Career Intelligence

What's next for Private Wealth Management 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 · 130 people
80
Started here (first job)
Wealth 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 Wealth Management Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Analyst 27.3% 18.2%
Wealth Advisor 9.1% 18.2% 22.2%
Associate Director, Institutional Investments 9.1% 9.1% 11.1% 12.5%
AVP, Loan Officer 18.2%
Agile Delivery Lead 9.1% 9.1%
Vice President 18.2%
Portfolio Strategist 9.1% 12.5%
Private Wealth Associate 9.1%
Client Analyst 9.1%
Associate 9.1%
Project Manager MBA Intern 9.1%
Private Wealth Manager 9.1%
Senior Financial Analyst 11.1%
Portfolio Management Associate, Associate Vice President 11.1%
Strategy Consultant, KPMG Advisory 11.1%

Where They Go Over Time

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

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