The Financial Planning and Annuity Planning Teams are currently seeking an intern to support senior planners with day-to-day workflows that include plan development, case design, implementation, and research for ongoing projects. Depending on business needs, this role may focus on financial planning, annuity planning, or a blend of both. The purpose of Valmark’s planning teams is to be an extension of our Member Offices, acting as a reliable partner to assist with their financial planning and annuity planning processes.
Job Summary:
The goal of our Financial Planning and Annuity Planning Teams is to be an extension of our Member Offices' individual on-site teams and/or a reliable 3rd party consulting team and resource desk for our outside RIAs, assisting advisors with their financial planning, annuity planning, and servicing needs. In this back-office role, you will develop expertise in the various aspects of Valmark's proprietary financial planning and annuity planning processes as well as general financial planning conversations and terminology. As a Financial Planning and/or Annuity Planning Intern, you will be responsible for assisting onsite and nationwide financial professionals with their day-to-day workflow.
Essential Functions and Responsibilities:
- Develop a mastery of Valmark’s financial planning and investment philosophy and annuity planning processes
- Establish a fundamental knowledge of accumulation planning, retirement planning, and estate planning
- Understand financial instruments such as ETFs, mutual funds, life insurance, and annuities
- Provide support with initial plan development and implementation, recommendations, and ongoing revisions and reviews
- Gather necessary information from various sources, including insurance carriers, Valmark’s clients, and internal sources
- Prepare investment management and/or annuity proposals to support case design
- Update current and create new advisor-facing and client-facing material
- Assist with financial planning and annuity planning research in a constantly changing environment
Related Qualities:
Our ideal candidate has the following qualities:
- Curious and eager to learn
- Open to constructive feedback
- Optimistic and positive attitude
- Ability to work on a team
- Problem solving skills
- Creative thinking skills
- Communication skills
- Relationship building skills
Requirements:
- Authorized to work in the United States without sponsorship
- Currently enrolled pursuing a degree in Business Administration, Finance, or a related field
- Availability to work onsite in Akron, OH:
- 16–24 hours per week during spring and fall semester
- 30–40 hours per week during summer months
Pay: $20 per hour
Skills Required
- Authorized to work in the United States without sponsorship
- Currently enrolled in a degree program in Business Administration, Finance, or a related field
- Available to work onsite in Akron, Ohio
- Available 16-24 hours per week during spring and fall semesters
- Available 30-40 hours per week during summer months
What We Do
Valmark Financial Group is a privately held financial-services organization serving independent financial professionals and member firms across the U.S. Its businesses combine full-service broker-dealer, registered investment-advisory, and insurance capabilities. It supports advisors with life, disability, and long-term-care insurance; securities and investment products; fee-based financial planning and portfolio-management solutions; policy management; and retirement-plan services, helping member firms deliver comprehensive financial and wealth-transfer services to their clients.
