Career Intelligence

What's next for Associate Financial Planner?

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 · 640 people
120
Started here (first job)
Financial Planner
Top role after 5 years
Financial Planner
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 Financial Planner.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Planner 40.0% 32.4% 31.8% 25.0%
Financial Advisor 17.1% 17.6%
Lead Financial Planner 8.6% 11.8% 9.1%
Senior Financial Planner 8.6% 8.8%
Wealth Advisor 5.7% 11.8%
President 9.1% 16.7%
Portfolio Manager 9.1% 16.7%
Senior Associate Financial Planner 8.6%
Partner 13.6%
Online Test Scorer 9.1% 8.3%
Financial Planning Associate 5.7%
Administrative 5.7%
Real Estate Broker 5.9%
Operations Manager 5.9%
Planner 5.9%

Where They Go Over Time

Top roles at each career milestone after becoming Associate Financial Planner.

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