Discussion Topic Replies Fresh
+3 UBS Wealth Management - Hours/Comp/Progression? 1 2w
+6 Audit staff 2 to BB risk and control division 1 3w
+13 CFA vs CAIA 9 3w
+16 Please Help Me Decide - Stay at my current job or take another route? 5 1mo
0 Exit Opps for GS? 2 2mo
+3 Alvarium Tiedemann Merger - Thoughts? 1 2mo
+6 Can I move from WM to IB at a BB? 6 2mo
+9 Need some insight on my Internship situation Please 1 2mo
+9 Which job seems best? Morgan Stanley CSA vs UBS FA trainee vs Edward Jones FA 1 3mo
0 Is Goldman Sachs Ayco good for full-Time Wealth Management career? 3 3mo
+3 HSBC Private Bank or DB Wealth Management? 1 4mo
+13 Charged with a FAKE ID (citation) and planning to work in banking 10 4mo
0 Financial Advisor compensation 2 5mo
+22 Is This a Good Gig? Investment Management for Wealth Management 12 6mo
+24 Traditional Private Equity vs. Sovereign Wealth Funds 7 6mo
+9 Deloitte Financial Risk and Regulatory Advisory?? Good service line? 1 6mo
+21 Assessment tests Morgan Stanley Smith Barney’s Financial Advisor Associate Training Program 13 7mo
+3 Mid-tier (BDO, RSM & GT) Transaction advisory service(TAS) / Financial Due Diligence (FDD) VS. Houlihan Lokey/Kroll?Thank you guys!!! 1 7mo
0 DealMaven versus Wall Street Prep (comparing financial training solutions) 37 7mo
+9 Transition from Risk Technical Analyst IP to Private Banking/ PWM 1 8mo
+3 UBS Financial Advisor Associate Program 1 8mo
0 ABN AMRO Sales & Trading or Deustche Private Wealth Management? 4 8mo
+10 difference between investment management and wealth management? 8 8mo
+13 Deutsche Bank PWM in LA 19 8mo
0 wealth management league tables 1 8mo
0 pwm internship -- twice. bad decision? 2 8mo
0 Merrill Lynch Vs Smith Barney Wealth Management - How to go about preparing? 3 8mo
0 Which job, PWM or fund accounting? 6 8mo
0 Difference between GSAM and PWM at Goldman Sachs 4 8mo
+24 Full Time MBA - Worth it for PB/PWM? 3 8mo
0 Regional PWM Office Respect 3 8mo
0 Should I Intern at UBS Wealth Management or BofA Merrill Lynch Global Wealth Management 15 8mo
0 Goldman Private Wealth Management Associates 11 8mo
0 Nameless PE/ IB VS Deloitte Financial Advisory 1 8mo
0 BofA/ML, Oppenheimer, JPM PWM 1 8mo
0 JP Morgan Private Wealth Management Analyst program 3 8mo
0 PWM director rocks physician 4 8mo
0 take pwm offer at boutique or go big 4 acct 11 8mo
0 Top 10 Wealth Management firms in Southern California 5 8mo
+18 late in the game for PWM? 5 8mo
0 Public Finance-Ibanking vs Fund of Funds vs PWM 5 8mo
0 PWM internship location? 2 8mo
+24 财富管理vs Corporate Finance vs IBanking 25 8mo
0 Internship Advice - Rising junior that has BB PWM internship 1 8mo
0 Wealth Management Rotational Programs 1 8mo
+18 Booz Allen Hamilton vs. BB PWM 7 8mo
+35 Ernst and Young Risk Advisory Position vs Financial Analyst at JPM 21 8mo
0 PWM interview case study at a $2bn+ AUM firm. 3 8mo
0 Questions on BB PWM 1 8mo
0 PWM roles: Senior Analyst vs. VP 1 8mo
0 GPA FOR PWM 28 8mo
0 Private Equity within Private Wealth Management? 3 8mo
+10 Location of BB PWM 1 8mo
0 Hometown PWM versus Social Media start up for sophomore year 2 8mo
0 Kinda screwed this year up, no internship plans this summer, try PWM now? 14 8mo
0 Senior student interested in PWM 3 8mo
0 When to start looking for PWM internships 3 8mo
0 HL Corporate Finance and Financial Advisory 4 8mo
0 How to Prepare for PWM Internship? 9 8mo
0 PWM EXPERIENCES/TIPS 4 8mo
+45 Freshmen internship: BB PWM vs. Boutique Equity Research 38 8mo
0 JPM Private Banking VS GS PWM (SA Position) 10 8mo
+12 Unpaid PWM Internship? 17 8mo
0 Small PWM internship or summer school? 9 8mo
0 Is FA/ RIA/ PWM/ IM in Europe also impossible for US citizens??? 6 8mo
0 Freshman Wealth Management Internship - Advice? 8 8mo
0 West Coast PWM? 2 8mo
+31 Investment Consulting vs PB/PWM: Which has better exit opps, better regarded 15 8mo
0 Chances for a top MBA from Private Bank/PWM 15 8mo
0 GSAM/ GS PWM Asia 2012 SA 1 8mo
0 South Florida banks and smaller PWM boutiques that provide H1b 5 8mo
+58 Is PWM truly a professional black hole for aspiring financiers? 30 8mo
0 Rothschild Long-Term Internship Global Financial Advisory 2014 5 8mo
0 financial advisor job 2 8mo
0 UBS Wealth Management IPS Summer Internship Singapore 2014 14 8mo
0 Went to a Financial Advisor recruiting/job briefing: confused and unsure 2 8mo
0 JP Morgan PWM or BMO Capital Markets IBD? 2 8mo
0 帮助区分PWM subsectors 2 8mo
0 Goldman Sachs PWM vs. Barclays IBD & Houlihan Lokey IBD to MBB Consulting 7 8mo
0 PWM to CFO? 2 8mo
0 Want to get out of Wealth Management 1 8mo
+29 Need to Decide between IBM Consulting by Degrees-Strategy and Analytics or EY Business Advisory Financial Services Office 24 8mo
+75 Blackstone to Spin Off Financial Advisory Business 60 8mo
+20 How do I best take advantage of my UBS PWM internship? 5 8mo
+84 Freshmen private wealth management internship? 112 8mo
0 Chances of moving from PWM or S&T to ER? 3 8mo
0 BAML Wealth Management 2 8mo
0 PWM internship help/advice 1 8mo
0 GE Capital Risk Modeling vs PwC Consulting vs Deloitte Financial Advisory 7 8mo
0 Wealth Management SA Return offer rate 1 8mo
+13 Private Wealth Management work description on Resume 3 8mo
+18 JP Morgan Investment Banking v. Goldman Sachs Private Wealth Management v. Goldman Credit Research 11 8mo
+ 186 How PWM really works (part 1): past, present, future, and $$$ 60 8mo
0 Head of sales in small manufacturing company vs. Associate at Deloitte Financial Advisory 8 8mo
0 Equity Research to PWM 3 8mo
+17 Mutual Fund- PWM? PB? AM? 3 8mo
0 Timeline and approaches for getting pwm internships over the winter break 2 8mo
+30 Questions about BB PWM 13 8mo
0 Investment Analyst- Private Wealth Management Firm 2 billion AUM 1 8mo
0 Wealth Management but don't want to be an Advisor 4 8mo
Start Discussion

Career Advancement Opportunities

October 2022Hedge Fund

  • AQR Capital Management 98.9%
  • D.E. Shaw 97.9%
  • Point72 96.8%
  • Citadel Investment Group 95.8%
  • Two Sigma Investments 94.7%

Overall Employee Satisfaction

October 2022Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 98.9%
  • Ardian 98.4%
  • KKR (Kohlberg Kravis Roberts) 97.8%
  • Bain Capital 97.3%

Professional Growth Opportunities

October 2022Private Equity

  • The Riverside Company 99.5%
  • Bain Capital 98.9%
  • Warburg Pincus 98.4%
  • Blackstone Group 97.8%
  • Ardian 97.3%

Total Avg Compensation

October 2022Private Equity

  • Principal (8) $676
  • Director/MD (22) $599
  • Vice President (83) $363
  • 3rd+ Year Associate (83) $276
  • 2nd Year Associate (190) $265
  • 1st Year Associate (363) $226
  • 3rd+ Year Analyst (28) $157
  • 2nd Year Analyst (75) $133
  • 1st Year Analyst (221) $122
  • Intern/Summer Associate (25) $68
  • Intern/Summer Analyst (270) $58

LeaderboardSee all

1
redever's picture
redever
99.2
2
Jamoldo's picture
Jamoldo
99.1
3
kanon's picture
kanon
99.1
4
BankonBanking's picture
BankonBanking
99.0
5
Secyh62's picture
Secyh62
99.0
6
Betsy Massar's picture
Betsy Massar
99.0
7
West Coast rainmaker's picture
West Coast rainmaker
99.0
8
dosk17's picture
dosk17
99.0
9
CompBanker's picture
CompBanker
99.0
10
pudding's picture
pudding
98.9