Financial advisers are people who make investment plans according to employers' financial objectives. It is not easy to find a competitive, experienced and fair financial adviser. It's not easy, but it can still be found. In fact, many people turn to financial consultants to manage their own funds, including tax payment, insurance, planning, financial budget, project investment and so on. Financial advisers have been widely used in life, which refers to people who can provide professional financial knowledge and financial planning services for the public.

In the early 1990s, financial management was still a strange word for ordinary citizens. With the continuous growth of personal wealth in China, people's demand for financial management is getting stronger and stronger, and professional financial consultants are rapidly spreading. Just like lawyers, analysts, accountants and psychological counselors, they provide financial planning services for us with their professional financial knowledge.

The work of the financial adviser mainly includes:

Communicate with customers, master customer information, analyze customers' basic situation, master customers' financial objectives and needs, and provide 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.