Career Intelligence

What's next for Private Wealth 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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2022
Peak year · 390 people
90
Started here (first job)
Advisor Associate
Top role after 5 years
District Sales 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 Wealth Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Senior Private Wealth Associate 25.0% 16.7%
Senior Relationship Manager 12.5% 16.7%
Senior Associate 18.8%
MBA Candidate 12.5%
Private Wealth Analyst 12.5%
Client Advisor 16.7%
Private Client Banker 16.7%
Management Consultant 8.3% 12.5%
Credit Specialist, Healthcare Banking 6.3%
Operations Generalist 6.3%
Client Service and Operations Analyst 6.3%
Financial Consultant 8.3%
Senior Associate, Private Client Services 8.3%
FLDP Financial Analyst, Velys Commercial Finance - DePuy Synthes 8.3%
Advisor Associate 12.5%

Where They Go Over Time

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

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