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Remote Internship — Operations, Marketing & Client Experience

Remote · Mexico Full-time

Apply here: https://www.surveymonkey.com/r/playfairplanning You will not shadow anyone or sit on mute. Over roughly 250 hours, you will collect six stamps in the Playfair Passport, and each one changes how you work for the rest of your career: Own your calendar. Run your own tasks, priorities, and time the way professionals actually do. Get in the room. Represent Playfair at real business events, not simulations. Document how it works. Map ten firm processes and leave the place better built than you found it. Practice kindness deliberately. Ten acts, tracked, because how you treat people is part of the work. Ship your ideas. Bring us something worth doing, and we will implement it. Move the number. Contribute to a real team revenue goal with real stakes. This is an apprenticeship in mastering yourself, not memorizing a discipline. Most of what you learn here has nothing to do with finance and everything to do with who you become when nobody is checking on you. You do not need a finance background. Pick the track that fits you: Administrative Systems & Business Support · Human Resources & Culture · Operations & Workflow Design · Legacy, Law & Real Assets · Client Financial Strategy & Experience · Marketing, Education & Events · Investment Research & Portfolio Design · Tax Strategy & Planning · Credential COMPASS Residency What you leave with: ten documented processes the firm still uses, two professional events you worked, relationships you built yourself, an idea of yours running in production, and a recommendation letter from a CPA, CFP®, CPWA® who watched you do all of it. The details Remote, with a flexible schedule you set yourself Unpaid base with a scholarship stipend of at least $1,000 at completion, plus incentives you earn per goal Potential college credit Seats at webinars and conferences hosted by our educational partners, including Invesco, MetLife, and John Hancock Who thrives here: self-starters with a record of academic excellence who don't need permission to begin. To apply: https://www.surveymonkey.com/r/playfairplanning. Seventeen questions, about 25 minutes, one sitting. Only complete applications move forward. Open to applicants residing in the United States. A Social Security Number is required for FINRA registration.

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