Career Intelligence

What's next for Private Client Group?

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

2003
Peak year · 110 people
160
Started here (first job)
Financial Advisor
Top role after 5 years
Marketing 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 Group.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Tax Director, T&E and HNW Practice Group Leader 27.3% 23.1% 23.1%
Financial Advisor 18.2% 23.1% 23.1%
Wealth Managment 9.1% 7.7% 7.7% 12.5%
Account Executive 15.4% 15.4%
Cycle Instructor 7.7% 7.7% 12.5%
Marketing Manager 12.5% 12.5%
Retirement Planner 9.1%
Channel Development Advisor 9.1%
US Congress 9.1%
Investment Officer 9.1%
Assistant Vice President 9.1%
Account Executive, Private Client Group 7.7%
Private Wealth Management 7.7%
Executive Director, Advisor Select Division 7.7%
Financial Consultant 7.7%

Where They Go Over Time

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

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