In order to coordinate the company's resources, develop the investment and care business, and provide professional companion services for customers. According to the official recruitment information released by Guangfa Fund, the main job of the position of investment financial planner is to coordinate the company's resources, develop investment business, provide professional companion services for customers, expand and maintain platform customers, and provide continuous and professional investment consulting services; Analyze the risk preference and investment demand of customers, and tailor the investment plan for customers.