Sandy Interns

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

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