Financial Wealth Planner

One Zenith focuses on empowering individuals and families to achieve their financial goals through personalized wealth management strategies. With a commitment to excellence and client-focused solutions, One Zenith offers a wide array of financial planning and investment services. Our team of experts is dedicated to providing reliable advice and strategic insights to ensure long-term financial security for our clients. We prioritize innovation, integrity, and building lasting relationships to help clients navigate their financial journeys successfully.

Role Description

This is a part-time hybrid role for a Financial Wealth Planner based in Makati, with flexibility for some work-from-home arrangements. The Financial Wealth Planner will assess clients' financial situations, identify their goals, develop personalized plans, and provide recommendations on a variety of financial matters, including investments, insurance, and wealth preservation. The role i...