Part-Time Financial Planning Intern — 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 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.

Responsibilities

• 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.

Skills

Attention to detail

Written communication

Client-facing professionalism

Time management

Education

Pursuing degree in financial planning/finance

CFP Board–registered program a plus

Tools

Wealthbox CRM

Job description

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