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Is it easy to be a financial adviser?
Question 1: Is the career of investment and financial consultant good? I tell you, this is the usual trick of foreign exchange investment companies. In fact, we have discussed this issue many times.

Foreign exchange investment companies often cheat money by recruiting traders and so on, not to mention collecting 40W. Now people who invest in 1W are very cautious, and it is not so easy to find customers! ! If you can't find customers, can't resist the temptation of five-figure monthly salary and want to do their work, then you will definitely make a fuss and open an account yourself (thinking, why not do it yourself? ), and people have already calculated your heart!

That's why I lost money. I hope you can convince your friends.

In addition, the amount of funds credited is so high that our country's foreign exchange margin business is not protected by the state at present, so it is nothing for small funds to play on foreign formal platforms. If you encounter a black platform with such a large amount of money again, aren't you afraid that they will run away or calculate your money? In that case, even if you find a customer, the customer will suffer serious losses. Once the law is investigated! Finally, your friends are involved! !

Question 2: Is it easy to be an investment and financial adviser? Trust and financial consultant of financial companies is a challenging job.

The main job of his post is to continuously develop high-quality customers, sell trust wealth management products and maintain existing customer relationships.

Finding, exploring and successfully marketing the final customers of trust products is the main work in daily life.

Generally, there are annual, quarterly and monthly development goals or stage goals, and there are rewards and commissions (including rebates) after completing the basic goals.

Question 3: Is the job of financial consultant easy to do? It depends on the relationship.

If you have a lot of spare money around you and people who know how to manage money, it will be easy.

If not, it will be more troublesome.

Question 4: Investment and financial advisor-I'm going to switch to investment and financial advisor. Are the prospects good? Are there any seniors? Securities, banks, funds and trusts are all authentic. The problem is that you know the current stock market. If the bank has a formal establishment, you can go. If not, you can pass. It is more difficult to become a regular employee (for example, you need to work for 5 years and have 5000W customers).

Funds and trusts are hard to say, depending on your position.

It should be noted that although they are all called investment and financial advisors, there are differences between securities and fund companies. They are considered to be sales. After graduating from college, I worked, and I basically got the minimum wage. Others, such as those in charge of lectures and customer service, are basically formal jobs and can be considered. Fund and trust sales can also be considered if they are purely through channels (such as letting you contact a fixed securities company or bank), or if you are stationed inside the bank (that is, if you don't say anything, others will think that you are a bank employee and have a seat to work in the bank).

Other futures (building a platform for others to speculate on foreign futures, etc.). ), precious metals, to be honest, I have seen many customers engage in it, and after half a year, they can still have money in it, almost none, and generally they lose money after half a year. In the formal eyes, these are all lies. At first, many people contacted me and introduced a client. I can get 30-50% commission. To be honest, if it drops to 5W, it will be 1 or 2 months. I can get a lot from introducing a past, but after all, my conscience has not been completely eaten, and I have not introduced it.

To put it simply, in the past, when you were in sales, the bank had to have a formal establishment or hope to become a formal employee. It is better to find other channels, and new customers will cry you to death. Of course, you can also go clubbing, then have work experience, change companies, change jobs in channels, or mix first. When the market is good, you can change companies and climb up.

You can try other investment and financial advisers who don't sell this piece.

Question 5: What do financial advisers do in their daily work? Many friends will meet the position of financial consultant in banks, insurance companies and other places, or students will have doubts about this career in the process of job hunting. What does a financial adviser do? Today, I'd like to introduce the job description of the financial advisor to you. In the early 1990s, financial management was still a strange word for ordinary citizens, but with the continuous growth of personal wealth in China, people's demand for financial management became stronger and stronger, and professional financial consultants quickly became popular. Just like lawyers, analysts, accountants and psychological counselors, they provide financial planning services for us with their professional financial knowledge. The work of financial consultants mainly includes: talking and communicating with customers, grasping customer information, analyzing customers' basic situation, grasping customers' financial objectives and needs, and providing financial advice to customers; Guide customers to record financial revenue and expenditure and assets and liabilities accounts, analyze customers' financial revenue and expenditure, and judge customers' financial situation. Design feasible scheme independently according to customer's demand, and give specific operation guidance. Collect customer feedback in time, analyze the implementation results of the scheme and write a report. Investment consultant plays a very important role in modern society, and is a kind of person who provides people with investment advice and gets paid. If you want to manage money, the first thing you will encounter will be to ask an investment consultant to help you. What exactly does an investment consultant do? What is the occupation of an investment consultant? What are the responsibilities of an investment consultant? Today, let's take a look. What does an investment consultant do? Simply put, it can be divided into the following points: 1. Conduct a comprehensive financial evaluation of customers. 2. Analyze the customer's financial situation. 3. Find out the current funding gap. 4. Make a reasonable capital allocation plan, and recommend the investment direction for customers according to their different growth stages and risk preferences. Generally speaking, an investment consultant is to provide financial services to clients, and make a reasonable investment plan and fund allocation scheme for clients by using his own professional knowledge.

Question 6: Is it good to be a financial consultant? Financial companies have certain small risks in managing their finances. It is recommended to buy products from big banks or big securities companies. Risk is directly proportional to income, and the income of products with the same risk level is generally similar. Therefore, it is recommended to buy products from big banks or securities companies.

Always watching old people being cheated on TV, so don't believe in unreasonable income management, just like old people being cheated?

Think of it this way. You only have a little more mortgage interest now. If you deposit a wealth management account to give you more than 10% of the income, do you believe there is no risk? Even if there is, it will give you a little sweetness once or twice or for a short time, or cheat you into investing money and then run away immediately.

The industry average rate of return is not as reasonable as 10%. Think for yourself.

Reasonable and risk-free wealth management products should have a yield lower than the bank loan interest rate. Otherwise, it is so troublesome to issue wealth management that it is better to borrow money directly from the bank. Otherwise, even the bank's risk control can't pass, how can we talk about safety?

Question 7: What about a good financial adviser? Did you do it? Do you have any experience? It's easier than running offline, but the sales industry always wants to be relaxed and can only get the basic salary, which is meaningless.

Question 8: Is it easy to be a financial adviser? It's not easy While working hard, we should also see if we are interested and talented in this field.

Question 9: Is financial advisor really easy to do? Banks and securities companies are better, but some unknown wealth management companies or precious metal companies are not.

Question 10: How about studying accounting as a financial consultant? There are elites in any industry. If you just want to learn a little, the salary of junior accountants is not high, and it is not difficult to find a job. However, if you can constantly enrich yourself in your work, most people will not do business, then the accounting salary can be very high, that is, work harder. For example, the CFO of a big company. . .