Paraplanner Intern

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