Career Intelligence

What's next for Independent 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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2025
Peak year · 1,040 people
470
Started here (first job)
Financial Advisor
Top role after 5 years
Business 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 Independent Financial Advisor.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 27.3% 25.0% 22.2%
Financial Planner 13.6% 15.0%
Business Owner 9.1% 11.1% 15.4%
Procurement Specialist III 9.1% 10.0% 11.1%
高级财务顾问 9.1% 10.0% 11.1%
Agency Principal 9.1% 10.0%
Independent Business Owner 10.0% 15.4%
Wealth Management Advisor 13.6%
Mortgage Underwriter/Processing Team Lead 9.1%
Business Development Manager 10.0%
Licensed Practical Nurse 10.0%
Wholesale Mortgage Underwriter 11.1%
Sr FHA/Conventional Mortgage Underwriter 11.1%
Trading Specialist 11.1%
Project Trainee 11.1%

Where They Go Over Time

Top roles at each career milestone after becoming Independent Financial Advisor.

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