+15 return offer ratio stats by firm - NYC 14 1mo
0 MS WM NYC vs UBS WM NYC/NJ 1 1mo
0 IB NYC to WM Ex-NYC 0 2mo
+9 Private Banking vs. Finance Law 1 4mo
0 Citi WM intern 0 7mo
+30 Tony Soprano Net Worth 7 8mo
+9 Terminated After Failing Series 63 by 3 Questions — Retaking Soon. Will Being Fully Licensed Help in Job Search? 2 9mo
+6 Bank of America - Portfolio Management Senior Associate 1 1y
0 JPM Private Bank SA 2026 4 1y
+6 2025 Summer Recruiting Over? 1 1y
0 JPMorgan US Private Bank NYC Office 2026 SA 1 1y
0 JPM Private Bank Comp Progression 1 1y
0 Wealth Management Internship Interview 1 1y
0 Career move advice needed! PWM (multi family office) 2 1y
+9 Thoughts on Career Projectory 1 1y
+9 Return Offer From Smaller RIA vs Recruiting for BB Wealth Management 1 1y
0 Have a coffee chat with BB MD NYC wealth management 2 1y
+6 Getting a full time offer for PWM advice & questions 2 1y
+12 Private Banking in NYC or Austin? 3 2y
+10 JPM PB roles 2 2y
+3 Does UBS have a PWM SA in home office? 2 2y
0 Does high-yield savings bank accounts really pay 5% interest no matter how much money you deposit into it? 3 2y
+13 Charged with a FAKE ID (citation) and planning to work in banking 11 2y
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 2y
+3 GS Ayco Internal Mobility 2 2y
+6 PWP Chicago 2 2y
+10 Haven’t Heard Back From My Superday 2 2y
+9 J.P. Morgan Industries 1 2y
+6 Morgan Stanley Firm Risk Management EPP 2023 85 2y
+12 I've been put in an awkward position w/ JPM PV follow-up 6 3y
+3 Wealth Mgnt vs Commercial Banking : Which is more valuable to a regional bank? 1 3y
+52 Never Been on a Plane Before - Please Help! 18 3y
+3 Goldman vs JP Morgan Private Wealth 10 3y
+9 Brahmi: 400 Comprar Thailand Cost 1 3y
+3 2024 Summer WM Analyst Applications 1 3y
+3 JPM Private Client Investment Associate 1 3y
+1 Interview for BlackRock US Wealth Advisory- National Accounts 4 3y
+18 Goldman interview-- PWM summer internship 22 3y
+13 JP Morgan PB hours (SOlutions) 23 3y
+3 BOA Wealth Management Super day full time analyst 2 3y
+4 Wealth Management Fully Time Analyst Superday BOA 4 3y
+52 BAML is better than every EB 42 3y
+3 UBS Global Wealth Management '23 1 3y
+3 UBS Global Wealth MGT 1 3y
0 Exit Opps for GS? 2 3y
+3 Advisor Consultant Intern Interview 2 3y
0 NYC Intern Poker Event - Hosted by Kalshi in SoHo 1 3y
+6 Can I move from WM to IB at a BB? 6 3y
+264 Private Wealth Management/Private Banking Guide for Associates 61 3y
+13 Is a "Financial Advisor" all the finance jobs put into one person? 6 4y
+2 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB? 6 4y
0 Plz give advice: Sophmore MS PWM in NYC or no-name IBD? 1 4y
0 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB? 1 4y
+6 Sophmore at IVY, got MS Wealth Management Internship in NYC through MD family connection, should I take this? 1 4y
0 Small hedge fund vs. BB PWM? 17 4y
0 Proprietary equity trader (reputed shop) vs. top BB PWM Financial Analyst 15 4y
+24 Full Time MBA - Worth it for PB/PWM? 3 4y
0 Regional PWM Office Respect 3 4y
0 SA Compensation at BB PWM equals IBD? 4 4y
0 BofA/ML, Oppenheimer, JPM PWM 1 4y
0 BB PWM vs small S&T ? 3 4y
0 BAML PWM vs MM IB 10 4y
0 PWM at UBS vs PWM and IB at Janney Montgomery Scott? 1 4y
0 Merrill Lynch Wealth Management Intern 1 4y
+16 PWM Leads? 10 4y
0 Euronext Internship or Full Work Experience at a Wealth Management Firm 6 4y
+20 Job in finance entry level other then a Financial Advisor 11 4y
+42 $100K total comp. for 1st year PWM Financial Analyst? 29 4y
0 UBS PWM Fall 2 4y
0 Sophomore Spring PWM Internship? 8 4y
+35 Ernst and Young Risk Advisory Position vs Financial Analyst at JPM 21 4y
0 GPA FOR PWM 28 4y
+13 How hard is it to get a UBS PWM internship? 7 4y
+10 Location of BB PWM 1 4y
0 PWM or should keep looking? 4 4y
0 BB PWM Job in NYC, now commence making fun of me, as I am a horrible 'networker' 10 4y
0 Hometown PWM versus Social Media start up for sophomore year 2 4y
0 Career Transition Insight/Advice Requested - Targeting PB/PWM 8 4y
+9 Will a Wealth Management Internship help me land a job/internship in S&T or IB? 27 4y
0 MO at BB vs. Big4 Financial Services Advisory 6 4y
0 Kinda screwed this year up, no internship plans this summer, try PWM now? 14 4y
0 Getting a job in PE, PWM, IB, derivatives, Hedge funds etc... 6 4y
0 Cold Call to NY Financial Advisor 5 4y
0 PWM EXPERIENCES/TIPS 4 4y
0 PWM v. Insurance Underwriting 13 4y
0 Too late for PWM? 3 4y
+39 MSSB Private Wealth Planning Advisor 19 4y
+11 Deutsche Bank Jacksonville vs PE wealth management offer 14 4y
0 West Coast PWM? 2 4y
+30 PWM or Accounting internships 33 4y
0 Boutique private wealth management/operations or Summer Business Program? 5 4y
0 Goldman Sachs PWM vs. Barclays IBD & Houlihan Lokey IBD to MBB Consulting 7 4y
+198 How PWM really works (part 1): past, present, future, and $$$ 60 4y
+17 Mutual Fund- PWM? PB? AM? 3 4y
+17 Advice Request- Career track in private wealth/ private banking 3 4y
0 PWM Predicament 5 4y
+75 Blackstone to Spin Off Financial Advisory Business 60 4y
0 PWM internship help/advice 1 4y
+15 Goldman Sachs PWM vs. MM IB 6 4y
0 Federal Reserve (Financial Institution Supervision Group) Vs MS Private Wealth Management 7 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

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