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Finary One Wealth intern - January or July 2027 at Finary - ApplyBlast

Finary One Wealth intern - January or July 2027

Finary

3 months ago

Paris, France

Hybrid

Internship

Intern

1 applicant

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About this role

Finary is a wealth management startup aiming to empower a new generation of investors through AI-driven technology and a comprehensive investment platform. The company recently raised €25M in Series B funding and focuses on transforming how individuals track assets, manage budgets, and invest. This internship offers a 360-degree view of advisory, technology, operations, and prospect management within a high-performance team.

Responsibilities

Support daily activities of Wealth Advisors including client emails and meeting prep
Segment client database and qualify incoming leads
Assist in subscription processes and administrative follow-up
Draft investment proposals and asset management reports for prospects
Organize events for existing clients and leads within Club Finary

Skills

Qualifications

Degree in Business School, Engineering School, or equivalent UniversitySpecialization in Finance or Wealth Management

About Finary

finary.com

Headquarters

Paris, Île-De-France, France

Company Size

11-50 employees

Founded

2020

View Profile

Finary 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.