Wealth Advisor - Remote

Overview

Finary is on a mission to create a revolutionary money management experience for a new generation of investors. The role involves providing exceptional financial advice to clients and shaping the Finary One offer.

In Short

• Join a team providing financial advice to Finary One clients.
• Advise clients on managing their money.
• Shape the Finary One offer.
• Build partnerships with Banks, Asset Managers & Insurers.
• Work in a motivating and fast-paced environment.
• Be part of a hybrid remote company.
• Enjoy a competitive compensation package.
• Collaborate with A-players in the industry.
• Participate in on-site gatherings every 6 weeks.
• Contribute to a mission that empowers investors.

Requirements

• 4+ years of advisory experience at a renowned Wealth Manager.
• Extensive knowledge in client management.
• Ability to take initiative and find creative solutions.
• Embrace disruption and technical innovations.
• Be an investor yourself.
• Excellent oral and written communication skills.
• Based in Paris and a French native speaker.

Benefits

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