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Financial & Annuity Planning Intern

Valmark Financial Group
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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.

At Valmark, our people are the foundation of our long-term success, and the number one reason employees say they love working here. We foster a collaborative, supportive environment where team members encourage one another to succeed and genuinely strive to serve our advisors and clients. This commitment to the Golden Rule is at the heart of our culture. We invest in our people through professional development opportunities, meaningful work, and flexibility that supports a healthy work-life balance. Our entrepreneurial spirit encourages innovation and fresh thinking, while our leadership team is transparent, collaborative, and focused on long-term success. These values have earned us recognition as a Top Workplace in Northeast Ohio every year since 2020.

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