Career Intelligence

What's next for Wealth Management Client 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 · 1,390 people
290
Started here (first job)
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 Management Client Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 20.8% 35.3%
Registered Wealth Management Client Associate 33.3% 11.8%
Financial Analyst 8.3% 11.8%
Market Executive Assistant 8.3% 11.8%
Private Wealth Associate 8.3%
Officer; Registered Wealth Management Client Associate 8.3%
Board Member 8.3%
Client Service Associate 11.8%
Vice President - The Heights Wealth Management Group 100.0%
Sales Account Executive 4.2%
Digital Consultant 5.9%
Analyst, Real Estate Investments- Hotel Asset Managment 5.9%
Advisor Support Representative 5.9%
Compensation Specialist, North America and Latin America 16.7%
Human Resources Business Partner 16.7%

Where They Go Over Time

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

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