Career Intelligence

What's next for Senior 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.

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2025
Peak year · 400 people
110
Started here (first job)
Founder & 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 Senior Wealth Manager.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Wealth Advisor 16.7% 25.0% 20.0%
Founder & President 16.7% 16.7% 20.0%
Partner 16.7% 16.7% 12.5%
Vice President, Financial Consultant 16.7%
Outsourced Finance Professional 8.3% 8.3%
Vice President Wealth Management 8.3% 8.3%
Managing Director, Wealth Advisor - on 12/31/24, Prio Wealth Combined with Cerity Partners 8.3% 10.0%
Vice President Wealth Planner 10.0% 12.5%
Partner | Senior Advisor 10.0% 12.5%
Financial Analyst 10.0% 12.5%
CEO and Senior Family Wealth Director 8.3%
Financial Consultant 8.3%
Immigration Attorney 8.3%
Director, Wealth Strategist 8.3%
Finance interns 10.0%

Where They Go Over Time

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

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