Financial Planning Internship

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

Résumé du poste

Family Legacy Financial Solutions, LLC is seeking a part-time intern to support operations and financial planning teams. This hands-on role emphasizes accuracy in client data and exposure to how financial planning happens through shadowing opportunities.

The ideal candidate is a senior-level student pursuing a degree in financial planning or related field (CFP Board–registered coursework). Confidentiality and background checks are required; may evolve to a full-time Member Experience Advisor

Qualifications

• Currently pursuing a degree in financial planning, finance, accounting, or related field.
• Senior-level student planning to seek full-time employment by Summer 2027.
• Detail-oriented and able to manage checklists.
• Strong written communication in a client-facing environment.

Responsabilités

• Audit household records in Wealthbox CRM for accuracy.
• Scan and organize documents following filing standards.
• Reach out to tax clients.
• Shadow client meetings with advisor debriefs.
• Participate in post-meeting discussions to understand planning decisions.
• Rotate across multiple advisors to see different approaches.
• Greet clients and visitors; provide backup phone coverage.

Connaissances

Attention to detail

Written communication

Client-facing professionalism

Time management

Formation

Pursuing degree in financial planning/finance

CFP Board–registered program a plus

Outils

Wealthbox CRM

Description du poste

Job Description

Job Description

** Schedule:** Part-Time, 9:00 AM–5:00 PM, Ideally Three Days/Week

** Compensation:** $16–18/hour, based on experience

** 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 (May/June 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.

** 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

** Front desk**

• 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
• Part-time availability
• 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