Apply here: https://www.surveymonkey.com/r/playfairplanning
Compensation:
• Completion & goal stipend: potential to earn $550-1000
• Potential college credits
• Customized recommendation letter
• Attendance to webinars, seminars, or conferences hosted by Educational Partners, such as Invesco, Met Life, John Hancock, etc.
• Sponsorship for Toastmasters International
You will be challenged to meet the needs of a fast-growing small business while working virtually. The Playfair Experience will include a multitude of 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.
Potential responsibilities may include:
• 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
