Position Type
Short-term, project-based internship (3–6 months)
Hours & Compensation
- Hours: Approximately 20 hours per week
- Pay: $16.00 per hour
Location
- Initial training: In-person, on-site at the Diversify office
- Post-training: Remote work possible, provided all security protocols and client data compliance requirements are strictly followed
Overview
Diversify is offering a short-term, project-based internship opportunity for Financial Planning students who have completed the Technological Applications in Personal Financial Planning course. This role is designed to support a defined internal project focused on transferring and organizing client data between our CRM database and eMoney.
This internship does not guarantee long-term or permanent employment with Diversify. However, it provides meaningful hands-on experience working alongside CFP® professionals, Paraplanners, and Associate Advisors who actively build and maintain client portfolio reviews within eMoney.
Key Responsibilities
- Accurately enter and reconcile client data from the CRM system into eMoney
- Review existing client information for completeness, consistency, and accuracy
- Follow detailed workflows and documentation standards established by the advisory team
- Collaborate with CFP® advisors, Paraplanners, and Associate Advisors supporting portfolio reviews
- Maintain strict confidentiality and compliance when handling sensitive client information
- Adhere to all firm security policies, especially when working remotely
Required Qualifications
- Current Financial Planning student or recent graduate
- Completion of the Technological Applications in Personal Financial Planning course
- Strong attention to detail and accuracy in data entry
- Basic familiarity with financial planning concepts and terminology
- Comfortable working with financial technology platforms and databases
- Ability to follow structured processes and meet project deadlines
Preferred Skills
- Prior exposure to eMoney, CRM systems, or similar financial planning software
- Strong organizational and time-management skills
- Ability to work independently once trained
- Clear communication skills and willingness to ask questions when clarification is needed
Training & Supervision
- Initial onboarding and training will be conducted on-site with Diversify team members
- Ongoing guidance and project oversight will be provided throughout the internship
- Remote work eligibility begins only after training is complete and proficiency is demonstrated
Important Notes
- This is a project-specific internship scheduled to last approximately 3–6 months
- Completion of the project does not guarantee continued or permanent employment with Diversify
- Interns are expected to maintain an utmost compliance-focused mindset at all times when handling client data
What You’ll Gain
- Hands-on experience using eMoney in a real advisory firm setting
- Exposure to real-world financial planning workflows and portfolio review preparation
- Professional interaction with CFP® advisors and planning team members
- Practical experience that complements academic financial planning coursework