Career Intelligence

What's next for Wealth Planner?

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 · 370 people
30
Started here (first job)
Top role after 5 years
Director
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 Planner.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Wealth Advisor 31.3% 33.3% 18.2% 10.0%
Associate Wealth Advisor 12.5% 20.0%
Private Banker 12.5% 13.3%
Partner 6.7% 18.2%
Associate 12.5%
Financial Planner 12.5%
Advisor 6.7% 9.1%
Private Wealth Advisor 6.7% 10.0%
Managing Director, Wealth Planning 18.2%
President 9.1% 10.0%
Director 20.0%
Executive Director, Wealth Planning 20.0%
Business Owner 6.3%
Strategist, Bernstein Family Engagement Services 6.3%
Wealth Manager 6.3%

Where They Go Over Time

Top roles at each career milestone after becoming Wealth Planner.

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