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Wealth Advisor (Internship - June 2025) - Remote

Posted 12 weeks ago
Finance / Legal
Internship
France

Overview

Finary is on a mission to create a revolutionary money management experience for a new generation of investors. As a Wealth Advisory intern, you will support the team in providing exceptional service to clients.

In Short

  • Join a mission-driven team focused on personal finance.
  • Participate in portfolio analysis and client meetings.
  • Draft wealth reports and investment proposals.
  • Manage client follow-ups and subscriptions.
  • Create content for media outlets.
  • Work in a hybrid remote environment.
  • Be part of a fast-paced and motivating culture.
  • Learn from experienced professionals in the field.
  • Contribute to a sector that impacts everyone’s life.
  • Start date in June 2025.

Requirements

  • Student at a top business or engineering school with a finance specialization.
  • Experience in startups, banking, or consulting.
  • Strong commercial acumen and client-oriented mindset.
  • Excellent oral and written communication skills.
  • Ability to take initiative and find creative solutions.
  • Embrace disruption and technical innovations in wealth management.
  • Be an investor yourself.
  • Based in Paris (mandatory).

Benefits

  • Work with brilliant people in a motivating environment.
  • Opportunity to make a real impact in personal finance.
  • Empowerment to express your talent.
  • Gatherings every 6 weeks.
  • Competitive compensation package.
Finary logo

Finary

Finary is a dynamic fintech company founded in 2021, dedicated to revolutionizing personal money management for a new generation of investors. With a mission to create an exceptional money management experience, Finary has rapidly grown to serve 450,000 users worldwide through its innovative platform, which emphasizes user experience, performance, and privacy. Backed by prominent investors like Y Combinator and Speedinvest, Finary is committed to delivering cutting-edge products while fostering a diverse and ambitious team of builders. The company operates in a hybrid remote model, allowing talented individuals from various European countries to collaborate in a motivating environment that encourages personal and professional growth.

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