{"schemaVersion":"jobsearcher.job.v1","id":"7d504033210e9ceefa3c76a7","url":"https://jobsearcher.com/jobs/7d504033210e9ceefa3c76a7","canonicalUrl":"https://jobsearcher.com/jobs/7d504033210e9ceefa3c76a7","title":"Sandy Interns","description":"Position Type Short-term, project-based internship (3–6 months)\nHours & Compensation Hours: Approximately 20 hours per week\nPay: $16.00 per hour\nLocation Initial training: In-person, on-site at the Diversify office\nPost-training: Remote work possible, provided all security protocols and client data compliance requirements are strictly followed\nOverview 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.\nThis 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.\nKey Responsibilities Accurately enter and reconcile client data from the CRM system into eMoney\nReview existing client information for completeness, consistency, and accuracy\nFollow detailed workflows and documentation standards established by the advisory team\nCollaborate with CFP® advisors, Paraplanners, and Associate Advisors supporting portfolio reviews\nMaintain strict confidentiality and compliance when handling sensitive client information\nAdhere to all firm security policies, especially when working remotely\nRequired Qualifications Current Financial Planning student or recent graduate\nCompletion of the Technological Applications in Personal Financial Planning course\nStrong attention to detail and accuracy in data entry\nBasic familiarity with financial planning concepts and terminology\nComfortable working with financial technology platforms and databases\nAbility to follow structured processes and meet project deadlines\nPreferred Skills Prior exposure to eMoney, CRM systems, or similar financial planning software\nStrong organizational and time‑management skills\nAbility to work independently once trained\nClear communication skills and willingness to ask questions when clarification is needed\nTraining & Supervision Initial onboarding and training will be conducted on-site with Diversify team members\nOngoing guidance and project oversight will be provided throughout the internship\nRemote work eligibility begins only after training is complete and proficiency is demonstrated\nImportant Notes This is a project‑specific internship scheduled to last approximately 3–6 months\nCompletion of the project does not guarantee continued or permanent employment with Diversify\nInterns are expected to maintain an utmost compliance‑focused mindset at all times when handling client data\nWhat You’ll Gain Hands‑on experience using eMoney in a real advisory firm setting\nExposure to real‑world financial planning workflows and portfolio review preparation\nProfessional interaction with CFP® advisors and planning team members\nPractical experience that complements academic financial planning coursework\n\n#J-18808-Ljbffr","company":"Diversify","rawCompany":"diversify","city":"Alta","state":"UT","isRemote":false,"isActive":true,"createdAt":"2026-09-12T04:14:07.291Z","occupations":[{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"},{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"541690","title":"Other Scientific and Technical Consulting Services","slug":"other-scientific-and-technical-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Sandy Interns","description":"Position Type Short-term, project-based internship (3–6 months)\nHours & Compensation Hours: Approximately 20 hours per week\nPay: $16.00 per hour\nLocation Initial training: In-person, on-site at the Diversify office\nPost-training: Remote work possible, provided all security protocols and client data compliance requirements are strictly followed\nOverview 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.\nThis 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.\nKey Responsibilities Accurately enter and reconcile client data from the CRM system into eMoney\nReview existing client information for completeness, consistency, and accuracy\nFollow detailed workflows and documentation standards established by the advisory team\nCollaborate with CFP® advisors, Paraplanners, and Associate Advisors supporting portfolio reviews\nMaintain strict confidentiality and compliance when handling sensitive client information\nAdhere to all firm security policies, especially when working remotely\nRequired Qualifications Current Financial Planning student or recent graduate\nCompletion of the Technological Applications in Personal Financial Planning course\nStrong attention to detail and accuracy in data entry\nBasic familiarity with financial planning concepts and terminology\nComfortable working with financial technology platforms and databases\nAbility to follow structured processes and meet project deadlines\nPreferred Skills Prior exposure to eMoney, CRM systems, or similar financial planning software\nStrong organizational and time‑management skills\nAbility to work independently once trained\nClear communication skills and willingness to ask questions when clarification is needed\nTraining & Supervision Initial onboarding and training will be conducted on-site with Diversify team members\nOngoing guidance and project oversight will be provided throughout the internship\nRemote work eligibility begins only after training is complete and proficiency is demonstrated\nImportant Notes This is a project‑specific internship scheduled to last approximately 3–6 months\nCompletion of the project does not guarantee continued or permanent employment with Diversify\nInterns are expected to maintain an utmost compliance‑focused mindset at all times when handling client data\nWhat You’ll Gain Hands‑on experience using eMoney in a real advisory firm setting\nExposure to real‑world financial planning workflows and portfolio review preparation\nProfessional interaction with CFP® advisors and planning team members\nPractical experience that complements academic financial planning coursework\n\n#J-18808-Ljbffr","datePosted":"2026-09-12T04:14:07.291Z","dateModified":"2026-09-12T04:14:07.291Z","hiringOrganization":{"@type":"Organization","name":"Diversify","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Alta","addressRegion":"UT","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"7d504033210e9ceefa3c76a7"},"url":"https://jobsearcher.com/jobs/7d504033210e9ceefa3c76a7"}}