+3 PWM full time 2022 1 2y
+11 Would you recommend against pursuing PWM? 1 2y
+6 GS PWM 1 2y
0 Audit vs PWM 1 2y
+6 Stepping stones to pivot from PWM to IB 1 2y
+3 Off-Cycle Morgan Stanley Wealth Management Internship 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
+3 Finance/Wealth Management Intern Advice?! 1 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
+3 BoA Wealth Management Rising Sophomore Summer Analyst Program 1 2y
0 BoA Wealth Management Rising Sophomore Summer Analyst Program 1 2y
0 BoA Wealth Management Rising Sophomore Summer Analyst Program 1 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
+1 US bank corporate banking role or Morgan Stanley wealth management? 7 2y
+3 Goldman Sachs PWM vs. EY Transactional Real Estate 8 2y
0 Goldman Sachs PWM vs. EY Transactional Real Estate 1 2y
+6 Goldman Sachs PWM Market Solutions Group 1 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
0 Typical PWM Salaries EB & BB? 2 2y
+11 Top Financial Advisor Firms? 9 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
0 Advice for PWM Summer Analysts? 1 2y
+16 Is being a CPA before PWM a good idea? 6 2y
+5 GS vs JPM wealth management, need advice choosing one between the two 4 2y
+6 PWM Salary Thread 2 2y
0 Baird IB vs. Goldman PWM 1 2y
+16 Blackrock Fundamental Equities vs Blackrock Financial Market Advisory 6 2y
+3 New GS PWM Associate Salary 2 2y
+5 What will the younger generations do for wealth management? 1 2y
0 Looking for NYC roommate - Starting FT in NYC 5 2y
+3 Credit Suisse SA 2022 - Superday 5 2y
+3 WSO Talent Oasis 2 3y
0 Breaking into Institutional Wealth Management 0 3y
0 Quiz Review not available (Valuations Course) 1 3y
0 recommendations please 1 3y
0 What the heck to do after 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 Wealth Management vs Consulting 0 3y
0 PWM GS Family Office 0 3y
+9 Digital Will - Who will inherit your digital assets? 0 3y
0 Mechanical Engineering graduate looking to get into financial services/wealth management 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 Wealth Management program choice 0 3y
0 DE Shaw Generalist Internship or Goldman Sachs PWM Internship in LA Office? 0 3y
0 Thoughts on Houlihan Lokey Financial and Valuation Advisory Group? 0 3y
0 PWM Writing Assessment Interview 0 3y
0 Deloitte Financial Advisory? 0 3y
+3 WSO — Can you pls fix?? 0 3y
+9 Anyone have more info on a PWM Management/Business Development/COO team role 0 3y
0 Rip up my resume please! (Deloitte Financial Advisory New Grad Rotational Program) 0 3y
+12 Why I Joined WSO 9 3y
0 Distressed debt analysis: strategies for speculative investors - By Stephen G. Moyer 1 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 Calvin Klein Women's Suit for Sale or Rent, Macy's: good for IB interviews 0 3y
0 Calvin Klein Women's Suit for Sale or Rent 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 GMAT Books For Sale - NYC ONLY 13 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

Career Advancement Opportunities

March 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

March 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

March 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

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (202) $159
  • Intern/Summer Analyst (144) $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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