Paraplanner Internship (Financial Planning Project)

About the role

Diversify is offering a short‑term, project‑based internship for students who have completed the Technological Applications in Personal Financial Planning course. The role supports a defined internal project that transfers and organizes client data between the firm’s CRM database and eMoney. Interns will work alongside CFP® professionals, paraplanners and associate advisors.

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.

Required profile

• 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.
• Ability to follow structured processes and meet project deadlines.

Required skills

• eMoney
• CRM systems
• Financial technology platforms

What we offer

• 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.