Modeled career paths · Wealth management

Where does a Financial Advisor go next?

What employers are asking a Financial Advisor for, what they pay, and where people go next. From live postings and Startline’s modeled career map: what the ads say, never estimated.

Management path
Senior Wealth Advisor+28% typical comp change · ~3.0y typical
64% of modeled moves out of Financial Advisor go here
leadership branch100% of modeled exits move upward from there
Director of Wealth Management+71% typical comp change · ~3.0y typical
21% of modeled moves out of Financial Advisor go here
leadership branch84% of modeled exits move upward from there
Branch Manager-4% typical comp change · ~7.0y typical
reachable via Commercial Loan Officer. 5% joint modeled share
leadership branch100% of modeled exits move upward from there
Higher-growth opportunity
Head of Private Wealth+146% typical comp change · ~6.0y typical
reachable via Senior Wealth Advisor. 16% joint modeled share
executive stepno modeled onward moves above the evidence floor
Career pivot
Associate Portfolio Manager+16% typical comp change · ~4.0y typical
7% of modeled moves out of Financial Advisor go here
pivot67% of modeled exits move upward from there
Commercial Loan Officer-25% typical comp change · ~4.0y typical
7% of modeled moves out of Financial Advisor go here
pivot86% of modeled exits move upward from there

What this page cannot know is which of these fit you. That is what the free list is for.