How is the financial planner treated?

Career introduction of financial planner: Financial planner, also known as financial planner or financial consultant, is a professional who provides comprehensive financial planning for customers. According to the National Professional Standard for Financial Planners formulated by People's Republic of China (PRC) and the Ministry of Labor and Social Security, a financial planner refers to a person who provides comprehensive financial consulting services for individuals, families, small and medium-sized enterprises and institutions by using the principles, techniques and methods of financial planning.

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.

20 17 post salary of domestic financial planners-normal salary: ￥ 6,000-12000/month;

Qualification of financial planner:

1, good personality and professional ethics. Financial planners should take the interests of customers as the service center and always think of customers. In addition, keeping customers' personal secrets is also an important aspect.

2. Rich knowledge of finance, investment, economy and law. Financial planners should be "generalists+professionals". In other words, financial planners should systematically master the knowledge of economy, finance, investment and law, and at the same time be experts in some aspects, such as insurance and securities.

3. Rich practical experience. Only talking about theory can't help customers achieve their financial goals, so whether they have rich practical experience is an important criterion for customers to choose financial planners.

4. Relatively independent. Financial planners working in banks, securities and insurance companies, while making financial planning for customers, will more or less have the purpose of promoting products. This is an objective problem, but the promotion of products should be based on the interests of customers, and should not be "managing money for promotion".

There will be many "independent wealth management companies" in the future society. These wealth management companies are independent and not attached to some financial institutions. They help customers choose investment products from the customer's point of view and realize their financial goals.