Explorers & Trailblazers Program (https://www.surveymonkey.com/r/playfairplanning) [Finance & more] @ Playfair Planning | Jobright.ai
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Explorers & Trailblazers Program (https://www.surveymonkey.com/r/playfairplanning) [Finance & more] jobs in United States
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Playfair Planning · 16 hours ago

Explorers & Trailblazers Program (https://www.surveymonkey.com/r/playfairplanning) [Finance & more]

positionUnited States
timeInternship
remoteRemote
seniorityIntern
ftfMaximize your interview chances
AccountingAsset Management

Insider Connection @Playfair Planning

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

In-depth financial markets and product training
Detailed marketing campaign
Document management and preparation of investment materials
Collaboration with team members to identify and implement client solutions
Participation in all stages of projects from scoping problem structure to analysis and presentation
Support for the CEO’s special seasonal projects

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Cash flow managementDebt managementInvestment managementTax planningTax preparationRetirement planningSpecial situations planningEstate planningHeritage planningFinancial markets trainingMarketing campaignsDocument managementInvestment materials preparationClient solutions implementationProject scopingProject analysisProject presentationCEO project supportVirtual work abilityVersatile assignments willingnessProfessional development interestTeam collaborationProject participation willingness

Required

Ability to work virtually in a fast-growing small business environment
Willingness to engage in versatile assignments and career exploration
Interest in professional development opportunities
Exposure to cash flow and debt management
Exposure to investment management
Exposure to tax planning and preparation
Exposure to retirement planning
Exposure to special situations planning
Exposure to legacy, estate and heritage planning
Ability to participate in in-depth financial markets and product training
Ability to contribute to detailed marketing campaigns
Skills in document management and preparation of investment materials
Ability to collaborate with team members to identify and implement client solutions
Willingness to participate in all stages of projects from scoping problem structure to analysis and presentation
Ability to support the CEO’s special seasonal projects

Benefits

Sponsorship for Toastmasters International
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

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Our team provides comprehensive strategies to individuals, families, and institutions planning to invest and preserve wealth.
dateFounded in 1996
location
Brooklyn, New York, USA
people-size2-10 employees
web-link
https://www.playfairplanning.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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Orion

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