Associate Wealth Advisor
Finary
About this role
An Associate Wealth Advisor at Finary One helps high-net-worth individuals make investment decisions and manage their financial goals. The role involves providing personalized financial advice, converting leads, and collaborating with internal teams to enhance client experience.
Skills
About Finary
finary.comFinary is a digital wealth management platform that allows users to track, optimize, and invest their capital across various asset classes, including stocks, cryptocurrencies, real estate, and savings accounts. The platform offers a user-friendly interface, enabling seamless connections to over 20,000 financial institutions, allowing users to manage their portfolios efficiently and securely. With features like automation for budget management and investment performance tracking, Finary caters to both personal and professional wealth management needs. The company is rapidly growing, with a community of over 650,000 users actively engaging with its services.
Recent company news
PayPal NewsroomPress Release: PayPal Ventures Leads Finary’s Series B Funding Round
Sep 22, 2025
The SaaS NewsFinary Raises €25 Million in Series B
Sep 18, 2025
FinTech GlobalWealth app Finary raises €25m in Series B led by PayPal
Sep 22, 2025
EU-StartupsFinary gets serious: Paris FinTech lands €25 million for AI-powered wealth tools and expand across Europe
Sep 18, 2025
Pulse 2.0Finary: €25 Million Series B Raised To Transform Wealth Management With AI
Sep 22, 2025
About Finary
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Finary.
Salary
$60k – $80k
per year
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