Career Intelligence

What's next for Wealth Planning Analyst?

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

2015
Peak year · 200 people
40
Started here (first job)
Financial Advisor
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 Planning Analyst.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 55.0% 52.9% 46.7% 12.5%
Wealth Planner 15.0% 11.8% 12.5%
Financial Advisor, Senior Vice President, Senior Portfolio Manager: The Millman, McGee & Ennis Group 5.0% 5.9% 12.5%
Financial Planner 5.0% 13.3%
Wealth Strategist - Business Transition 5.0% 5.9%
Financial Planning Associate 5.0%
Senior Wealth Planning Analyst 5.0%
Partner | Financial Advisor | Certified Financial Planner Professional™ 5.0%
Strategist, Bernstein Family Engagement Services 5.9%
Asst. Vice President, Executive Private Client Relationship Management at Morgan Stanley 5.9%
Financial Assistant 5.9%
Business Transformation MBA Intern 5.9%
First Vice President - Wealth Management 6.7%
Private Equity Associate 6.7%
Senior Associate Wealth Advisor 6.7%

Where They Go Over Time

Top roles at each career milestone after becoming Wealth Planning Analyst.

AI-Powered Sourcing

Need to hire a Wealth Planning Analyst ?

Superstar Sourcing matches you with qualified professionals instantly. Just describe your ideal candidate.

Get 300+ matched candidates for
$10/search
Start sourcing now