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Lead Wealth Advisor at Finary — Paris

F

Lead Wealth Advisor

FinaryWealth Management company

Paris·Lead

PayPal Ventures

Y

Y Combinator

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Speedinvest

Kima Ventures

LocalGlobe

Hedosophia

Sales & Account Management

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About the role

TL;DR

Lead Wealth Advisor role involves converting existing demand and developing new opportunities.

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Required skills

CommunicationTeam BuildingProblem SolvingAnalytical ThinkingCritical ThinkingSalesBusiness Development

Domain expertise

fintech

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Details

Level: Lead
Work type: onsite
Posted: 2026-05-31

Company snapshot

Wealth Management company

A wealth management platform that allows users to track and manage all their assets and investments in one place.

Category: Wealth Management
Stage: Series B
Employees: 70
HQ: Paris, France
Founded: 2020
Funding: $44M

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