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Manages compliance activities for independent financial-services member offices, including correspondence and advertising reviews, regulatory reporting, brokerage account oversight, compliance testing, branch examinations, written supervisory manual updates, and risk-based reviews. Responds to inquiries, supports regulatory exams, tracks deficiencies, recommends enhancements, and provides training. Requires securities registrations and a life insurance license, with occasional travel up to 20%.

Provides office administration and client account servicing for a financial advisory firm. Responsibilities include greeting visitors, managing calls and supplies, maintaining account documentation, auditing client records, monitoring caseloads and profit-and-loss reports, supporting employee benefits clients, and assisting with open enrollment. The role requires knowledge of group medical benefits, strong organization, client communication, and a Life and Health license or willingness to obtain one within 90 days.

Develop life insurance opportunities from policy reviews and existing client relationships. Engage clients, affiliated advisors, and institutional partners; identify planning gaps, lapse risks, conversions, and replacement opportunities. Run policy illustrations, prepare presentations, coordinate cases through underwriting and placement, and maintain accurate CRM pipeline records. The role also helps build outreach workflows for Valmark’s expanding in-force insurance practice.

Supports senior financial and annuity planners with plan development, case design, implementation, research, proposals, information gathering, and advisor- and client-facing materials. Develops knowledge of retirement, estate, accumulation, investment, insurance, and annuity planning while assisting financial professionals with ongoing workflows and servicing needs.

Supports marketing, communications, and business development initiatives through HubSpot data management, lead organization, email campaigns, engagement tracking, reporting, data analysis, content updates, proofreading, and coordination of creative projects. The intern maintains accurate records, segments audiences, researches prospects, and contributes to campaign and recruiting insights while working onsite and collaborating with internal and external partners.

Supports commissions-related financial operations, including maintaining agent and account data, updating representative codes, reconciling third-party money manager accounts, researching payment discrepancies, verifying account statuses, and contributing to process-improvement projects. The intern collaborates with internal teams and external vendors while gaining experience with financial systems, workflows, and commission processing.

Supports financial planners with client onboarding, financial data entry, planning software updates, meeting preparation, document organization, CRM and task management updates, client requests, billing follow-up, and basic financial research. The role includes structured training, mentorship, and development toward a paraplanner or advisor position.

Manage more than 100 life insurance cases from submission through payment, coordinating medical requirements, status updates, underwriting issues, and carrier communications. Serve as a subject-matter expert and advocate for member offices and clients, resolve complex cases, support process improvements, promote initiatives, train new hires, build relationships, and assist with new business projects.

Supports life insurance case design, research, and education for financial advisors and clients. Builds insurance quotes and custom analyses using planning software, prepares client-facing marketing materials and reports, conducts data analysis, and researches product information. Collaborates with internal teams and contacts at insurance companies while developing industry knowledge and professional skills.

Supports financial advisors and investment advisory teams with new account setup, account maintenance, asset transfers, money movements, custodial report review, issue resolution, research, and follow-up. The intern documents CRM activity, uses financial-services platforms, assists with regulatory and operational workflows, and develops client service, troubleshooting, and organizational skills under team guidance.