Career Intelligence

What's next for 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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2024
Peak year · 8,260 people
5,440
Started here (first job)
Financial Advisor
Top role after 5 years
Owner
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 Planner.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 36.0% 34.9% 28.9% 21.5% 16.2%
Owner 11.8% 15.1% 19.3% 22.4% 24.3%
President 8.4% 10.2% 11.1% 14.0% 18.9%
Vice President 9.0% 10.2% 11.9% 12.1% 8.1%
Certified Financial Planner 8.4% 8.1% 5.9% 6.5%
Wealth Advisor 10.7% 8.6% 6.7%
Partner 6.5% 8.9% 9.3% 8.1%
Senior Financial Planner 9.0% 6.5%
Founder 6.7%
Branch Manager 7.4%
Broker / Owner 8.4%
Principal 5.6%
Retired 8.1%
Chief Operating Officer 8.1%
Board of Directors 8.1%

Where They Go Over Time

Top roles at each career milestone after becoming Financial Planner.

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