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
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 join Finary One's wealth planning team for a 6-month internship starting in January or July 2027. You'll support client relationship management, contribute to legal and tax monitoring, and help build innovative wealth planning tools, working closely with the Wealth Planner and General Manager of Finary One.
Requirements
- Law student undergoing PPI internship or Master 2 student in law applied to wealth management
Responsibilities
- Assist in following up client files including preparing and attending meetings
- Track client files over time
- Contribute to client deliverables such as emails PowerPoint or Google slides and simulators
- Prepare discussion summaries technical memos and comprehensive wealth analyses
- Contribute to internal legal and tax monitoring including monthly meetings and finance law updates
- Contribute to the Wealth Engineering Newsletter for Finary One clients
- Create presentation materials such as client documentation thematic sheets and educational guides
- Contribute to designing next-generation wealth planning tools such as simulators wealth diagnostics and analysis and recommendation engines
- Write scripts for videos podcasts and articles on wealth engineering topics
- Relay field needs to product and tech teams to continuously improve tools
- Participate in integrating AI into wealth engineering processes