What exactly does a financial adviser do? A real financial consultant is a person who provides all-round financial advice on family assets and investment and financing activities from the perspective of the client's family, including investment, asset management, risk management, taxation, inheritance and many other aspects, and is quite popular abroad.
But in China, banks, insurance companies and securities companies all have so-called financial advisors. These people are actually synonymous with sales people, just packaging. Many of them may also have AFP or CFP certificates, but China's financial industry is still operating separately, so even if these people have high professional quality, customers can't get more comprehensive financial services from them.
I have been an investment and financial consultant for a year and have never made any money. I am a financial advisor for spot and securities investment. Am I unfit to be an investment consultant or should I recommend stocks for people to buy? I feel that it is not appropriate to do analysis and research, and it is more tiring.
Is the gold investment consultant a salesman? What exactly does it do? What should I pay attention to? In China, this position is a salesperson. After having a customer, there will be a certain fixed salary, and then the customer will get a commission after the transaction.
What we need to do is to find rich bosses and convince them that it is good to make money with your company.
What exactly do trainee traders in investment consulting companies do? Is it a salesman? Traders are buying and selling. 80% of the position you applied for is a foreign exchange margin trader, definitely not a salesman.
However, you should be careful. Many companies advertise for traders, but ask you to invest and open an account as an entry condition to defraud customers. 99% of those who do foreign exchange in the early days will lose money. If it involves letting you invest and open an account, that's what I'm talking about.
It is wise to change companies, don't lose money, learn to lose money first, and vice versa. I have been a trader for three years, so a little advice.
What does investment and wealth management customer service do? These financial services are very good, safe and reliable, and can be diversified: Yu 'ebao (2%-4%), Baidu Finance (2%-5%), Tencent Licaitong (2%-5%), Jin Fu Bunny of Minsheng Bank (5-9%), cashier of Industrial Bank (about 3%) and so on.
What are peanuts doing in their house? Investment and financial management? I am engaged in financial management. If you want to do financial management, the key point still depends on the platform background.
Zheshang Futures is a financial consultant. What does it do? Is it for sale? Waiting online. Yes, people still have time for maintenance.
Can college graduates be senior investment and financial advisors? Personally, I don't think this college, technical secondary school or brick has much to do with it. To be a financial consultant, you must be interested in work, have relevant financial knowledge and have certain investment and financial management experience. You can do it as long as you work hard.
What exactly does a financial adviser do? Need to take risks? By helping you analyze your assets and liabilities, and then develop some investment and financial management methods that suit you. Since it's just consultation, I'm sure I won't take any risks.