Financial Planning Internship

Job Description

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

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

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* About the Role
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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.

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* What You'll Do
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* Operations support
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• 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

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* Financial planning exposure
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• 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

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* Front desk
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• Greet clients and visitors professionally
• Provide backup phone coverage as needed (not primary phone duty)

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* What We're Looking For
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• 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

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* What You'll Gain
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• 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