Wealth Advisor – Internship

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 budgets, 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!

Mounir & Julien launched Finary in 2021. Since then, we have made great strides by reaching 500.000 users. We genuinely care about user experience, performance, and ease of use. We ship cutting-edge products 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: an 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 of. 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), and Eric Demuth (CEO of 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 offer

At 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 is 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 values here.

You'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-site every 6 weeks.

At Finary, you’ll enjoy:

• Working with brilliant people in a motivating and fast-paced environment

• Having 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 weeks

• A competitive compensation package

What we care nothing about:

• Fancy degrees

• Free laundry, lattes, or other fancy perks

• Meal vouchers

Start date : June 2025
Duration: 6 months

Wealth Advisory at Finary

At 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 role

Your manager will be Corentin, our Wealth Advisory lead.

As 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 meeting

• Drafting documents for prospects such as wealth reports, investment proposals, etc.

• Client follow-ups and subscription management

• Creating content for our Youtube channels and other media outlets

You’d be a great fit if you

• are a student at a top business or engineering school, or equivalent university, with a specialization in finance or wealth management

• have past experiences in startups, the banking or consulting

• strong commercial acumen and client-oriented

• excellent oral and written skills

• like to take initiative and find new creative solutions to problems

• embrace disruption and technical innovations happening in the Wealth Management space

• are an investor yourself and put your money where your mouth is

• basedin Paris (mandatory)

Bonus points if you

• Played a sport at a very high level

• Have a large social media presence

Our hiring process

1. Intro call

2. Case Study

3. Meet one of our cofounders

4. Offer

How 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.