Wealth Advisor (Intern)

Job title:

Wealth Advisor (Intern)

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 platform that empowers a new generation of investors to achieve their goals. 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 350.000 users worldwide on App & Web (rated 4.8/5 stars). We genuinely care about user experience, performance, privacy and ease of use. We ship cutting-edge product with touches of delight. We are a diverse team of 40 individuals, all builders at heart. We love picking up new challenges and care deeply about the quality of our work. Read more about our valuesWhy 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 have grit and want to be challenged and achieve more. We’re relentlessly pushing forward to deliver the best products possible. 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.Our HQ is located in the heart of Paris, but we set up Finary as a hybrid remote company from the start. Our talented team is currently distributed across various European countries.At Finary, you’ll enjoy:Working with brilliant people in a super motivating and fast-moving 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 weeksTier-1 salary/equity packagesWhat we care nothing about:Fancy degreesFree laundry, lattes, or other fancy perksMeal vouchersTo sum it up, we are looking for builders who want to do hard (but highly rewarding) projects, have grit, and are at ease in highly evolving (and unstable) environments, doing whatever it takes to forge our vision into existence.You’ll join a winning team, learn insanely, earn life-changing money, and work with other A+ players.Wealth 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 and why you generally care about the problem we’re solving. Make your first impression count.Share with us what excites you and how you envision your role at Finary.

Expected salary

Location

Paris

Job date

Thu, 12 Sep 2024 01:31:37 GMT

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