Financial Advisor

Wealnest is a wealth management platform that helps users and professionals visualize, understand, and make better decisions about their wealth in a comprehensive way.

We are developing the Wealnest Marketplace, an international network of specialized advisors who will offer their services to platform users across different wealth, legal, and financial areas.

The opportunity

We are looking for advisors and specialized firms who want to be part of an international network of experts and grow their business through Wealnest.

By joining the Wealnest Marketplace, you will be able to access qualified clients , position your expertise within a growing wealth ecosystem, offer your services both in your home country and in other international markets , and support the international expansion of your activity while maintaining your professional independence.

Wealnest acts as a meeting point between users with real advisory needs and professionals who bring value to wealth-related decision-making.

Areas of specialization

• Wealth management and legal
• Personal and international taxation
• Wealth planning, inheritance and succession
• Family business governance and succession
• Corporate and commercial law
• Finance and assets
• Debt and loan restructuring
• Real estate advisory and structuring
• Insurance and protection
• Personal and wealth insurance
• Protection and long‑term planning
• Alternative assets
• Crypto assets and digital assets
• Art and collectible asset valuation

Profile sought

Independent advisors, specialized boutiques, or professional firms with proven experience in their field, a growth‑oriented mindset, interest in new markets, and a professional approach focused on delivering value to clients.

What Wealnest offers

Access to an international network of wealth advisors , visibility to users across multiple countries, real opportunities for growth and international expansion , and a digital infrastructure that facilitates client connections.

Process

Interested professionals may apply to join the Wealnest Marketplace. It is also possible to explore the platform by creating a free account.

#J-18808-Ljbffr