Career Intelligence

What's next for Senior 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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2024
Peak year · 4,070 people
2,170
Started here (first job)
Financial Advisor
Top role after 5 years
Financial Advisor
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 Senior Financial Advisor.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 40.8% 39.1% 33.3% 20.5%
Vice President 7.0% 9.4% 20.0% 10.3%
Managing Partner 7.8% 11.7% 20.5% 15.8%
President 7.0% 7.8% 8.3% 10.3% 10.5%
Senior Wealth Advisor 12.7% 10.9% 6.7%
Financial Planner 8.5% 9.4%
Financial Consultant 8.5% 7.8%
Private Client Advisor 8.5% 7.8%
Chief Financial Officer 7.0% 6.7%
Partner 10.3% 15.8%
Owner 10.3% 15.8%
Adjunct Professor 6.7%
Member 6.7%
President & CEO 10.3%
MONICA CLEVES 7.7%

Where They Go Over Time

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

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