Our technical and administrative professionals and our interns are explorers and trailblazers who clear the path along our client’s financial journey. They are the essential resource in our service commitment to our clients. By maintaining a discipline of excellence, enthusiasm, empathy, effectiveness, and elegance, we nurture and maximize talent for each individual and our firm.
Rediscover Success at Work
Every team member makes progress toward a more fulfilling lifestyle while working at Playfair. We take the time to learn what’s important to each member of our team and plot their goals on their personal Success Road Map®. Work is challenging, meaningful, and enjoyable.
Apply for an internship at Playfair Planning Services. You’ll receive a customized experience. Whatever your circumstances and availability, you will find an opportunity that works with your schedule, passions, and interests.
Internship content, start, and end dates are customizable. Just like our clients, we recognize that each student is different. We seek to personalize a program that meets your strengths and natural work style without interfering with your academic schedule. This includes comprehensive training to ensure you will fit into our firm quickly. You will gain skills, network with other interns and senior managers, and build your understanding of the financial services industry.
Real-World Experience in Real Teams
At Playfair Planning Services, you’ll be integrated into a team and given a role with meaningful responsibility. You will benefit from educational events, presentations, meetings, and networking opportunities. Personal assessments and appraisals focus on your strengths and measure how you naturally do things. Training and mentorship include:
Additional Exposure Depending on the time of year that you intern, you may 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. You may interact with portfolio managers and industry leaders.
How We Will Reward You
You can expect a competitive results-based stipend, several benefits, and recognition for your achievements.
Virtual internships are available to students across the country.
Candidates applying for internships at Playfair Planning Services can be full time or part-time college students and graduates who:
Support for CPA and CFP® Candidates
During our year-long Trailblazer Program, our interns gain valuable experience that meets the criterion for both the CPA and CFP® designations.
Support for International Students After completing a two-year fellowship in the US, eligible Fellows are supported by connecting with and sponsoring employers.
Noe Vega Jr.
January - April 2020
Interning at Playfair is truly a unique experience. The program is geared towards the intern in the sense that all tasks are given to match their goals. There are endless opportunities to improve oneself professionally while interning at Playfair. The team has mastered the art of working in a virtual setting and it is easy to forget that at any given moment there may be hundreds of miles separating you from your team members! Everyone is willing to help and is genuinely interested in seeing interns better themselves through the program. After a very brief adjustment period I was able to grasp the software being used and become a contributing member of the team while also improving my communication skills. Playfair provides the perfect environment for you to build your skills while also learning about the financial services industry.
June - August 2020
My experience as an intern at Playfair has been amazing! I felt welcomed and part of the company from day one. The daily self-assessments provided a platform to reflect on my productivity, express my opinions, and see my growth through the welcome challenges that happened as the days and weeks went by. I strengthened my skills while adding value to this company! I also appreciate the positive culture that motivates me to continue to work hard even if I am having a rough day.
May - August 2020
This internship is a good way to get your feet wet in the world of finance. I enjoyed this whole new world. I was exposed to various resources I have never dreamed of using. Playfair helped me improve my communication skills and social activity to a point where it is second nature. These skills are transferable to any field you are studying and any path you wish to pursue. The team felt like a family with their support endearment. Everyone was on task, and my role was as important as any team member. Communication is a key aspect to Playfair, and they are masters at that.
September - November 2020
My internship with Playfair allowed me to directly engage in an intricate, high-level project with tax accounting experts and financial professionals. Playfair wants their interns to have an exceptional learning experience, and they take the time to plan around it. I was able to see the process from complex tax planning to amending tax returns, gaining an understanding of tax regulations and calculations, and not simply relying on automated calculations of the software. Plus, I expanded my network with the staff and industry experts. I felt like a valuable team member in my project – working on research and discussion materials used in client conversations. This internship opportunity will teach you new skills and show you the effectiveness of converging new alliances.
September - December 2020
My experience at Playfair was remarkably rewarding because it sharpened my financial understanding and allowed me to develop skills transferrable to other aspects of my life. I enjoyed how the internship was tailored to my professional interests and immersed me in extensive wealth management knowledge. The team supported my development, as work gradually became challenging throughout my internship and made my contribution impactful. In addition to the team, Playfair had a network of financial expertise and educational resources. Playfair's internship program surpassed my expectations and goals.
October - December 2020
I recommend applying to Playfair Planning Services because it is an incredible place to work. The culture highlights work-life balance, kindness, and hard work. The Apprenticeship Internship brilliantly balances education with opportunities with plenty of meetings to network with other staffers and industry experts in business development, like Money Languages. I reflected on my workflow daily through written documentation or meetings with the internship coordinator to build emotional intelligence. Various documents and reports taught me practical analysis & organizational skills. The multitude of responsibilities at Playfair emphasized challenging, but not menial, work.
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