Sandy Interns

<p>Position Type</p>

<p>Short-term, project-based internship (3–6 months)</p>

<p>Hours &amp; Compensation</p>

<ul>

<li>Hours:&nbsp;Approximately 20 hours per week</li>

<li>Pay:&nbsp;$16.00 per hour</li>

</ul>

<p>Location</p>

<ul>

<li>Initial training:&nbsp;In-person, on-site&nbsp;at the Diversify office</li>

<li>Post-training:&nbsp;Remote work possible, provided all security protocols and client data compliance requirements are strictly followed</li>

</ul>

<p>Overview</p>

<p>Diversify is offering a short-term, project-based internship opportunity for Financial Planning students who have completed the&nbsp;Technological Applications in Personal Financial Planning&nbsp;course. This role is designed to support a defined internal project focused on transferring and organizing client data between our CRM database and eMoney.</p>

<p>This internship does&nbsp;not&nbsp;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.</p>

<p>Key Responsibilities</p>

<ul>

<li>Accurately enter and reconcile client data from the CRM system into eMoney</li>

<li>Review existing client information for completeness, consistency, and accuracy</li>

<li>Follow detailed workflows and documentation standards established by the advisory team</li>

<li>Collaborate with CFP® advisors, Paraplanners, and Associate Advisors supporting portfolio reviews</li>

<li>Maintain strict confidentiality and compliance when handling sensitive client information</li>

<li>Adhere to all firm security policies, especially when working remotely</li>

</ul>

<p>Required Qualifications</p>

<ul>

<li>Current Financial Planning student or recent graduate</li>

<li>Completion of the&nbsp;Technological Applications in Personal Financial Planning&nbsp;course</li>

<li>Strong attention to detail and accuracy in data entry</li>

<li>Basic familiarity with financial planning concepts and terminology</li>

<li>Comfortable working with financial technology platforms and databases</li>

<li>Ability to follow structured processes and meet project deadlines</li>

</ul>

<p>Preferred Skills</p>

<ul>

<li>Prior exposure to eMoney, CRM systems, or similar financial planning software</li>

<li>Strong organizational and time-management skills</li>

<li>Ability to work independently once trained</li>

<li>Clear communication skills and willingness to ask questions when clarification is needed</li>

</ul>

<p>Training &amp; Supervision</p>

<ul>

<li>Initial onboarding and training will be conducted&nbsp;on-site&nbsp;with Diversify team members</li>

<li>Ongoing guidance and project oversight will be provided throughout the internship</li>

<li>Remote work eligibility begins only after training is complete and proficiency is demonstrated</li>

</ul>

<p>Important Notes</p>

<ul>

<li>This is a&nbsp;project-specific internship&nbsp;scheduled to last approximately&nbsp;3–6 months</li>

<li>Completion of the project does&nbsp;not&nbsp;guarantee continued or permanent employment with Diversify</li>

<li>Interns are expected to maintain an utmost compliance-focused mindset at all times when handling client data</li>

</ul>

<p>What You’ll Gain</p>

<ul>

<li>Hands-on experience using eMoney in a real advisory firm setting</li>

<li>Exposure to real-world financial planning workflows and portfolio review preparation</li>

<li>Professional interaction with CFP® advisors and planning team members</li>

<li>Practical experience that complements academic financial planning coursework</li>

</ul>