Career Intelligence

What's next for High Net Worth Financial 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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2022
Peak year · 110 people
0
Started here (first job)
Executive Account Manager
Top role after 5 years
Executive Account Manager
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 High Net Worth Financial Advisor.

Career Transitions by Time Period

Top roles people move into after High Net Worth Financial Advisor, broken down by years after.

Role +1y +2y +5y +10y +20y
Senior Financial Advisor 36.4% 30.0%
Senior Wealth Advisor 9.1% 10.0%
Investment Analyst, Enterprise Advice Methodology 9.1% 10.0%
Financial Advisor Manager 9.1% 10.0%
Advisor Training Specialist 9.1% 10.0%
Financial Advisor & Project Implementation 9.1% 10.0%
Private Client Advisor 9.1% 10.0%
Executive Account Manager 25.0% 50.0%
High Net Worth Senior Financial Advisor 9.1%
Financial Advisor Manager | Personal Advisor Select 10.0%
Solutions Consultant 25.0%
Freelance Consultant 25.0%
Founder 25.0%
Client Services Manager, Central Region 50.0%

Where They Go Over Time

Top roles at each career milestone after becoming High Net Worth Financial Advisor.

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