PWM Pathway Flagship Course [Waitlist]

Watch and read through our 10-hour course material

Write your own resume, cover letter, and personal narrative. Then meet 1 on 1 with our coaches to refine it and make it appealing to a PWM interviewer.

Using our proprietary networking funnel and successful, proven approach, we help you submit applications for the right jobs that are a right fit for you

Our proprietary methodology to help you land an internship in wealth management at an RIA, guarenteed. Often freshmen and sophomore do this approach in order to get reasonable experience on their resume. These talking points and hand-on experiences will be a huge leg up for applying to bulge bracket banks

We help you find the right people to network with and gain referrals. We tell you WHEN to reach out, HOW to do it, WHAT to say, and WHO to connect with on LinkedIn. Our methodology has a track record of success.

We help you perfect your story, application materials, and your interview preparation in advance of the superday. Once you're their, you will nail it and land the offer!

There is a tremendous amount you can do on your own, completely free. For example, countless articles, videos, and online forums provide valuable insights into the banking industry and private wealth management without any cost.

However, some key questions to consider when determining if PWM Pathway could be the right fit for you are:

1. Would having access to a network of seasoned PWM professionals who are ready to offer you mock interviews and mentorship sessions be beneficial? Imagine speaking with someone who has direct experience working in the exact PWM group you’re about to interview with—how much more prepared would you feel? 
2. Would personalized 1:1 mentoring sessions to refine your personal stories, articulate your motivation for PWM, and master your interview techniques give you a competitive edge over other candidates? 
3. Would a structured approach to networking, where you receive expert-reviewed templates, gain access to industry-specific tools, and know exactly what success rates to expect at each stage, enhance your job search effectiveness? 
4. Would gaining a wealth management internship as a freshman or sophomore significantly improve your personal branding and increase your chances of securing interviews? 

The reality is that while you can achieve a lot independently, many common strategies—like cold-emailing based on guessed email formats—are inefficient and consume countless hours.

The skills you’ll develop over our intensive 10-hour program—including technical and behavioral interviews, networking strategies, and more—will make a significant difference. These skills dramatically increase your chances of breaking into private wealth wanagement.