Sandy Interns
Diversify
Financial Planning Internship
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.
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
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
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
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
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
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