Career Intelligence

What's next for Wealth Management Professional?

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.

Try: Product Manager, Data Scientist, UX Designer, Marketing Director

2025
Peak year · 90 people
30
Started here (first job)
Senior Client Service Associate
Top role after 5 years
Executive Administrator
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 Professional.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Senior Client Service Associate 22.2% 22.2% 25.0%
Registered Client Associate 11.1% 11.1% 12.5%
Product Manager 11.1% 11.1% 12.5%
Vice President - Trust Administrator 11.1% 11.1%
Vice President 11.1% 12.5%
Partnership Manager 11.1% 11.1%
Registered Client Service Associate 11.1% 11.1%
Business Unit Manager of Southern California Private Wealth Management 11.1%
Defensive Coordinator/Strength & Conditioning Coordinator 11.1%
Trust Administrator 11.1%
Vice President and Trust Officer 12.5%
Vice President of Product Management 12.5%
Associate Director 12.5%
Executive Administrator 20.0%
Financial Advisor 20.0%

Where They Go Over Time

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

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