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Financial Wealth Planner

Company

One Zenith

Location

makati, metro manila

Posted

June 06, 2026

Position Overview

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...

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