Financial Planning Intern — Part-Time, Mentorship & Growth

Family Legacy Financial Solutions, LLC; Cary (NC); On-site; USD 22,000 - 25,000; Part time

Job summary

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.

Responsibilities

• 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).

Skills

Detail-oriented

Strong written communication

Client-facing professionalism

Trustworthy with confidential data

Education

Pursuing degree in financial planning/finance/accounting

Job description

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.