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Senior Wealth Advisor

Finary

Finary

Administration
Paris, France
Posted on Thursday, November 23, 2023

What is Finary?

At Finary, we are on a mission to create the money management experience we’ve always dreamt of. We are building a platform that empowers a new generation of investors to achieve their goals. If you’re looking for an ambitious team that’s revolutionizing an old-fashioned industry, get in touch!

Mounir & Julien launched Finary in 2021. Since then, we have made great strides by reaching 250.000 users worldwide on App & Web (rated 4.8/5 stars). We genuinely care about user experience, performance, privacy and ease of use. We ship cutting-edge product with touches of delight. We are a diverse team of 25 individuals, all builders at heart. We love picking up new challenges and care deeply about the quality of our work. Read more about our values here.

Why now?

A new generation of investors is emerging: ambitious, involved workforce. Money is no longer taboo and the pension system is under tremendous pressure. At Finary, we see a world where investing empowers everybody to live the life they’ve always dreamt off. Finary exists to revolutionize the personal money management experience.

To fuel this mission, we raised 15M€ and are backed by leading investors like Y Combinator and Speedinvest. We are also backed by world-class founders like Steve Anavi & Alexandre Prot (Qonto founders), Matthieu Rouif (Photoroom). or Eric Demuth (CEO Bitpanda). We also smashed the European crowdfunding speed record by raising 2.2M€ from our community in less than 20 minutes.

There’s never been a more exciting time to join Finary!

What we offer

At Finary, our team deserves fair and competitive pay that meets them where they are, no matter their location. Our total rewards programs reflect our commitment to inclusivity and access for all with great benefits, rewards, and perks. Because a good life brings great innovation.

Our HQ is located in the heart of Paris, but we set up Finary as a hybrid remote company from the start. Our talented team is currently distributed across a variety of countries across Europe.

At Finary, you’ll enjoy:

  • Top-notch health insurance

  • New MacBook Pro, and all the gear you need

  • Quarterly company retreats

  • Finary Plus subscription

What we care nothing about:

  • Fancy degrees

  • Fancy pedigrees

  • Free laundry, lattes, or other fancy perks

  • Meal vouchers

To sum it up, we are looking for builders who want to do hard (but highly rewarding) projects, have grit, and are at ease in highly evolving (and unstable) environments, doing whatever it takes to forge our vision into existence.

You'll join a winning team, learn an insane amount, earn life-changing money, and work with other A+ players.

Advisory at Finary

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 sales: we are bringing the Wealth Management model to the masses.

About the role

Your manager will be Mounir, our CEO.

You will be the first to provide financial advice to our clients. We're talking about the kind of legendary service that earns awards, news coverage, and most importantly makes customers happy.

  • Participate in shaping our world-class Advisory solution

  • Advise clients on their money by building their financial plan

  • Work with Product on an ongoing basis to leverage AI & our powerful Tech

  • Build partnerships with Banks, Asset Managers & Insurers

You’d be a great fit if you

  • 7+ 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 and put your money where your mouth is

  • based in Paris (mandatory)

Bonus points if you

  • Have experience in Fintech

  • Played a sport at a very high level

Preferred Time Zones: GMT-2, GMT+3

Our hiring process

  1. Screening call with the Hiring Manager

  2. Home assignment, reviewed with the team

  3. Team fit - Meet 4 members of the team

  4. Meet our cofounders

  5. Reference Check & Offer

How to apply?

Tell us why you want to join Finary and why you generally care about the problem we're solving. Make your first impression count.

Share with us what excites you and how you envision your role at Finary.