Career Intelligence

What's next for Private Financial 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.

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2006
Peak year · 140 people
100
Started here (first job)
Business Development Officer
Top role after 5 years
Business Development Officer
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 Financial Advisor.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 27.3% 27.3%
Business Development Officer 22.2% 22.2% 50.0%
Program Manager 9.1% 9.1% 11.1%
Private Financial Service Center Advisor 18.2%
Financial Advisor, Truist Investment Services, Inc., Truist Wealth 9.1% 9.1%
Managing Director, Financial Advisor, Truist Investment Services,Inc., Truist Wealth 9.1% 9.1%
Preferred Advisor 18.2%
Market Director 9.1% 11.1%
Founder & President 9.1% 11.1%
Wealth Advisor 11.1% 50.0%
Wealth Division Group Director 11.1% 11.1%
Customer Service Representative 9.1%
Battalion S3 Operations Officer 9.1%
Client Services Coordinator 9.1%
Managing Director, Financial Advisor, Truist Investment Services Inc., Truist Wealth 9.1%

Where They Go Over Time

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

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