Financial Planning Intern: Data Entry & CRM​/eMoney

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-siteat 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 doesnotguarantee 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-sitewith 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 aproject-specific internship scheduled to last approximately3–6 months
• Completion of the project doesnotguarantee 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