Career Intelligence

What's next for Wealth Advisor 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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2020
Peak year · 280 people
50
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 Wealth Advisor Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 54.5% 56.7% 50.0% 12.5%
Internal Wholesaler 6.1% 13.3% 12.5%
Wealth Advisor 9.1% 10.0% 6.3%
Investment Consultant 6.1% 6.7%
Financial Advisor Associate 9.1%
Financial Planner 6.1%
Wealth Management Advisor 6.1%
Vice President, Financial Advisor 6.3% 12.5%
Enterprise Account Manager 3.0%
Financial Advisor at Morgan Stanley 3.3%
Financial Planner/Wealth Manager 3.3%
Vice President-Investments & Private Client Advisor 3.3%
Annuity Planning Associate 3.3%
Founding 200 Member 6.3%
Senior Associate 6.3%

Where They Go Over Time

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

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