Career Intelligence

What's next for Wealth Manager?

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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2024
Peak year · 2,500 people
710
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 Manager.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 36.0% 31.0% 18.8% 20.0% 14.3%
Wealth Advisor 16.0% 19.0% 12.5%
President 8.0% 7.1% 9.4% 10.0%
Senior Wealth Manager 12.0% 11.9%
Advisor 6.0% 9.5% 9.4%
Partner 7.1% 9.4% 15.0%
Financial Planner 8.0% 12.5%
Managing Director 6.0% 7.1%
Owner 15.6% 14.3%
VP Financial Consultant, Client Relationship Advisor 8.0%
Senior Financial Advisor 12.5%
Vice President 7.1%
Chief Executive Officer 15.0%
Owner/Operator 10.0% 14.3%
Co-Founder, Partner 10.0%

Where They Go Over Time

Top roles at each career milestone after becoming Wealth Manager.

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