Wealth Advisor Intern - Remote

Overview

As a Wealth Advisory intern at Finary, you will help grow our Advisory team and support our clients, providing legendary service that earns awards and makes customers happy.

In Short

• Join an ambitious team focused on revolutionizing personal finance.
• Participate in portfolio analysis and client meetings.
• Draft wealth reports and investment proposals for prospects.
• Manage client follow-ups and subscription processes.
• Create content for social media and other media outlets.
• Work in a hybrid remote environment with a base in Paris.
• Engage with a motivated team of A-players.
• Contribute to a sector that impacts everyone: personal finance.
• Enjoy a competitive compensation package.
• Join a company that embraces disruption and innovation.

Requirements

• Student at a top business or engineering school with a finance specialization.
• Past experience in startups, banking, or consulting.
• Strong commercial acumen and client-oriented mindset.
• Excellent oral and written communication skills.
• Initiative and creativity in problem-solving.
• Interest in technical innovations in Wealth Management.
• Personal investor experience.
• Based in Paris (mandatory).

Benefits

• Work with brilliant people in a motivating environment.
• Opportunity to have a real impact in personal finance.
• Empowerment and trust to express your talent.
• Gatherings every 6 weeks for team building.
• Competitive compensation package.