Join Us
We are your Plan B
One Wealth Legacy Advisory is a financial and estate planning advisory firm founded in 2016 by a group of professional financial planners. With the motto of “We Are Your Plan B”, we aim to provide our clients with the best solutions that not only address their risks and contingencies, but also assist them in achieving their life and business goals.
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Why Financial Planning?
In a world where the importance of financial and estate planning has grown immensely and continues to grow, this industry offers a meaningful and rewarding path. With more individuals seeking financial security and legacy planning, professionals in this field have the advantage of consistent demand for their expertise. Besides that, the earning potential is significant, rewarding those who are dedicated and driven. At the same time, this industry allows for flexible working hours, promoting a better work-life balance. The opportunities to achieve continuous learning and maintain meaningful client relationships also foster personal and professional growth.
This industry offers a path to life fulfilment, allowing you to make contributions to society by helping others secure their future and protect their loved ones. Other than that, the financial planning industry supports a fulfilled lifestyle where you can build deep, trusted relationships and observe the impact of your work. The flexible schedule of such a lifestyle also provides you with the freedom to explore new ideas, meet new people, and dive into new experiences.
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What Positions are Available?
Junior Planner
focus on mastering fundamental sales and service skills
gain in-depth product knowledge, engage in joint field activities with mentors, and build client relationships
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Senior Planner / Manager
focus on advanced client solutions, team supervision, and enhancing personal strengths
strengthen your expertise and develop management skills
Trainer / Team Leader
focus on screening and selecting suitable team members, coaching them, and ensuring they meet professional standards
essential for building a strong, capable team and preparing for higher leadership responsibilities
Coach / Senior Management
focus on building and maintaining operational efficiency, guiding multiple teams, and providing strategic coaching
develop organizational leadership skills, empower team leaders, and ensure sustainable business growth
Partner / Advisor
the strategic vision and spirit of the organization
define growth strategies, inspire the broader team, and represent the company’s legacy
a key decision-maker and thought leader who ensures that the organization’s mission and values are upheld and advanced
