Career Intelligence

What's next for Investor Services 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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2018
Peak year · 230 people
160
Started here (first job)
Wealth Management Client Associate
Top role after 5 years
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 Investor Services Representative.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Wealth Management Client Associate 22.2% 16.7%
Director 16.7% 12.5%
Team Manager 22.2%
Financial Consultant 11.1% 12.5%
Program Manager 11.1% 8.3%
Financial Advisor 16.7%
Sr. Team Manager - New Client Development Group 16.7%
Training Specialist 11.1%
Fund Administrator 11.1%
HES Student Staff 11.1%
Fund Accountant 11.1%
Teller 11.1%
Premier Client Group 11.1%
Private Client Services Specialist 11.1%
National Support Consultant 11.1%

Where They Go Over Time

Top roles at each career milestone after becoming Investor Services Representative.

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