Career Intelligence

What's next for Senior Financial Planner?

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 · 600 people
240
Started here (first job)
Partner
Top role after 5 years
Financial Planner
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 Planner.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 21.1% 22.7% 15.8%
Vice President 15.8% 18.2% 10.5%
Wealth Advisor 15.8% 13.6% 10.5%
Managing Director 9.1% 10.5% 11.1%
Co-Owner 10.5% 9.1%
Senior Wealth Advisor 10.5% 9.1%
Certified Financial Planner Curriculum Instructor 10.5% 10.5%
Partner 21.1%
Associate Wealth Manager 10.5%
Director 9.1%
Consultant 9.1%
Senior Financial Advisor 10.5%
Owner 10.5%
Financial Planner 22.2%
President and Treasurer 11.1% 11.1%

Where They Go Over Time

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

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