Lead Wealth Advisor

About the Company

Finary is on a mission to empower savers by building an all-in-one platform for the new generation of investors. With over 1 million users and €80M in assets under management, Finary combines cutting-edge technology with high-level human advisory to revolutionize personal finance.

Responsibilities

• Manage and develop a portfolio of HNWI/UHNWI clients
• Structure and deploy a scalable outbound approach via networking and partnerships
• Advise VIP clients including tech founders and wealthy families
• Develop partnerships with banks, asset managers, and insurers
• Ensure regulatory compliance and advisory quality in collaboration with Compliance teams

Requirements

• Over 4 years of experience in advisory within a recognized wealth management firm
• Deep 360° expertise in wealth management and investment
• Native French speaker based in Paris
• Professional level of English

Preferred Qualifications

• Active presence on social media
• Competitive level athlete