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

Employment type
Internship

Work arrangement
No