Career Intelligence

What's next for 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 · 7,190 people
1,400
Started here (first job)
Financial Advisor
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 Wealth Advisor.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 34.8% 38.6% 42.6% 23.5% 12.5%
Senior Wealth Advisor 25.0% 22.9% 10.6%
President 5.4% 6.0% 10.6% 23.5%
Wealth Manager 8.7% 8.4% 6.4%
Financial Planner 7.6% 7.2%
Wealth Management Advisor 7.6% 6.0%
Vice President, Wealth Advisor 5.4% 4.8%
Private Client Advisor 5.4% 6.4%
Portfolio Manager 6.0%
Vice President 10.6%
Adjunct Professor 6.4%
Private Wealth Advisor 6.4%
CEO 11.8% 12.5%
Vice President-Wealth Management 11.8%
Senior Wealth Planner 11.8%

Where They Go Over Time

Top roles at each career milestone after becoming Wealth Advisor.

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