The positions in the securities headquarters probably include research institutes, investment banks, compliance management, brokerage business, asset management and self-management, as well as HR and some administrative positions.
The researchers in the institute generally need a master's degree with a complex background in science and engineering, except for pure finance, but it is very difficult. Undergraduate students don't have to think about it. They can work as office assistants in graduate schools.
Investment banks also need a master's degree, preferably having passed CPA.
I don't understand compliance management, and I may be a little sloppy.
The brokerage business is related to the sales department, so it is easier to get in.
Asset management and self-employed people all jumped out of the institute, so ...
HR and administration are not limited to academic qualifications, and undergraduates can also.
Also, the securities qualification examination and the futures qualification examination are only the threshold to enter finance, and they are very basic things. The financial planner is for personal financial management and has little connection with researchers, but the gold content of this certificate is still ok. Personal finance is also a new industry in China, with great development potential. If you want to get extra points, you have to take CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant), which is very useful for finance. However, if you want to be a researcher and an investment bank, there is only one suggestion: study for a master's degree. Hehe, but researchers basically need a compound background in science and engineering, and your financial management background will be much lower.