Estate Planner Jobs

Hello candidates

My name is Monaliza, Recruiting Manager at MyLegacy.id

We are looking to hire ambitious minimum 3-5 years experienced employees or self employee whose current job as a lawyer/notary/accountant/auditor/real estate agent/banking and finance/insurance agent who are in search of opportunity for full time/part time career (second career) to be our Associate Estate Planner

With us, you’ll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it — we want you to grow and make a difference in your life impact. We value what makes you unique so that you have an opportunity to shine.

Job Responsibilities as Associate Estate Planner :

• Ensure compliance with estate planning regulations and ethical standards while adhering to the highest levels of professionalism.
• Collaborate with legal and financial professionals, including attorneys and accountants, to ensure a holistic approach to estate planning for clients.
• Identify opportunities for tax-efficient estate planning and wealth transfer strategies, considering current laws and regulations.
• Maintain up-to-date knowledge of relevant laws, regulations, and market trends to provide the best possible advice to clients.
• Develop comprehensive estate plans for clients based on their financial goals and needs, conducting in-depth analyses of their assets, liabilities, and tax situations.
• Build and maintain strong, long-term relationships with clients, delivering exceptional customer service and tailored estate planning solutions.
• Provide clear and well-informed advice to clients on matters related to wills, estates, and other legal aspects of estate planning.

Qualifications and Requirements:

• Strong analytical and financial planning skills, with the ability to communicate complex financial concepts clearly to clients.
• Demonstrated commitment to high ethical standards and professionalism in delivering advice to clients.
• Motivated to achieve sales targets and able to work independently or as part of a team.
• Bachelor's degree in finance / accounting/ law / business management / psychology or a related field.
• Additional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are considered a plus.
• Have experience as an Estate Planner / Financial Planner / Real Estate Agent / Insurance Agent / Lawyer / Notary / Banker or in a related financial planning role for at least 3 years.

We prefer for associate estate planner candidates who lives in Jabodetabek area

send your cv to : [email protected]

more info please check : www.mylegacy.id

Come build your future, while being the reason millions of people find a brighter financial future with our program