0 Wells Fargo Fires Over a Dozen for Simulation of Keyboard Activity (BBG) 1 2d
+9 JPM PB roles 2 1mo
+13 Charged with a FAKE ID (citation) and planning to work in banking 11 3mo
+18 Hello WSO Community! Seeking Entry Into The MFO Market 2 3mo
+8 Big 4’s Financial advisory ranking 5 4mo
+3 GS Ayco Internal Mobility 2 5mo
+6 Wealth Management Superday GS 9 7mo
+17 JPM PB Salary - Analyst Associate 25 8mo
+8 JPMorgan Chase FADT Program 2 8mo
+3 Banque Cramer & Cie SA - is it a reliable bank? 1 9mo
+6 UBS Graduate Schemes 1 9mo
0 Wealth management internship 1 10mo
+9 Priv Wealth Salary insight 2 11mo
+3 Morgan Stanley HireVue 2024 Summer Analyst 4 11mo
+3 Splitting the bill at networking lunches? 1 11mo
+4 PWM shops in Canada 3 1y
+11 I've been put in an awkward position w/ JPM PV follow-up 6 1y
+6 Does cold-calling qualified leads--High Net Worth individuals--work in Private Banking? 2 1y
0 Does cold-calling (targeted fit prospects) work in Private Banking? 1 1y
+9 Brahmi: 400 Comprar Thailand Cost 1 1y
+3 Robo 1 1y
+25 Traditional Private Equity vs. Sovereign Wealth Funds 8 1y
+6 JP Morgan Private Bank - Asset & Wealth Management Summer Associate 3 1y
+6 Capital Group - What are your personal experiences? 3 1y
+7 UBS Wealth Management - Hours/Comp/Progression? 3 1y
+6 Goldman Sachs PWM vs Morgan Stanley PWM 7 1y
+3 Goldman Sachs PWM Summer Intern offer VS tier 3 European Bank PWM full time offer 5 1y
+132 J.P Morgan Asset/Wealth Management Video Interview 171 1y
+12 Strategy Consulting after KPMG Financial Advisory 1 1y
+3 JP Morgan Private Bank Summer Analyst 1 1y
+3 Alvarium? 1 1y
+3 basic REIT question 2 1y
+3 JPM Private Bank Specialty Lending 1 1y
+6 Audit staff 2 to BB risk and control division 1 1y
+14 CFA vs CAIA 9 1y
+16 Please Help Me Decide - Stay at my current job or take another route? 5 1y
0 Exit Opps for GS? 2 1y
+3 Alvarium Tiedemann Merger - Thoughts? 1 1y
+6 Can I move from WM to IB at a BB? 6 1y
+9 Need some insight on my Internship situation Please 1 1y
+9 Which job seems best? Morgan Stanley CSA vs UBS FA trainee vs Edward Jones FA 1 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
+264 Private Wealth Management/Private Banking Guide for Associates 61 1y
+23 Exits as an Financial Advisor? 16 1y
+3 HSBC Private Bank or DB Wealth Management? 1 2y
0 Financial Advisor compensation 2 2y
+22 Is This a Good Gig? Investment Management for Wealth Management 12 2y
+9 Deloitte Financial Risk and Regulatory Advisory?? Good service line? 1 2y
+21 Assessment tests Morgan Stanley Smith Barney’s Financial Advisor Associate Training Program 13 2y
+3 Mid-tier (BDO, RSM & GT) Transaction advisory service(TAS) / Financial Due Diligence (FDD) VS. Houlihan Lokey/Kroll?Thank you guys!!! 1 2y
0 DealMaven versus Wall Street Prep (comparing financial training solutions) 37 2y
+10 Transition from Risk Technical Analyst IP to Private Banking/ PWM 1 2y
+3 UBS Financial Advisor Associate Program 1 2y
0 ABN AMRO Sales & Trading or Deustche Private Wealth Management? 4 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 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 Difference between GSAM and PWM at Goldman Sachs 4 2y
+24 Full Time MBA - Worth it for PB/PWM? 3 2y
0 Regional PWM Office Respect 3 2y
0 Should I Intern at UBS Wealth Management or BofA Merrill Lynch Global Wealth Management 15 2y
0 Goldman Private Wealth Management Associates 11 2y
0 Nameless PE/ IB VS Deloitte Financial Advisory 1 2y
0 BofA/ML, Oppenheimer, JPM PWM 1 2y
0 JP Morgan Private Wealth Management Analyst program 3 2y
0 PWM director rocks physician 4 2y
0 take pwm offer at boutique or go big 4 acct 11 2y
0 Top 10 Wealth Management firms in Southern California 5 2y
+18 late in the game for PWM? 5 2y
0 Public Finance-Ibanking vs Fund of Funds vs PWM 5 2y
0 PWM internship location? 2 2y
+24 Wealth Management vs Corporate Finance vs IBanking 25 2y
0 Internship Advice - Rising junior that has BB PWM internship 1 2y
0 Wealth Management Rotational Programs 1 2y
+18 Booz Allen Hamilton vs. BB PWM 7 2y
+35 Ernst and Young Risk Advisory Position vs Financial Analyst at JPM 21 2y
0 PWM interview case study at a $2bn+ AUM firm. 3 2y
0 Questions on BB PWM 1 2y
0 PWM roles: Senior Analyst vs. VP 1 2y
0 GPA FOR PWM 28 2y
0 Private Equity within Private Wealth Management? 3 2y
+10 Location of BB PWM 1 2y
0 Hometown PWM versus Social Media start up for sophomore year 2 2y
0 Kinda screwed this year up, no internship plans this summer, try PWM now? 14 2y
0 Senior student interested in PWM 3 2y
0 When to start looking for PWM internships 3 2y
0 HL Corporate Finance and Financial Advisory 4 2y
0 How to Prepare for PWM Internship? 9 2y
0 PWM EXPERIENCES/TIPS 4 2y
+45 Freshmen internship: BB PWM vs. Boutique Equity Research 38 2y
0 JPM Private Banking VS GS PWM (SA Position) 10 2y
+12 Unpaid PWM Internship? 17 2y
0 Small PWM internship or summer school? 9 2y
0 Is FA/ RIA/ PWM/ IM in Europe also impossible for US citizens??? 6 2y
0 West Coast PWM? 2 2y

Career Advancement Opportunities

June 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 16 97.1%

Overall Employee Satisfaction

June 2024 Investment Banking

  • Harris Williams & Co. 19 99.4%
  • Lazard Freres 06 98.9%
  • JPMorgan Chase 09 98.3%
  • William Blair 03 97.7%
  • Morgan Stanley 04 97.1%

Professional Growth Opportunities

June 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 05 97.1%

Total Avg Compensation

June 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (22) $375
  • Associates (94) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (69) $168
  • 1st Year Analyst (207) $159
  • Intern/Summer Analyst (152) $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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