Explorers & Trailblazers Program (https://www.surveymonkey.com/r/playfairplanning) [Finance & more]
Compensation includes a completion and goal-based scholarship grant with the potential to earn $550–1000, sponsorship for a Toastmasters International Club, potential college credits, a customized recommendation letter, and attendance at webinars, seminars, or conferences hosted by educational partners such as Invesco, MetLife, and John Hancock.
About the role
You will be challenged to meet the needs of a fast-growing small business while working virtually. The Playfair Experience includes versatile assignments, career exploration, and professional development opportunities. You will be exposed to cash flow and debt management, investment management, tax planning and preparation, retirement planning, special situations planning, and legacy, estate, and heritage planning.
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