Career Intelligence

What's next for Senior Wealth 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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2022
Peak year · 130 people
0
Started here (first job)
Tax Manager
Top role after 5 years
President
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 Planner.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Tax Manager 12.5% 12.5% 14.3%
Vice President, Wealth Management Advisor 12.5% 12.5% 14.3%
Private Wealth Advisor 12.5% 12.5% 14.3%
Adjunct Professor of Taxation 12.5% 12.5%
Senior Adjunct Professor 12.5% 12.5%
Wealth Strategist Market Manager 12.5% 12.5%
Vice President, Regional Wealth Planning Manager, Great Lakes Region 12.5% 14.3%
Director 14.3% 25.0%
Senior Registered Client Service Associate 12.5%
Vice President, Senior Wealth Planning Strategist 12.5%
Director of Wealth Planning 12.5%
Chief Wealth Planning Officer - Old National Wealth Management 14.3%
Senior Wealth Planning Strategist 14.3%
President 25.0%
Associate Director of Tax Services 25.0%

Where They Go Over Time

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

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