Financial Planning and Operations Internship - Kickstart Your Career!

Family Legacy Financial Solutions, LLC; Cary (NC); Sur place; USD 22 000 - 25 000; Temps partiel

Résumé du poste

Family Legacy Financial Solutions, LLC invites a senior-level student to join as a part-time intern supporting operations and financial planning. You will gain hands-on experience with CRM data, document management, and shadowing client meetings to understand planning decisions.

You will be mentored by a dedicated team member, with potential path to full-time after graduation (Spring 2027). Confidentiality and background checks are required.

Qualifications

• Pursuing a degree in financial planning, finance, or related field.
• CFP Board-registered program a plus.
• Senior-level student seeking full-time employment by Summer 2027.

Responsabilités

• Audit household records in CRM for accuracy (titles, relationships, contact info).
• Scan and organize documents per filing standards.
• Shadow client meetings and participate in post-meeting discussions.
• Provide backup phone coverage as needed (not primary duty).

Connaissances

Detail-oriented

Strong written communication

Client-facing professionalism

Trustworthy with confidential data

Formation

Pursuing degree in financial planning/finance/accounting

Description du poste

Application Requirements: Resume & Cover Letter (submitted as PDF or equivalent) submitted through LinkedIn, applications without an attached cover letter will not be considered.

About the Role

Family Legacy is looking for a part-time intern to support our operations and financial planning teams. This is hands-on work at a client-first advisory firm; you'll help keep our client data accurate and get direct exposure to how financial planning actually happens through structured shadowing opportunities.

This role is well-suited to a senior level student pursuing a degree or CFP Board-registered coursework in financial planning, finance, or a related field. This internship presents an opportunity to transform to a full-time Member Experience Advisor after graduation of ideally Spring 2027, for the right candidate Summer 2027. By graduation, you'll know our systems and processes so you can hit the ground running.

Family Legacy requires a signed confidentiality agreement and background check prior to start. This role does not involve providing investment advice or recommendations to clients.

Schedule: Part-Time, 9:00 AM-5:00 PM, Ideally Three Days/Week during Spring 2027 semester.

What You'll Do

Operations support

• Audit household records in our CRM (Wealthbox) for accuracy — titles, member relationships, and contact information
• Scan and organize documents following our filing standards
• Reach out to tax clients

Financial planning exposure

• Shadow client meetings (with client consent), starting with meeting prep and advisor debriefs and progressing toward in-meeting observation as appropriate
• Participate in post-meeting discussions with advisors to understand the "why" behind planning decisions
• Rotate across multiple advisors to see different planning approaches and client situations
• Greet clients and visitors professionally
• Provide backup phone coverage as needed (not primary phone duty)

What We're Looking For

• Currently pursuing a degree in financial planning, finance, accounting, or a related field (CFP Board-registered program a plus)
• Senior level student who will be seeking full time employment by Summer 2027
• Comfortable with detail-oriented, checklist-driven work
• Strong written communication and professionalism in a client-facing environment
• Trustworthy with confidential client financial information
• No prior industry experience required; training provided

What You'll Gain

• Direct exposure to how an independent financial planning firm operates, from CRM data to client meetings
• Mentorship from a dedicated team member throughout the internship
• Real project ownership, not just clerical work
• Documented experience that may count toward CFP Board experience hours
• A strong reference and potential path to future opportunities with the firm

Compensation: $16-18/hour, based on experience