Financial Planning Intern: Data Entry & CRM/eMoney

Diversify, Inc.; Sandy, Northern (UT, KY); Hybrid; USD 16,000 - 17,000; Part time

Job summary

Diversify, Inc. offers a short-term, project-based internship for Financial Planning students to transfer and organize client data between our CRM and eMoney.

The role supports a defined internal project and involves hands-on work alongside CFP® professionals, Paraplanners, and Associate Advisors who maintain client portfolio reviews. Initial onboarding is on-site; after training, remote work is possible with strict security and data compliance.

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.

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.

Skills

Attention to detail

Data entry accuracy

Financial planning concepts

Communication skills

Independent work

Education

Finance student

Course: Technological Applications in Personal Financial Planning

Tools

eMoney

CRM systems

Job description

Diversify, Inc. offers a short-term, project-based internship for Financial Planning students to transfer and organize client data between our CRM and eMoney.

The role supports a defined internal project and involves hands-on work alongside CFP® professionals, Paraplanners, and Associate Advisors who maintain client portfolio reviews. Initial onboarding is on-site; after training, remote work is possible with strict security and data compliance.