Playfair Planning · 4 days ago
Explorers & Trailblazers Program (https://www.surveymonkey.com/r/playfairplanning) [Finance & more]
United States
Internship
Remote
InternPlayfair Planning is a fast-growing small business that offers a unique internship program designed for career exploration and professional development. Interns will engage in versatile assignments across various domains including cash flow management, investment management, and tax planning while supporting the CEO on special projects.
AccountingAsset ManagementFinancial ServicesWealth Management
Responsibilities
Assist with project-based work across planning, operations, marketing, and client service
Document workflows and supporting internal communications
Participate in team meetings and present research or insights
Explore core internship tracks such as Client Experience, Investment Research, Tax Planning, Estate Strategy, Marketing, HR & Culture—with opportunities to support projects involving Learning Design and AI & Automation
Support the CEO’s special projects
Qualification
Required
Ability to work virtually
Willingness to meet the needs of a fast-growing small business
Interest in cash flow and debt management, investment management, tax planning and preparation, retirement planning, special situations planning, and legacy, estate and heritage planning
Ability to assist with project-based work across planning, operations, marketing, and client service
Capability to document workflows and support internal communications
Participation in team meetings and ability to present research or insights
Exploration of core internship tracks such as Client Experience, Investment Research, Tax Planning, Estate Strategy, Marketing, HR & Culture
Willingness to support projects involving Learning Design and AI & Automation
Ability to support the CEO's special projects
Benefits
Sponsorship for a Toastmasters International Club
Potential college credits
Customized recommendation letter
Attendance to webinars, seminars, or conferences hosted by Educational Partners, such as Invesco, Met Life, John Hancock, etc.
Company
Playfair Planning
Our team provides comprehensive strategies to individuals, families, and institutions planning to invest and preserve wealth.
Founded in 1996
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase