How do account managers of securities companies switch to investment consultants? What about investment consultants?

First of all, if there is a vacancy in the investment position of the sales department, it will generally be recruited within the sales department first, and marketers or counter staff can sign up. The business department or the human resources department of the headquarters passed the examination and officially transferred in.

Although the investment consultant has no pressure to open an account, the task of selling funds and wealth management products is the same. Deduction of money is less than the marketing pressure, but the income also drops sharply. If you do well, the promotion route is assistant financial planner-financial planner-chief financial planner.