Career Intelligence

What's next for Private Client Associate?

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

2023
Peak year · 500 people
320
Started here (first job)
Financial Advisor
Top role after 5 years
Portfolio 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 Private Client Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 12.5% 21.4%
Associate 12.5% 15.4%
Assistant Vice President 12.5% 15.4%
Account Manager 12.5% 15.4%
Vice President | Client Advisor 15.4% 14.3%
Portfolio Manager 27.3%
Vice President 12.5%
Senior Private Client Associate 12.5%
Private Client Senior Associate 12.5%
Registered Client Service Associate 12.5%
Relationship Manager 15.4%
Vice President, Wealth Advisor 14.3%
Strategic Partnerships Manager 14.3%
Co-Founder 14.3%
National Business Development Officer 18.2%

Where They Go Over Time

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

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