Career Intelligence

What's next for Private Client Banker?

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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2024
Peak year · 4,130 people
1,460
Started here (first job)
Private Client 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 Banker.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Private Client Advisor 31.4% 31.8% 34.2% 21.7%
Financial Advisor 32.0% 29.7% 27.8% 26.1%
Business Relationship Manager 9.9% 9.5% 5.1%
Branch Manager 7.0% 8.8%
Relationship Manager 5.2% 6.8%
Premier Banker 5.2% 4.7%
Financial Solutions Advisor 4.1% 7.6%
Relationship Banker 5.2%
Wealth Management Banker 10.1%
Private Client Advisor & Vice President of Investments 4.1%
Financial Consultant 4.7%
Business Owner 5.1%
Vice President 5.1%
Chief Executive Officer 5.1%
Co-Owner 8.7%

Where They Go Over Time

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

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