Career Intelligence

What's next for Wealth Management 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 · 2,150 people
690
Started here (first job)
Financial Advisor
Top role after 5 years
Financial Advisor
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 Management Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 33.3% 29.7% 30.8% 16.7%
Wealth Advisor 14.3% 18.9% 7.7%
Senior Wealth Strategy Associate 7.1% 8.1% 11.5% 16.7%
Vice President 9.5% 10.8%
Wealth Management Advisor 8.1% 15.4%
Associate 11.9%
Financial Planner 8.1% 7.7%
Director of Operations 11.5% 16.7%
Client Relationship Manager 9.5%
Wealth Management Analyst 7.1%
Senior Wealth Management Associate 7.1%
Executive Assistant 8.1%
Analyst 8.1%
Account Manager 7.7%
Wealth Manager 7.7%

Where They Go Over Time

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

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