Wealth Advisor

  • Remote - France

Remote

Finance & Legal

Mid-level

Summary

The job is for a Financial Advisor at Finary, a fast-growing fintech company based in Paris that offers a platform for personal money management. The advisor will provide financial advice to clients, shape the Finary One offer, and build partnerships with banks, asset managers, and insurers.

Requirements

  • 4+ years of advisory experience at a renown Wealth Manager
  • Extremely knowledgeable and able to accompany clients in a 360° fashion
  • Like to take initiative and find new creative solutions to problems
  • Embrace disruption and technical innovations happening in the Wealth Management space
  • Be an investor yourself
  • Excellent oral and written skills
  • Based in Paris and French native speaker (both mandatory)

Preferred Qualifications

  • Play sport on a competitive level
  • Have a large social media presence

Benefits

  • Working with brilliant people in a super motivating and fast-moving environment
  • Having the opportunity to have a real impact in a sector that touches everyone's life: personal finance
  • Being empowered and trusted to bring and become the best version of yourself
  • Gathering at the office or in nice places every 6 weeks
  • Tier-1 salary/equity packages
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