Career Intelligence

What's next for Financial Representative?

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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2025
Peak year · 19,090 people
19,210
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 Representative.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 28.1% 27.8% 28.7% 21.9% 22.2%
Owner 7.2% 8.3% 16.2% 23.1% 16.7%
Relationship Manager 21.1% 12.0%
Financial Consultant 5.5% 10.2% 16.0% 10.8% 8.3%
Account Executive 9.3% 10.8% 9.8% 7.2%
Investment Consultant 12.5% 12.8%
Account Manager 8.1% 9.7% 9.1%
Planning Consultant 8.2% 8.3%
President 7.3% 12.7% 16.7%
Financial Analyst 6.4%
Project Manager 6.4%
Vice President 9.6% 8.3%
Sales Manager 7.6%
Partner 7.2%
Managing Director 11.1%

Where They Go Over Time

Top roles at each career milestone after becoming Financial Representative.

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