Part-Time Financial Planning Intern: Hands-On Experience

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

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).