Career Intelligence

What's next for Retirement Plan 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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2025
Peak year · 440 people
110
Started here (first job)
Vice President
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 Retirement Plan Advisor.

Career Transitions by Time Period

Top roles people move into after Retirement Plan Advisor, broken down by years after.

Role +1y +2y +5y +10y +20y
Vice President 22.2% 22.2% 30.0%
Retirement Plan Advisor/Financial Advisor 11.1% 11.1% 10.0% 25.0%
Certified Private Wealth Advisor® (CPWA®) 11.1% 10.0%
Client Experience Specialist 11.1% 11.1%
Communications Strategist 11.1%
Financial Consultant 11.1%
Director, Participant Engagement 11.1%
Wealth Advisor 11.1%
Retirement Plan Services - Lead Investment Advisor 11.1%
Senior Director, Retirement Solutions Group 11.1%
Baseball Umpire 11.1%
Sr. Specialist, Partner Support 11.1%
Senior Consultant 11.1%
GWIM Operations Team Manager 10.0%
Member Board of Directors 10.0%

Where They Go Over Time

Top roles at each career milestone after becoming Retirement Plan Advisor.

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