Career Intelligence

What's next for Associate Wealth Manager?

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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2019
Peak year · 220 people
30
Started here (first job)
Senior Wealth Advisor
Top role after 5 years
Senior Wealth 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 Manager.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Wealth Manager 40.0% 35.0%
Wealth Advisor 20.0% 30.0% 11.1%
Account Executive 10.0% 10.0%
Senior Wealth Advisor 22.2% 16.7%
Growth 10.0%
Business Banking Loan Portfolio Analyst 5.0% 5.0%
Vice President & Portfolio Manager 5.0% 5.0%
Financial Educator & Speaker 5.0% 11.1%
Senior Wealth Manager 5.0% 11.1%
Investment Management Client Service Associate 5.0%
Associate Wealth Manager II & Shareholder 5.0%
Investment Support Specialist II 5.0%
Senior Portfolio Manager 11.1%
Financial Consultant 11.1%
Wealth Manager & Shareholder 11.1%

Where They Go Over Time

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

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