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Wealth Advisor (Internship - Jan 2026)

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 one-stop shop that empowers a new generation of investors to achieve their goals. Finary allows its users to track their assets, manage their budgets, invest their money, and learn more about finance. 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 500.000 users. We genuinely care about user experience, performance, and ease of use. We ship cutting-edge products with touches of delight. You'll join a winning team, learn insanely, earn life-changing money, and work with other A+ players.

Why now?

A new generation of investors is emerging: an 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 of. 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), and Eric Demuth (CEO of 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, the team is composed exclusively of A-players who want to be challenged and achieve more. We're relentlessly pushing forward to deliver the best products possible. Our culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Read more about our values here.

You'll join a thrilling and motivating environment where you'll learn a lot and have a lot of freedom and responsibilities to express your talent.

Finary is a hybrid remote company. Our talented team is currently based in France and across Europe. Our office is located in the heart of Paris, and we organize on-site every 6 weeks.

At Finary, you’ll enjoy:

  • Working with brilliant people in a motivating and fast-paced 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

  • A competitive compensation package

What we care nothing about:

  • Fancy degrees

  • Free laundry, lattes, or other fancy perks

  • Meal vouchers

Start date : January 2026
Duration: 6 months

Wealth 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 powerful tech platform.

Forget about kickbacks & advisors that feel like salespeople: we are reinventing Wealth Management model from scratch.

About the role

Your manager will be Corentin, our Wealth Advisory lead.

As a Wealth Advisory intern, will help growing our Advisory and support our team and their clients. We're talking about the kind of legendary service that earns awards, news coverage, and most importantly makes customers happy.

As a key member of the team, you'll do the following missions:

  • Portfolio analysis and participation in client meeting

  • Drafting documents for prospects such as wealth reports, investment proposals, etc.

  • Client follow-ups and subscription management

  • Creating content for our Youtube channels and other media outlets

You’d be a great fit if you

  • are a student at a top business or engineering school, or equivalent university, with a specialization in finance or wealth management

  • have past experiences in startups, the banking or consulting

  • strong commercial acumen and client-oriented

  • excellent oral and written skills

  • 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

  • Played a sport at a very high level

  • Have a large social media presence

Our hiring process

  1. Intro call

  2. Case Study

  3. Meet one of our cofounders

  4. Offer

How to apply?

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.

What You Should Know About Wealth Advisor (Internship - Jan 2026), Finary

Are you ready to kick-start your career in finance? Finary is looking for a Wealth Advisor Intern to join our vibrant team in Paris starting January 2026! At Finary, we're on a mission to revolutionize personal finance and create a seamless money management experience for our users. If you’re passionate about wealth management and eager to help a new generation of investors, this is your chance to dive in! As an intern in our Wealth Advisory team, reporting to Corentin, our Wealth Advisory lead, you will assist in growing our advisory services. Expect to engage in portfolio analysis, draft impactful documents for potential clients, and create compelling content for our YouTube channel and other platforms. You’ll play a pivotal role by delivering legendary service that truly makes a difference in our customers’ lives. We value initiative, creativity, and a thirst for knowledge, so if you’re studying finance at a top business or engineering school and have previous experience in startups or banking, we want to meet you! Here at Finary, our culture is intense and rewarding, with a focus on excellence. You’ll have the freedom to express your talents and contribute meaningfully in a fast-paced environment. Don't miss out on the opportunity to join a fantastic team, connect with like-minded individuals, and make your mark in the financial world. Ready to take the plunge? Apply now and let’s shape the future of wealth management together!

Frequently Asked Questions (FAQs) for Wealth Advisor (Internship - Jan 2026) Role at Finary
What responsibilities does the Wealth Advisor internship at Finary entail?

As a Wealth Advisor intern at Finary, you will assist our Advisory team with tasks such as portfolio analysis, drafting wealth reports and investment proposals, and following up with clients for subscription management. You will also create engaging content for our YouTube channels. This role provides a unique opportunity to learn key aspects of wealth management while making a significant impact in our clients' lives.

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What qualifications do I need to apply for the Wealth Advisor internship at Finary?

To qualify for the Wealth Advisor internship at Finary, candidates should be students from top business or engineering schools with a specialization in finance or wealth management. Experience in startups, banking, or consulting is a plus. Strong commercial acumen, excellent communication skills, and a genuine interest in wealth management will make you an ideal fit.

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How does the Wealth Advisory team at Finary approach wealth management?

At Finary, our Wealth Advisory team leverages innovative technology, including AI, to offer personalized and ethical advice to clients. We believe in reinventing traditional wealth management by putting technology to work for our clients, ensuring they receive transparent and unbiased advice that empowers them to achieve their financial goals.

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What can I expect from the working environment as a Wealth Advisor intern at Finary?

Working as a Wealth Advisor intern at Finary means joining a high-energy environment filled with top performers. You can expect a culture that promotes learning, growth, and collaboration. With the flexibility of hybrid remote work, team gatherings every six weeks, and a competitive compensation package, you’ll have all the resources you need to thrive.

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What is the duration and start date for the Wealth Advisor internship at Finary?

The Wealth Advisor internship at Finary is set to start in January 2026 and will last for six months. This duration offers ample time to immerse yourself in the wealth management landscape while contributing to impactful client services.

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Common Interview Questions for Wealth Advisor (Internship - Jan 2026)
Can you explain your understanding of wealth management and why it's important?

Wealth management is a comprehensive approach to managing an individual’s financial life, including investments, estate planning, and tax strategies. It's important because it helps clients make informed decisions that align with their financial goals and ensure security and sustainability for their future.

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What drew you to apply for the Wealth Advisor internship at Finary?

I am deeply drawn to Finary’s mission of transforming wealth management through technology. The opportunity to work with a passionate team in a fast-paced environment where I can contribute to meaningful client success aligns perfectly with my career aspirations and values.

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How do you define great customer service in financial advisory?

Great customer service in financial advisory is defined by understanding client needs, providing personalized solutions, and maintaining transparency. It involves building trusting relationships and ensuring clients feel valued and informed throughout their financial journey.

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Describe a time when you took initiative to solve a problem.

In a previous role, I identified an inefficiency in our report generation process. I researched and proposed a template that streamlined the workflow, saving the team hours of work each week and improving overall efficiency.

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What role does technology play in modern wealth management?

Technology plays a crucial role in modern wealth management by enhancing data analysis, improving efficiency, and enabling personalized client experiences. Tools like AI can analyze market trends and customer preferences, allowing advisors to provide more tailored advice and strategies.

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How do you keep yourself updated with trends in the finance industry?

I actively engage with finance news through blogs, podcasts, and webinars. Additionally, I follow industry leaders on social media and participate in relevant online forums to discuss ongoing trends and share insights with my peers.

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What skills do you believe are essential for a Wealth Advisor?

Essential skills for a Wealth Advisor include strong analytical abilities, excellent communication skills, interpersonal skills, and a deep understanding of financial products and markets. The ability to build relationships and trust with clients is also vital.

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How would you handle a difficult client or situation?

I believe in addressing difficult situations with empathy and active listening. I would work to understand the client’s concerns, validate their feelings, and seek to find a solution that aligns with their needs and expectations.

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Can you share your investment philosophy?

My investment philosophy centers around long-term growth through diversified strategies. I believe in aligning investments with personal values and financial goals while continuously educating myself to adapt to changing market conditions.

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What do you hope to learn during your internship as a Wealth Advisor at Finary?

I hope to gain hands-on experience in wealth management practices, develop my analytical skills, and learn how technology can enhance customer interactions. I aim to integrate my educational knowledge with practical application for real-world impact.

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Unlock your biggest future thanks to our App. Track, plan, invest and learn from others on Finary.

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Internship, hybrid
DATE POSTED
April 3, 2025

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