Finary One Wealth Intern
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
This internship provides a 360° view of next-generation wealth management across advisory, technology, operations, and lead management while supporting the Finary One team.
Requirements
- Student in a business, engineering, or equivalent university program specializing in finance or wealth management
- Prior experience in a startup, bank, or consulting firm
- Strong business acumen and client orientation
- Excellent written and verbal communication skills
- Initiative and ability to find creative solutions
- Enthusiasm for technological developments in wealth management
- Personal investor who applies their convictions to investments
- Based in Paris
- High-level sports experience is a plus
- Strong social media presence is a plus
Responsibilities
- Support Wealth Advisors by drafting client emails, meeting summaries, and preparing appointments
- Segment the client base and manage and qualify incoming leads
- Participate in client meetings on an ad hoc basis
- Assist with subscriptions by preparing files, collecting KYC documents, and following up administratively
- Draft wealth reports and investment proposals for prospects
- Organize events for leads and existing clients for the Finary Club
Benefits
- Work with a high-performing team
- Ownership from the first day
- Meaningful impact on customers' financial futures
- Hybrid company culture with in-person gatherings in Paris four times per year
Hiring Process
1. Introductory interview with Marine Faurie, General Manager Finary One. 2. Practical case and presentation. 3. Culture fit interview.
