Wealth Planner 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
Join Finary One's wealth-planning team for a six-month internship starting in January or July 2027. Support client relationship management, legal and tax monitoring, client deliverables, and the design of next-generation wealth-planning tools.
Requirements
- Law student completing a PPI internship or Master 2 student in law applied to wealth management.
Responsibilities
- Assist with client-file follow-up, meeting preparation, and participation.
- Prepare client deliverables including emails, presentations, simulators, summaries, technical memos, and wealth analyses.
- Contribute to internal legal and tax monitoring and the Finary One wealth-engineering newsletter.
- Create client documentation, thematic sheets, and educational guides.
- Help design wealth-planning simulators, diagnostics, analysis engines, and recommendation engines.
- Write scripts for videos, podcasts, and articles on wealth-engineering topics.
- Relay field needs to product and technology teams.
- Participate in integrating AI into wealth-engineering processes.
Benefits
- Six-month internship starting in January or July 2027.
- Work with modern technology and AI tools.
- Exposure to legal, tax, finance, and technology topics.
- Work with a stimulating high-net-worth client base.
- Accelerated training, varied responsibilities, and direct product impact.
Hiring Process
A Wealth Planner will conduct a phone conversation to discuss your background and motivations. Candidates will then complete a practical exercise followed by an interview with the General Manager of Finary One.