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 history
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
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Manage and grow a portfolio of high-net-worth clients, advise them on investment decisions and life projects, convert incoming leads through personalized advice, support commercial development, improve the Finary One offering, and ensure a high-quality compliant client experience.
Requirements
- 2 to 5 years of experience in wealth management, private banking or fintech
- Solid foundations in investment and asset allocation
- Comfortable with demanding client relationships and educational advice
- Attention to detail, rigor and quality of work
- Openness to technological innovation in wealth management
- Be 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 sales activity through prospecting, lead follow-up and identifying new opportunities
- Contribute to building and continuously improving the Finary One offering
- Ensure a responsive, rigorous and clear client experience
- Collaborate with wealth engineering, management, compliance and product teams
- Ensure compliance and quality of delivered advice
Benefits
- Equity
- Bonus