Career Intelligence

What's next for Senior Wealth 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 · 1,450 people
150
Started here (first job)
Financial Advisor
Top role after 5 years
Vice President & Relationship Manager
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 Wealth Advisor.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 20.0% 26.3% 22.2% 12.5%
Wealth Advisor 25.0% 21.1%
Executive Director 15.0% 15.8% 11.1%
Private Wealth Manager 10.0% 10.5%
Senior Financial Advisor 10.0% 10.5%
Portfolio Manager 10.0%
Financial Advocate 11.1% 12.5%
Senior Investment Consultant 5.0%
Vice President & Chief Fiduciary Officer 5.0%
Private Wealth Advisor and Managing Principal 5.3%
Vice President, Senior Wealth Adviser 5.3%
Senior Wealth Advisor and Principal 5.3%
Independent Consultant 11.1%
Financial Consultant 11.1%
Partner | Sr. Family Wealth Strategist 11.1%

Where They Go Over Time

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

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