Financial Planning Intern

Diversify • Sandy, UT

3d • Onsite

About The Position

The Financial Planning Intern role provides hands-on experience in a collaborative, advisor-focused environment. This internship is designed for individuals who are actively pursuing, or plan to pursue, the education and licensing required to become a Certified Financial Planner (CFP®).
Across six to nine months, interns gain exposure to real world financial planning processes, client experience workflows, and industry standard tools—building a strong foundation for launching a successful career in financial planning.
This role is designed for learners — candidates should have curiosity, professionalism, and a desire to grow. This is a part-time, in-office role stationed at our headquarters in Sandy, Utah.

Requirements

• 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.

Nice To Haves

• Prefer experience with eMoney Advisor, MoneyGuidePro, and RightCapital.

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.

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).

What This Job Offers

• Job Type: Part-time
• Career Level: Intern