Career Intelligence

What's next for Associate Advisor?

Explore career trajectories based on data from millions of professional social network profiles. See the paths people take, the roles they grow into, and how careers evolve over time.

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2025
Peak year · 1,450 people
510
Started here (first job)
Financial Advisor
Top role after 5 years
Vice President
Top role after 10 years

Career Flow Over Time

Above zero: People still in this role. Below zero: Where they went after (stacked by destination).

Where They Come From

Previous roles people held before becoming Associate Advisor.

Career Transitions by Time Period

Top roles people move into after Associate Advisor, broken down by years after.

Role +1y +2y +5y +10y +20y
Financial Advisor 26.4% 27.1% 27.6% 20.0%
Advisor 18.1% 15.3% 10.3%
Wealth Advisor 16.7% 13.6% 13.8%
Financial Planner 13.9% 13.6%
Senior Associate 6.9% 10.2%
Vice President 5.6% 6.8% 20.0%
Lead Advisor 5.6% 8.5%
Senior Advisor 6.9% 10.3%
Associate 5.1% 10.3%
Portfolio Manager 13.8%
Founder & Financial Planner 13.3% 25.0%
Enterprise Account Executive 6.9%
Real Estate Agent 6.9%
Realtor 13.3%
Building Official 13.3%

Where They Go Over Time

Top roles at each career milestone after becoming Associate Advisor.

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