Career Intelligence

What's next for Financial Advisor, CFP®?

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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2022
Peak year · 200 people
40
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 Financial Advisor, CFP®.

Career Transitions by Time Period

Top roles people move into after Financial Advisor, CFP®, broken down by years after.

Role +1y +2y +5y +10y +20y
Financial Advisor 20.0% 20.0% 20.0% 25.0%
Assistant Vice President and Director of Business Strategy, CFP® CIMA® 20.0% 20.0% 20.0% 16.7%
Director of Advanced Planning 10.0% 10.0% 8.3%
Director of Finance and Administration 10.0% 10.0% 10.0%
Wealth Management Advisor, CFP® 10.0% 10.0% 10.0%
Wealth Manager 10.0% 10.0% 10.0%
Private Client Manager, Wealth Management and Trust Division 10.0% 10.0%
Project Manager & Consultant 10.0% 100.0%
Financial Advisor at The Prudential Insurance Company of America 10.0% 10.0%
Franchise Owner, CFP® 10.0% 8.3%
VP Wealth Planner 10.0% 8.3%
Vice President 16.7%
EVP, Communications & Board Member 8.3%
Director of Development 8.3%

Where They Go Over Time

Top roles at each career milestone after becoming Financial Advisor, CFP®.

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