Career Intelligence

What's next for Wealth Strategy 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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2024
Peak year · 430 people
130
Started here (first job)
Financial Advisor
Top role after 5 years
Senior Wealth 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 Strategy Associate.

Career Transitions by Time Period

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

Role +1y +2y +5y +10y +20y
Financial Advisor 37.0% 40.0% 42.9%
Senior Wealth Strategy Associate 22.2% 24.0%
Senior Wealth Advisor 7.4% 8.0% 14.3% 22.2%
Registered Client Service Associate 11.1% 12.0%
Investment Associate 11.1% 4.0%
Controller 3.7% 7.1%
Part Time Controller 3.7% 4.0%
Vice President - Client Specialist and Portfolio Manager 3.7%
Head of ESG Integration 4.0%
Senior Client Associate 4.0%
Investment Banking Associate 7.1%
Administrative Manager 7.1%
Wealth Associate 7.1%
Commodities Trading Desk and IED & IBD Finance COO and PMO 7.1%
Vice President, Financial Advisor 7.1%

Where They Go Over Time

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

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