Financial Planning Internship - Kickstart Your Career

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

Job summary

Family Legacy Financial Solutions, LLC is seeking a part-time intern to support operations and financial planning. This hands-on role offers exposure to client data accuracy and the inner workings of a client-first advisory practice through shadowing opportunities.

Ideal for a senior-level student pursuing financial planning, CFP Board–registered coursework, or related fields. The internship can transition to a full-time Member Experience Advisor after graduation (May/June 2027).

Qualifications

• Senior-level student pursuing financial planning, finance, or related field.
• CFP Board–registered coursework a plus.
• Willing to commit to Summer 2027 full-time search.

Responsibilities

• Audit client records and CRM data for accuracy.
• Assist in organizing documents following filing standards.
• Provide backup phone coverage as needed.

Skills

Attention to detail

Strong written communication

Professionalism

Confidentiality

Education

Pursuing degree in financial planning/finance/accounting (CFP Board–registered program a plus)

Tools

Wealthbox CRM

Microsoft Office

Job description

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

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

Application Requirements: Resume & Cover Letter 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 (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.

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.

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