Career Intelligence

What's next for Private Client 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.

Try: Product Manager, Data Scientist, UX Designer, Marketing Director

2025
Peak year · 3,010 people
700
Started here (first job)
Financial Advisor
Top role after 5 years
Financial Advisor
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 Private Client Advisor.

Career Transitions by Time Period

Top roles people move into after Private Client Advisor, broken down by years after.

Role +1y +2y +5y +10y +20y
Financial Advisor 43.1% 48.3% 42.9% 36.8% 14.3%
Vice President 12.1% 12.1% 17.1% 15.8%
Financial Consultant 12.1% 8.6% 5.7%
Senior Financial Advisor 10.3% 8.6% 8.6%
Senior Wealth Advisor 6.9% 6.9%
Founder | Wealth Advisor at Genesis Wealth 5.2% 5.2%
Wealth Advisor 5.2% 5.2%
Wealth Management Advisor 5.2% 5.7%
Wealth Manager 5.2%
Founder 8.6%
Market Director Wealth Management 5.7%
VP-Ultra High Net Worth Senior Banker 5.7%
Enterprise Account Executive 10.5%
Managing Director 10.5%
Senior Relationship Manager 10.5%

Where They Go Over Time

Top roles at each career milestone after becoming Private Client Advisor.

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