Lead Wealth Advisor – Key Clients
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 act as both a commercial ambassador and technical reference for Finary One, especially with our most prestigious clients. You'll structure and deploy a scalable outbound approach through your network, prospecting and targeted partnerships. You'll manage and grow a portfolio of HNWI/UHNWI clients, help build a world-class Finary One offering, and develop partnerships with banks, asset managers and insurers. You will advise VIP clients such as tech founders, wealthy families and public figures, while ensuring compliance and quality of advice in close collaboration with the Compliance and Wealth Engineering teams. You'll build trust and lasting relationships, strengthen client satisfaction, and act as an internal reference on outbound strategy, regulatory consistency and technical depth. Your success will be measured by the assets under management you generate over 12 months and the share coming from your own prospecting, the number of clients you support and their satisfaction, and your internal impact through mentoring junior Wealth Advisors.
Requirements
- More than 4 years of experience in advisory within a recognized wealth management firm
- In-depth expertise with ability to support clients 360°
- Ability to take initiative and find creative solutions to problems
- Openness to technological changes and innovations in Wealth Management
- Being an investor yourself, aligning your money with your convictions
- Excellent oral and written communication skills
- Based in Paris and native French speaker
- Professional level of English
Responsibilities
- Structure and deploy a scalable outbound approach via your network, prospecting and targeted partnerships
- Manage and grow a portfolio of HNWI/UHNWI clients
- Participate in building Finary One's world-class offering
- Develop partnerships with banks, asset managers and insurers
- Advise VIP clients such as tech founders, wealthy families and public figures
- Ensure compliance and quality of advice in close coordination with Compliance and Wealth Engineering teams
- Build trust and long-lasting relationships to strengthen client satisfaction
- Act as internal reference on outbound strategy, regulatory consistency and technical depth