Internship Opportunity

Our team believe in Financial Planning and we have develop model vastly different from anything else that is out there as we have the ability to do planning from Risk Management, Wealth Accumulation, Wealth Preservation to Wealth Distribution. We also specialize in Business Succession Planning. We are an organization that started in 2004 and is rapidly growing. Our Financial Consultants develop their own practices, supported by highly competent staff and our network of specialists who provide expertise in all product areas. The focus of our firm is the financial planning process itself. Also, all of our consultants are in the process of licensing themselves either CFP License or CHFC License.

Duties involves: Client Portfolio Analysis, Working with Financial Consultant, Marketing, Operations, and administrative staff. Participation in Weekly Sales Builder, Sales Training, Canvassing Activities, Phone Call Activities and Case study meetings.

Send your resumes by email with an attached word file to enquiry@estatelegacy.com.sg This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Academic Internship

We are looking for individual who just want to spend quality time during their school holiday to gain academic experience of our industry and to gain insight experience of Financial Planning.

Private Internship

We are looking for an enthusiastic candidate who is planning to go into the field of personal financial planning after graduation and is also planning on sitting for the CFP Board exam. This is a great chance to get yourself in the door and familiar with comprehensive financial planning.