Career Intelligence

What's next for Private Client Investment 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.

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2025
Peak year · 510 people
150
Started here (first job)
Financial Advisor
Top role after 5 years
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 Investment Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Solutions Advisor 17.6% 21.4%
J.P. Morgan Private Client Advisor 11.8% 14.3% 15.4%
Private Client Advisor 11.8% 14.3% 15.4%
Financial Advisor 14.3% 23.1% 12.5%
Private Client Banker 17.6% 14.3%
Financial Advisor Associate 23.5%
General Manager 15.4% 12.5%
Research & Strategic Partnerships Manager 5.9% 7.1%
Business Relationship Manager 5.9%
Adjunct Professor 5.9%
Business Operations Manager 7.1%
Associate, Investment Professional 7.1%
Co-Owner 7.7%
Director of Real Estate 7.7%
Retirement Plan Advisor 7.7%

Where They Go Over Time

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

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