0 Does UBS have a PWM SA in home office? 1 1w
0 Does high-yield savings bank accounts really pay 5% interest no matter how much money you deposit into it? 3 3w
+13 Charged with a FAKE ID (citation) and planning to work in banking 11 1mo
+5 Independent Research with a Professor 3 1mo
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 2mo
+3 GS Ayco Internal Mobility 2 4mo
+6 PWP Chicago 2 5mo
+10 Haven’t Heard Back From My Superday 2 5mo
+9 J.P. Morgan Industries 1 8mo
+6 Morgan Stanley Firm Risk Management EPP 2023 85 9mo
+11 I've been put in an awkward position w/ JPM PV follow-up 6 11mo
+3 Wealth Mgnt vs Commercial Banking : Which is more valuable to a regional bank? 1 12mo
+52 Never Been on a Plane Before - Please Help! 18 1y
+3 Goldman vs JP Morgan Private Wealth 10 1y
+9 Brahmi: 400 Comprar Thailand Cost 1 1y
+3 2024 Summer WM Analyst Applications 1 1y
+3 JPM Private Client Investment Associate 1 1y
+9 JPM PB roles 1 1y
+1 Interview for BlackRock US Wealth Advisory- National Accounts 4 1y
+18 Goldman interview-- PWM summer internship 22 1y
+13 JP Morgan PB hours (SOlutions) 23 1y
+3 BOA Wealth Management Super day full time analyst 2 1y
+4 Wealth Management Fully Time Analyst Superday BOA 4 1y
+52 BAML is better than every EB 42 1y
+3 UBS Global Wealth Management '23 1 1y
+3 UBS Global Wealth MGT 1 1y
0 Exit Opps for GS? 2 1y
+3 Advisor Consultant Intern Interview 2 1y
0 NYC Intern Poker Event - Hosted by Kalshi in SoHo 1 1y
+6 Can I move from WM to IB at a BB? 6 1y
+264 Private Wealth Management/Private Banking Guide for Associates 61 1y
+13 Is a "Financial Advisor" all the finance jobs put into one person? 6 2y
+2 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB? 6 2y
0 Plz give advice: Sophmore MS PWM in NYC or no-name IBD? 1 2y
0 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB? 1 2y
+6 Sophmore at IVY, got MS Wealth Management Internship in NYC through MD family connection, should I take this? 1 2y
0 Small hedge fund vs. BB PWM? 17 2y
0 Proprietary equity trader (reputed shop) vs. top BB PWM Financial Analyst 15 2y
+24 Full Time MBA - Worth it for PB/PWM? 3 2y
0 Regional PWM Office Respect 3 2y
0 SA Compensation at BB PWM equals IBD? 4 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 PWM at UBS vs PWM and IB at Janney Montgomery Scott? 1 2y
0 Merrill Lynch Wealth Management Intern 1 2y
+16 PWM Leads? 10 2y
0 Euronext Internship or Full Work Experience at a Wealth Management Firm 6 2y
+20 Job in finance entry level other then a Financial Advisor 11 2y
+42 $100K total comp. for 1st year PWM Financial Analyst? 29 2y
0 UBS PWM Fall 2 2y
0 Sophomore Spring PWM Internship? 8 2y
+35 Ernst and Young Risk Advisory Position vs Financial Analyst at JPM 21 2y
0 GPA FOR PWM 28 2y
+13 How hard is it to get a UBS PWM internship? 7 2y
+10 Location of BB PWM 1 2y
0 PWM or should keep looking? 4 2y
0 BB PWM Job in NYC, now commence making fun of me, as I am a horrible 'networker' 10 2y
0 Hometown PWM versus Social Media start up for sophomore year 2 2y
0 Career Transition Insight/Advice Requested - Targeting PB/PWM 8 2y
+9 Will a Wealth Management Internship help me land a job/internship in S&T or IB? 27 2y
0 MO at BB vs. Big4 Financial Services Advisory 6 2y
0 Kinda screwed this year up, no internship plans this summer, try PWM now? 14 2y
0 Getting a job in PE, PWM, IB, derivatives, Hedge funds etc... 6 2y
0 Cold Call to NY Financial Advisor 5 2y
0 PWM EXPERIENCES/TIPS 4 2y
0 PWM v. Insurance Underwriting 13 2y
0 Too late for PWM? 3 2y
+39 MSSB Private Wealth Planning Advisor 19 2y
+11 Deutsche Bank Jacksonville vs PE wealth management offer 14 2y
0 West Coast PWM? 2 2y
+30 PWM or Accounting internships 33 2y
0 Boutique private wealth management/operations or Summer Business Program? 5 2y
0 Goldman Sachs PWM vs. Barclays IBD & Houlihan Lokey IBD to MBB Consulting 7 2y
+189 How PWM really works (part 1): past, present, future, and $$$ 60 2y
+17 Mutual Fund- PWM? PB? AM? 3 2y
+17 Advice Request- Career track in private wealth/ private banking 3 2y
0 PWM Predicament 5 2y
+75 Blackstone to Spin Off Financial Advisory Business 60 2y
0 PWM internship help/advice 1 2y
0 Goldman Sachs PWM vs. MM IB 6 2y
0 Federal Reserve (Financial Institution Supervision Group) Vs MS Private Wealth Management 7 2y
+12 Goldman Sachs PWM Summer Associate 1 2y
+39 JOB OFFERS Big 4 or PWM Investment Analyst 16 2y
+62 MS Wealth Management ? 26 2y
+28 Small Boutique IB or BB Wealth Management 19 2y
+3 What is it like being a Senior within E&Y's NYC Assurance - Wealth & Asset Management group? 1 2y
0 Resume Review: Interested in PB/PWM 6 2y
0 PWM - Time to network for a PWM internship? 3 2y
0 From HF in Asia to AM/PWM in EU?? 1 2y
+18 Boutique IB vs MS PWM Sophomore Summer 4 2y
0 PWM Internship after Freshman Year 8 2y
+24 Wealth Management to Equity Research 36 2y
+16 Do wealth management associates receive generous bonuses? 4 2y
+17 Mini Q&A: I'm a seasoned Financial Advisor at a Large Wirehouse, should I leave and get my MBA? 2 2y
+18 MS/BOAML Wealth Management, Asset Management PNC/ Prudential- What to Choose? 20 2y
+133 How PWM really works (part 2): Breaking In, Staying In, and Getting Out 45 2y
+1 How to get an internship with Merrill Lynch for Private Wealth Management or similar positions 1 2y
+12 IB, wealth management, or Big 4 2 2y
0 Morgan Stanley wealth management intern 17 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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From 10 rejections to 1 dream investment banking internship

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