Wealth Engineering Intern (July 2027)

What is Finary?

Our mission is to transform the way money can work for you. We are building the one-stop-shop for investing, where you can track your wealth, manage your budget, invest, and learn, to empower investors. Mounir launched Finary in 2021, and we have since surpassed the one million user mark. We deliver cutting-edge products, with those little touches that make a difference, and we place great importance on user experience, performance, and simplicity of use.

Why Now?

A new generation of investors is emerging: ambitious and engaged. Money is no longer taboo, and the pension system is under enormous pressure. We envision a world where investing allows everyone to live the life they have always dreamed of. To carry this ambition, we raised €25 million in Series B in September 2025, backed by PayPal Ventures, Hedosophia, Y Combinator, and Speedinvest, alongside world-class founders and operators such as Steve Anavi and Alexandre Prot (Qonto), Matthieu Rouif (Photoroom), Eric Demuth (Bitpanda), Axel Weber (former Chairman of UBS), and Harsh Sinha (CTO of Wise). And since July 2026, we have been one of the very few French players to hold both an Investment Firm authorization and a MiCA authorization, issued by the AMF. There has never been a more exciting time to join us.

What We Offer

We recruit individuals who raise the team's bar: A-players who are as kind as they are demanding. We move fast, aim high, and consider ownership a given. Our culture is direct, transparent, and based on the principles of radical candor and lean management. This environment is suited for individuals who enjoy pushing their limits every day.

We are convinced that AI mastery is the most important skill of the coming decade, and it is a real requirement here, not just a buzzword. At Finary, everyone has rethought their way of working around AI. It's the first reflex, not an ancillary experiment.

To learn more about our values: About Finary

What Awaits You

• An Ultra-High-Performing Team: Work with A-players in every field, in an environment that challenges you and helps you grow fast.

• Ownership from Day One: Freedom, responsibility, and trust.

• Impact That Matters: Build a product that helps people take control of their financial future.

• A Hybrid Model: Teammates across France and Europe, who meet in person in Paris four times a year.

About Finary One

The Finary One offering supports its clients with their most complex wealth management challenges (protection, inheritance, structuring, taxation) with an independent, rigorous, and client-needs-centric approach, and in synergy with their legal advisors.

We are looking for a Wealth Engineering Intern (6 months, starting July 2027) to work on three key areas: client file management, legal and tax monitoring, and the design of next-gen wealth management tools.

Missions

Wealth Engineering & Client Management

• Assist with client file management: preparation and participation in meetings; ongoing client file tracking

• Contribute to the creation of client deliverables in any format: emails, PowerPoint/Google Slides, simulators; within the scope of discussion summaries, technical memos, global wealth analyses, etc.

Legal & Tax Monitoring & Training

• Contribute to internal legal and tax monitoring (Monthly meetings; finance laws, etc.)

• Contribute to the “Newsletter - Wealth Engineering” for Finary One clients

• Contribute to the creation of various presentation materials: client documentation, thematic fact sheets, educational guides, etc.

Product & Innovation

• Contribute to the design of next-gen wealth management tools: simulators, wealth diagnostics, analysis and recommendation engines

• Contribute to the writing of scripts for videos/podcasts/articles on wealth engineering topics

• Relay field needs to product and tech teams to continuously improve tools

• Participate in the integration of AI into wealth engineering processes

Why Join Us?

• Join a Leading Player: Become part of one of the main digital wealth management players in France, positioned to become the industry benchmark.

• Build, Not Just Execute: Participate in the creation and development of a wealth engineering service from its foundations, with a genuine structuring role.

• Modern Tools and AI: Work daily with cutting-edge technological tools, particularly those based on artificial intelligence.

• Combine Law, Taxation, Finance, and Tech: Evolve at the unique intersection of law, taxation, and technology, a rare and highly valued expertise in the market.

• Affluent and Stimulating Clientele: Handle wealth engineering matters for profiles you won't find elsewhere: company founders and executives, investors, tech managers, crypto-natives, influencers, liberal professions, etc.

• Career Acceleration: Accelerated training within a fast-growing, human-sized company; variety of missions, cross-functional subjects, and rapid responsibilities.

• Direct Product Impact: Actively contribute to shaping the development of Finary One.

• Visibility and Community: Benefit from Finary's audience and reputation among hundreds of thousands of personal finance enthusiasts.

Profile Sought

• Law student undertaking a mandatory internship (PPI) or a Master 2 student in law applied to wealth management

Recruitment Process

• Romain (Wealth Planner) will contact you by phone to get to know you and understand your motivations for the role. We will then invite you to meet us for a practical simulation followed by a discussion with Marine, General Manager Finary One.

Our Interviews
Interviews are conducted in French for French-speaking candidates. As an international company, we expect a good level of English, which we assess during the first interview.

Compensation: €1.5K – €1.8K per month • Multiple Ranges

• Intern M1 - monthly allowance • Intern M1 - monthly allowance €1.5K per month
• Intern M2 - monthly allowance • Intern M1 - monthly allowance €1.8K per month

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