Note: The job is a remote job and is open to candidates in USA. Playfair Planning is a fast-growing small business offering a virtual professional development experience. The Explorers & Trailblazers Program involves versatile assignments across financial planning, operations, marketing, client service, research, tax planning, estate strategy, HR and culture, and AI and automation.
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
Skills
- Job Location: 1. United States
Benefits
- Completion & goal scholarship grant: potential to earn $550-1000
- 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.
- Working virtually
- Career exploration and professional development opportunities
Company Overview