We are seeking motivated individuals to join us as an Estate Planning Consultant to help clients plan and protect their wealth, assets, and legacy for future generations.

Job Responsibilities:

• Meet and engage with clients to understand their financial and estate planning needs.
• Provide guidance on wealth preservation, legacy planning, and asset distribution solutions.
• Build and maintain long-term relationships with clients through professional advisory support.
• Conduct client presentations, reviews, and consultations.
• Work closely with internal specialists and partners to provide holistic planning solutions.
• Continuously upgrade industry knowledge and stay updated with market and regulatory developments.
• Participate in training, mentorship, and professional development programs.

Job Requirements:

• Minimum Diploma in any discipline.
• Mid‑career switchers are ...