Intern

Legacy Planning

Base: $18ph; bonus/equity: not specified; benefits...
Flexible hours (18 hours/week during school; 20 hours/week during breaks)
Microsoft office proficiency including excel
Full-time wcu business student status
Minimum 3.0 gpa requirement
Legacy Planning, a division of Hub International Northeast, is seeking an intern to work alongside financial advisors, gaining exposure to advanced financial planning and investment management. The position offers flexible hours for students and a chance to develop skills in a fast-paced office environment

Job Summary

  • The internship offers valuable experience in advanced financial planning, investment management, and estate plan design.
  • Candidates must be full-time WCU students studying a business-related field with a minimum GPA of 3.0.
  • The role provides flexible hours to accommodate class schedules and includes exposure to finance research software.

Matching Summary

Match Score: 75

Legacy Planning, a division of Hub International Northeast, is seeking an intern to work alongside financial advisors, gaining exposure to advanced financial planning and investment management. The position offers flexible hours for students and a chance to develop skills in a fast-paced office environment.

Salary

Base: $18/hour; Bonus/Equity: Not specified; Benefits: Flexible hours

Skills & Requirements

Must-have

  • Microsoft Office proficiency including Excel
  • Full-time WCU business student status
  • Minimum 3.0 GPA requirement

Nice-to-have

  • Interest in advanced financial planning
  • Exposure to eMoney or Morningstar software
  • Ability to work in fast-paced environment

Key Requirements

  • Full-time enrollment at WCU
  • Business-related field of study
  • 18-20 hours weekly availability

Work Rights

Not specified

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