You can change positions, but it depends on your personal abilities.

There are two promotion directions for investment consultants. One is to switch to management type in the later stage. The promotion path is: investment consultant, then senior investment consultant, senior investment consultant, investment director, and wealth management director. This way you reach the top, which is usually the vice president of investment management under the branch's business department.

Another way is to go in the direction of investment research. If the investment consultant recognizes you, you can take the analyst test and then develop in the direction of analyst investment research. You can also do well and sign up as an analyst at the headquarters. , develop in the direction of lecturer. In the later stage, if your investment research level is high, you can switch to a fund company or become a researcher in asset management.

According to the regulations of the Securities Industry Association, investment advisors refer to analysts in the brokerage business department who have investment analysis and can provide customers with operational suggestions (foreign countries are independent analysts). Simply put, investment advisors are investment analysts who serve individuals, and are in great demand in the financial industry.