Program Overview
We are seeking motivated and curious Interns to join our one-year internship program designed to provide a deep, hands-on understanding of the wealth management industry. This immersive program allows interns to rotate through key functions, including Wealth Management Operations & Back Office, Asset Management & Portfolio Management, and Finance/Accounting, to gain broad exposure to how a growing wealth management firm operates, supports clients, and scales its business.
Throughout the program, interns will work alongside experienced professionals, learn and follow documented SOPs, contribute to meaningful projects, and receive mentorship to support both professional growth and career exploration.
Each rotation focuses on:
• Hands-on, real-world work
• Understanding and applying SOPs and processes
• Project-based learning tied to firm growth and scalability
• Mentorship and regular feedback
What We Do
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).
