Wealth Advisor (Internship – June 2025)

Job title:

Wealth Advisor (Internship – June 2025)

Company

Finary

Job description

What is Finary?At Finary, we are on a mission to create the money management experience we’ve always dreamt of. We are building a one-stop-shop that empowers a new generation of investors to achieve their goals. Finary allows its users to track their assets, manage their budget, invest their money and learn more about finance. If you’re looking for an ambitious team that’s revolutionizing an old-fashioned industry, get in touch!& launched Finary in 2021. Since then, we have made great strides by reaching 450.000 users. We genuinely care about user experience, performance and ease of use. We ship cutting-edge product with touches of delight. You’ll join a winning team, learn insanely, earn life-changing money, and work with other A+ players.Why now?A new generation of investors is emerging: ambitious, involved workforce. Money is no longer taboo and the pension system is under tremendous pressure. At Finary, we see a world where investing empowers everybody to live the life they’ve always dreamt off. Finary exists to revolutionize the personal money management experience.To fuel this mission, we raised 15M€ and are backed by leading investors like Y Combinator and Speedinvest. We are also backed by world-class founders like Steve Anavi & Alexandre Prot (Qonto founders), Matthieu Rouif (Photoroom) or Eric Demuth (CEO Bitpanda). We also smashed the European crowdfunding speed record by raising 2.2M€ from our community in less than 20 minutes.There’s never been a more exciting time to join Finary!What we offerAt Finary, the team is composed exclusively of A-players who want to be challenged and achieve more. We’re relentlessly pushing forward to deliver the best products possible. Our culture intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Read more about our valuesYou’ll join a thrilling and motivating environment where you’ll learn a lot and have a lot of freedom and responsibilities to express your talent.Finary is a hybrid remote company. Our talented team is currently based in France and across Europe. Our office is located in the heart of Paris, and we organize on-sites every 6 weeks.At Finary, you’ll enjoy:Working with brilliant people in a motivating and fast-paced environmentHaving the opportunity to have a real impact in a sector that touches everyone’s life: personal finance.

Being empowered and trusted to bring and become the best version of yourself.Gathering at the office or in nice places every 6 weeksA compeititive compensation packageWhat we care nothing about:Fancy degreesFree laundry, lattes, or other fancy perksMeal vouchersStart date : June 2025Wealth Advisory at FinaryAt Finary, we are on a mission to reinvent how a new generation of investors manages its money. Our mantra: put technology to work for our clients. We reinvent how clients are advised by leveraging IA and our powerful tech platform.Forget about kickbacks & advisors that feel like salespeople: we are reinventing Wealth Management model from scratch.About the roleYour manager will beAs a Wealth Advisory intern, will help growing our Advisory and support our team and their clients. We’re talking about the kind of legendary service that earns awards, news coverage, and most importantly makes customers happy.As a key member of the team, you’ll do the following missions:Portfolio analysis and participation in client meetingDrafting documents for prospects such as wealth reports, investment proposals, etc.Client follow-ups and subscription managementCreating content for our Youtube channels and other media outletsYou’d be a great fit if youare a student at a top business or engineering school, or equivalent university, with a specialization in finance or wealth managementhave past experiences in startups, the banking or consultingstrong commercial acumen and client-orientedexcellent oral and written skillslike to take initiative and find new creative solutions to problemsembrace disruption and technical innovations happening in the Wealth Management spaceare an investor yourself and put your money where your mouth isbased in Paris (mandatory)Bonus points if youPlayed a sport at a very high levelHave a large social media presenceOur hiring processIntro callCase StudyMeet one of our cofoundersOfferHow to apply?Tell us why you want to join Finary. Share with us what excites you about our mission and how you will contribute. Make your first impression count.Our hiring processInitial chat to see if there’s a mutual fitCase Study to showcase your skillsTeam fit with various team members who’ll collaborate with youFounder fit with one of our cofoundersReference checksOffer

Expected salary

Location

Paris

Job date

Wed, 15 Jan 2025 06:32:34 GMT

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