Remote Finance Intern & Apprenticeship | Apply on SurveyMonkey!

Job Description

Copy & paste this URL to apply: https://www.surveymonkey.com/r/playfairplanning

Program Name: Explorers & Trailblazers Program

Are you a quick-thinking self-starter with a passion for the financial industry and values-based investment solutions? Do you want to customize your assignments to build your skills? Are you comfortable tackling assignments that you have never done before? We are seeking critical thinkers who can work independently and thrive in a small business environment, we will help you strengthen your communication skills and increase your self-awareness. You will become more marketable by delivering world-class service to our clients.

Potential responsibilities may include:

• 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 projects
• Document all technical procedures and user guides
  
  

Qualifications:

• Commit 250 Hour Minimum (we are flexible with schedules)
• Ability to prioritize
• Be proactive and curious
• Deadline and detail-oriented
• Ability to work virtually and be tech-savvy
• Strong sense of self-awareness and responsibility
• A track record of results
• A passion for people
  
  

Company Description

Playfair Planning Services believes every client deserves a plan tailored to their lifestyle, financial situation, and long-term goals. As a boutique financial planning company, we’re on a mission to guide people along their financial journey and align financial decisions with their most important goals and deeply held values. We envision an America where everyone enjoys financial security and families are not torn apart because of money worries.

Playfair Planning Services believes every client deserves a plan tailored to their lifestyle, financial situation, and long-term goals. As a boutique financial planning company, we’re on a mission to guide people along their financial journey and align financial decisions with their most important goals and deeply held values. We envision an America where everyone enjoys financial security and families are not torn apart because of money worries.