Career Intelligence

What's next for Associate Wealth 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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2024
Peak year · 1,610 people
160
Started here (first job)
Financial Advisor
Top role after 5 years
Financial Advisor
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 Wealth Advisor.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Wealth Advisor 58.3% 54.2% 22.2%
Financial Advisor 13.9% 18.8% 33.3% 22.2%
Financial Planner 8.3% 10.4%
Senior Associate Wealth Advisor 8.3%
Associate Investment Advisor 2.8% 4.2% 5.6%
Client Service Manager | West Region 2.8% 4.2%
Summer Associate 2.8%
Analyst 2.8%
MBA Candidate 4.2%
Vice President, Wealth Manager 2.1% 5.6%
Senior Wealth Advisor 11.1%
Wellness Ambassador 11.1%
Associate Financial Advisor 2.1%
Law Clerk 5.6%
Finance Manager 5.6%

Where They Go Over Time

Top roles at each career milestone after becoming Associate Wealth Advisor.

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