Career Intelligence

What's next for Wealth Planning 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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2023
Peak year · 250 people
60
Started here (first job)
Financial Advisor
Top role after 5 years
Manager
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 Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 38.5% 33.3% 22.2%
Financial Advisor Associate 15.4% 16.7%
Client Account Manager 7.7% 8.3%
Sales Development Representative 7.7% 8.3%
Wealth Advisor 7.7% 8.3%
Manager 11.1% 100.0%
Wealth Advisor Associate 7.7%
Associate Financial Advisor 7.7%
Financial Planner / Founder 7.7%
Director, Wealth Planner 8.3%
Account Manager 8.3%
Wealth Planner 8.3%
Adjunct Instructor - Estate Planning 11.1%
First Vice President - Wealth Management 11.1%
Career Transition Trainer 11.1%

Where They Go Over Time

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

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