Algo - a tool that allows you to convert a Google Sheet model to a web app 1 5y
0 The Analyst Advantage Program: Fall Semester 0 5y
+12 Transfer 2 tickets for 21st Annual Wall Street Project Economics Summit GALA 1 6y
+10 Anyone interested in taking WSP Financial Modeling 2 6y
0 Get a desktop or laptop set up for financial modeling at home? 3 6y
0 PWM internship description 0 6y
0 Merrill Lynch MBA associate starting comp range in pwm 0 6y
0 PWM Credit Risk at Morgan Stanley 0 6y
0 Corporate Finance (Financial Advisory?) focused Management Consulting roles 0 6y
0 PWM compensations 0 7y
0 Best BAML Wealth Management Office in NYC? 0 7y
0 MS PWM Internship San Francisco, Has anyone heard back yet? 0 7y
0 RBC Technology & Operation vs EY FSO Financial Advisory. Which one to choose? 0 7y
0 What's a typical day as Private Wealth Manager? 0 7y
0 what's the chance of switching from F500 FP&A to Big Four Financial Advisory? 0 7y
0 The perfect cover letter for financial advisory 0 7y
0 Business Cards: needed in the industry? 10 7y
+34 Looking for a Good Financial Valuation/Modeling Online Course 31 7y
0 Breaking into Wall Street vs. Wall Street Prep 3 7y
0 For Sales Traders & Financial Advisors/Wealth Managers - How do you adjust your Pitch? 0 7y
+138 New Laptop - Financial Modeling 230 7y
0 Fixed Income Analyst in a Regional Bank's PWM/broker dealer arm? 0 7y
0 wealth management cover letter help 0 7y
0 Portfolio Management service - AM, HF or PWM? 0 7y

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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