Wealth Management Advisor

il y a 2 semaines


Palaiseau, Île-de-France Finary Temps plein
About Finary

Finary is a pioneering fintech company revolutionizing personal money management. Our mission is to empower a new generation of investors to achieve their goals. With a strong focus on user experience, performance, and ease of use, we're building a platform that sets a new standard in the industry.

Our team is composed of talented individuals who share a passion for innovation and a commitment to excellence. We're backed by leading investors and have made significant strides since our launch in 2021, reaching 350,000 users worldwide and achieving a 4.8/5-star rating.

Why Join Finary?

We're looking for talented individuals who share our vision and are eager to make a meaningful impact. As a Wealth Advisor at Finary, you'll have the opportunity to work with a diverse team of experts, learn from the best, and contribute to shaping the future of personal finance.

Our company culture is built on collaboration, innovation, and a passion for excellence. We offer a dynamic and motivating work environment, competitive salary and equity packages, and opportunities for growth and development.

About the Role

As a Wealth Advisor, you'll be responsible for providing financial guidance to Finary One clients. You'll work closely with our team to shape our world-class offer, build partnerships with leading financial institutions, and deliver exceptional customer service.

We're looking for a highly skilled and experienced professional with a strong background in wealth management. If you're passionate about personal finance, enjoy working with clients, and are eager to make a difference, we'd love to hear from you.

Requirements
  • 4+ years of experience in wealth management
  • Extensive knowledge of financial planning and investment strategies
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing circumstances
  • Fluency in English and French
What We Offer
  • Competitive salary and equity packages
  • Opportunities for growth and development
  • A dynamic and motivating work environment
  • Collaborative team culture
  • Flexible working arrangements

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