[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 福州市

# 投资顾问

福州市 

Listed on Ping An Insurance Group’s official careers site. Posted September 15, 2026. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=42E89C930B224DE9A0EE74D4B748D155)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 投资顾问

## Job description

岗位职责
- 负责存量客户、高净值客户的投资咨询服务；
- 负责组织公司内部培训、定期组织投资沙龙；
- 投顾产品组合的搭建及推广。 任职资格
- 本科或以上学历；
- 有银行或券商实习工作经验者优先；
- 已通过证券从业考试，具有宏观、行业、个股基本面分析等基础能力；
- 通过投顾从业资格考试，或具备CFA/CPA/AFP等金融专业证书资质优先。

## At a glance
- Posted by the employer: Sep 15, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 35 days
- Location: 福州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=42E89C930B224DE9A0EE74D4B748D155)

## More jobs at Ping An Insurance Group

### [2G客户经理-福建](https://jobs.opennash.com/companies/ping-an-insurance/jobs/87d8a1de812b5bac75de/)

福州市

### [业务发展岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1b7bee44dcfcd19e759a/)

福州市

### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/ccd68a5463c4f5157e5b/)

福州市

### [业务数据推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f31fc0cb84b029f98430/)

福州市

### [业绩追踪岗-非车](https://jobs.opennash.com/companies/ping-an-insurance/jobs/06c1eb3b81f0f8dc60ce/)

福州市

## Similar jobs at other companies

### [投资顾问](https://jobs.opennash.com/companies/gf-securities/jobs/663ef382749f2a9da979/)

GF Securities · 上海市

### [投资顾问](https://jobs.opennash.com/companies/gf-securities/jobs/a28e39d74d9ed8ce04ad/)

GF Securities · 成都市-武侯区

### [投资顾问](https://jobs.opennash.com/companies/china-merchants-bank/jobs/a87e23a95c4eca26146a/)

China Merchants Bank · 长春市

### [私行客户经理（投资顾问）](https://jobs.opennash.com/companies/china-life-insurance/jobs/32ed622f9d7e0d2dd5a4/)

China Life Insurance · 广东省, 深圳市

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)