Career Intelligence

What's next for Personal 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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2022
Peak year · 1,050 people
710
Started here (first job)
Branch Manager
Top role after 5 years
Branch 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 Personal Financial Representative.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Owner 16.1% 15.6% 18.5% 13.6%
Member 12.9% 12.5% 13.6% 25.0%
Financial Advisor 22.6% 21.9%
President 9.7% 12.5% 11.1% 13.6%
Branch Manager 22.2% 22.7%
Assistant Branch Manager 9.7% 9.4% 11.1%
Exclusive Agent 9.7% 9.4%
Mortgage Loan Officer 14.8%
Development Consultant 9.1% 10.0%
Assistant Financial Center Manager 9.7%
Agency Owner 9.7%
Financial Center Manager 9.4%
Insurance Agent 9.4%
Founder 15.0%
Volunteer 15.0%

Where They Go Over Time

Top roles at each career milestone after becoming Personal Financial Representative.

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