Wealth Planner Intern

Join Finary One's wealth-planning team for a six-month internship starting in January or July 2027. Support client relationship management, legal and tax monitoring, client deliverables, and the design of next-generation wealth-planning tools.

Responsibilities

• Assist with client-file follow-up, meeting preparation, and participation.
• Prepare client deliverables including emails, presentations, simulators, summaries, technical memos, and wealth analyses.
• Contribute to internal legal and tax monitoring and the Finary One wealth-engineering newsletter.
• Create client documentation, thematic sheets, and educational guides.
• Help design wealth-planning simulators, diagnostics, analysis engines, and recommendation engines.
• Write scripts for videos, podcasts, and articles on wealth-engineering topics.
• Relay field needs to product and technology teams.
• Participate in integrating AI into wealth-engineering processes.

Requirements

• Law student completing a PPI internship or Master 2 student in law applied to wealth management.

Benefits

• Six-month internship starting in January or July 2027.
• Work with modern technology and AI tools.
• Exposure to legal, tax, finance, and technology topics.
• Work with a stimulating high-net-worth client base.
• Accelerated training, varied responsibilities, and direct product impact.