Career Intelligence

What's next for Associate Wealth Management 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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2023
Peak year · 850 people
270
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 Management Advisor.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 10.5% 10.0% 35.0% 27.3%
Advisor 15.8% 15.0% 10.0% 9.1%
Senior Registered Client Service Associate 10.5% 10.0% 10.0% 18.2%
Investment Consultant 15.8% 15.0%
Director of Financial Planning 15.8% 15.0%
Wealth Management Advisor 15.0% 15.0%
Associate Financial Advisor 10.5% 10.0%
Financial Consultant 10.0% 9.1%
Associate Private Wealth Advisor 10.5%
Financial Planning Associate 10.5%
Wealth Management Associate 10.0%
Director of Operations 10.0%
Director of Client Operations and Wealth Advisor 5.0% 9.1%
Private Wealth Advisor 5.0%
Director of Recruiting and Consulting 9.1%

Where They Go Over Time

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

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