Diversify Advisor Network · 1 day ago
Financial Planning Intern
Sandy, Utah, United States
Internship
Onsite
InternDiversify Advisor Network is the future of wealth management, providing a collaborative environment for aspiring financial planners. The Financial Planning Intern role offers hands-on experience in financial planning processes, client interactions, and operational support, helping interns build a strong foundation for their careers.
FinanceInsuranceVenture Capital
Responsibilities
Help gather client information and complete data entry, modeling, and analysis for financial plans for both new and existing clients
Assist with research on financial planning topics as needed
Contribute to projects that strengthen and improve planning processes
Prepare materials for client planning meetings and assist with meeting notes as needed
Observe advisor-client interactions to learn effective planning practices
Qualification
Required
Currently enrolled in, or recently completed, a bachelor's degree program in financial planning, finance, economics, or a related field
Pursuing the Certified Financial Planner (CFP®) designation
Curious, motivated, and eager to learn from experienced professionals
Strong communicator with a professional, positive presence
Detail-oriented, organized, and able to manage multiple assignments
Comfortable using technology and learning new systems
Strong computer and technical skills
Basic knowledge of financial planning concepts from coursework
Strong analytical thinking and problem-solving skills
Proficiency with Microsoft Office tools (Word, Excel, PowerPoint)
A proactive, self-starter mindset with a willingness to ask questions and seek feedback
Preferred
Experience with eMoney Advisor, MoneyGuidePro, and RightCapital
Benefits
Hands-on training and mentorship from experienced financial professionals.
Exposure to financial planning tools, process, and workflows.
Opportunities to build professional relationships across the wealth management industry.
Ability to apply internship experience toward future CFP® certification requirements (as applicable).
Company
Diversify Advisor Network
Diversify Advisor Network is a national, full-service, independent registered investment advisor and broker-dealer.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan O. Smith
Co-Founder & Chief Executive Officer
Jordan Hammer
Vice President - Advisor Solutions
Recent News
2025-09-12
2025-06-04
Company data provided by crunchbase