Finary is hiring a
Wealth Advisor

Summary

Finary is a fintech startup that empowers investors to achieve their financial goals. They are looking for a Wealth Advisory intern who can help grow their advisory team, perform portfolio analysis, draft documents, manage client follow-ups, and create content for their Youtube channels.

Requirements

• You should be a student at a top business or engineering school, or equivalent university
• You should have past experiences in startups, the banking industry, or consulting
• You should have strong commercial acumen and be client-oriented
• You should have excellent oral and written skills
• You should like to take initiative and find new creative solutions to problems
• You should embrace disruption and technical innovations happening in the Wealth Management space
• You should be an investor yourself
• You should be based in Paris (mandatory)

Responsibilities

• Portfolio analysis and participation in client meetings
• 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

Preferred Qualifications

• Bonus points if you played a sport at a very high level
• Bonus points if you have a large social media presence

Benefits

• Working with brilliant people in a super motivating and fast-moving 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
• Tier-1 salary/equity packages