Career Intelligence

What's next for Senior Wealth Strategy Associate?

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 · 620 people
70
Started here (first job)
Financial Advisor
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 Strategy Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 38.9% 35.0% 33.3%
Wealth Advisor 22.2% 20.0% 6.7%
Director 10.0% 20.0%
Wealth Management Analyst 11.1% 10.0%
Advisory Specialist 10.0%
Private Wealth Advisor 13.3%
Vice President, Wealth Strategy 5.6%
Operations 5.6%
Associate 5.6%
Assistant Vice President - FSA - Merrill 5.6%
Internal Client Advisor 5.6%
Administrative Manager 5.0%
Account Executive - Financial Services 5.0%
Head of ESG Integration 5.0%
Associate - Global Investment Banking 6.7%

Where They Go Over Time

Top roles at each career milestone after becoming Senior Wealth Strategy Associate.

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