Career Intelligence

What's next for Private Wealth Manager?

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

2023
Peak year · 480 people
130
Started here (first job)
President
Top role after 5 years
Consultant
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 Manager.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
President 13.3% 15.4% 18.8% 10.0%
Wealth Manager 13.3% 15.4% 12.5% 10.0%
Founder 15.4% 18.8%
Consultant 18.8% 20.0%
Financial Advisor 26.7%
Associate Wealth Advisor 13.3% 15.4%
Wealth Advisor 13.3%
Financial Advisor for Security Service Investment Group and Raymond James 6.7% 7.7%
Advisor 15.4%
Associate Portfolio Manager 12.5%
Sales Director 20.0%
Partner / Private Wealth Manager 6.7%
Financial Services Professional - Fifth Avenue Financial 6.7%
Compliance Officer 7.7%
Financial Trader 7.7%

Where They Go Over Time

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

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