Associate Wealth Advisor
Finary is a French wealth management app that helps individuals track, manage, and optimize their entire net worth in one place. It aggregates bank accounts, brokerage accounts, real estate, crypto, and other assets, and also offers investment products such as a life insurance contract (assurance vie) and crypto investing services.
Funding
Projects
About Finary
Finary is a personal finance and wealth-tracking platform used by more than 1 million users, allowing them to connect and monitor over 20,000 banks, brokers, and crypto platforms in one dashboard. The app provides automated net worth tracking, portfolio diversification scoring, hidden fee detection, budget and cashflow management, dividend tracking, and financial independence projections. Beyond tracking, Finary offers investment products directly: 'Finary Life', a life insurance contract (assurance vie) with 700+ available funds and low fees, underwritten by Generali Vie, and a crypto investing service enabling users to buy, DCA, stake, and lend cryptocurrencies on a MiCA-regulated platform. Finary SAS is a French investment firm regulated by the ACPR (agrément N°19283), a member of AMAFI, registered with ORIAS as an insurance broker, and registered with the AMF as a PSCA crypto asset service provider. The company serves retail investors and individuals seeking to consolidate and optimize their personal wealth, including stocks, real estate, crypto, savings accounts, startups, crowdlending, and other exotic assets.
Skills
About the Role
You will manage and grow a portfolio of high-net-worth clients, guiding them through their investment decisions and life projects. You will convert incoming leads by providing clear, educational and personalized advice, and take part in developing the sales activity through prospecting, lead follow-up and identifying new opportunities. You will help build and continuously improve the Finary One offering, ensure a high-quality client experience through responsiveness, rigor and clarity, and collaborate closely with internal teams including wealth engineering, management, compliance and product. You will also make sure the advice you deliver is compliant and of high quality.
Requirements
- 2 to 5 years of experience in wealth management, private banking or fintech
- Solid foundations in investment and asset allocation
- Comfortable in a demanding client relationship with a strong educational dimension
- Attention to detail, rigor and quality of work
- Openness to technological innovation in Wealth Management
- Being an investor yourself
- Excellent oral and written communication skills
- Based in Paris and native French speaker
- Professional level of English
Responsibilities
- Manage and develop a portfolio of HNWI clients in their investment decisions
- Convert incoming leads by providing clear, educational and personalized advice
- Participate in developing the sales activity by contributing to prospecting, lead follow-up and identifying new opportunities
- Contribute to building and continuously improving the Finary One offering
- Contribute to the quality of the client experience, ensuring responsiveness, rigor and clarity
- Collaborate closely with internal teams (wealth engineering, management, compliance, product)
- Ensure compliance and quality of the advice delivered
Benefits
- Equity
- Bonus