This study was mainly to explore the impact of social networks for financial consultants. In order to obtain that purpose, in-depth interviews were adopted to truly understand the inner thinking of the respondents. The semi-structured in-depth interviews of qualitative research were conducted to understand respectively from among 10 current financial consultants in the different branches of the Cathay United Bank. Results from the interview respondents were classified into different categories and comparative analysis were done as a corroboration of the argument that has been posited in this study, therefore the findings were presented. This study was organized and divided into four dimensions for further exploration: professional skills, social relationships, social networks, corporate systems, and other key elements for exploration and analysis. The first part was about the impact of the professional skills in which financial consultants manage to promote their business goals. The second part was about role-play analysis in which financial consultants expand their social relationships. The third part was about analysis of impact upon social networks that was brought by financial consultants who conduct their behaviors in sales activities. The fourth part was about impact upon the corporate systems that effected by financial consultants. Analysis and findings that based on this study were as follows: Financial consultants emphasize the importance to qualify themselves by acquiring examination identifications as a professional proof. Many successful financial consultant top with attributes of never-give-up and perseverance characteristics, he/she has willingness to challenge difficulties of tasks. Beyond that, financial consultants would like to contact with people and get accustomed to deal with strangers, and take the initiative to develop social relationships. Better capacity in social networking would mean one of the essential conditions for a good financial consultant. Thus it facilitate financial consultants advance themselves equivalently in the triangular relationship among customer needs, attitudes and concept of financial consultants, and corporate profits in the wealth management activities.
