Lead Wealth Advisor – Key Clients

At Finary, we are on a mission to reinvent how a new generation of investors manages its money. Our mantra: put technology to work for our clients. We reinvent how clients are advised by leveraging IA and our unique tech platform.

Forget about kickbacks & advisors that feel like salespeople. With Finary One, we are bringing the Wealth Management model to the masses.

Your manager will be Corentin, Head of Finary One

You will join his team to provide financial advice to Finary One clients. We're talking about the kind of legendary service that earns awards, news coverage, and most importantly makes customers happy.

• Advise clients on each aspect of managing their money

• Participate in shaping our world-class Finary One offer

• Build partnerships with Banks, Asset Managers & Insurers

• 4+ years of advisory experience at a renown Wealth Manager

• are extremely knowledgeable and know how 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

• are an investor yourself - you put your money where your mouth is

• excellent oral and written skills

• based in Paris and french native speaker (both mandatory)

• Play sport on a competitive level

• Have a large social media presence

Tell us why you want to join Finary. Share with us what excites you about our mission and how you will contribute. Make your first impression count.