You are viewing a preview of this job. Log in or register to view more details about this job.

Valmark Service Center Intern

Valmark Financial Group
Email

Join Our Team!

At Valmark, people are the most critical component of our long-term success, and the number one reason our employees say they love working here. Our team fosters a culture where employees encourage one another to succeed and share a genuine desire to support our advisors and clients, embodying the Golden Rule at the core of everything we do.

We invest in our people by providing professional development opportunities and challenging them to reach new goals, while also supporting a healthy work-life balance. Our entrepreneurial spirit encourages new ideas and fresh thinking, making Valmark an engaging and exciting place to work. With a collaborative and transparent leadership team and a clear vision for the future, Valmark offers a rewarding and fulfilling career path.

We are proud to have been recognized as a Top Workplace in Northeast Ohio every year since 2020!

Job Summary:

The Service Center Team is seeking an intern to support senior planners with day-to-day workflows, including case implementation, servicing, and research for ongoing projects. The goal of the Service Center team is to be a resource desk for our outside RIA’s and a reliable third-party consulting team to assist advisors with their servicing needs. 

In this back-office role, you will develop expertise in the various aspects of Valmark's proprietary Service Center processes as well as awareness around general financial planning terminology. As a Service Center 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 Service Center processes 
  • Understand financial instruments such as ETFs, mutual funds, life insurance, and annuities
  • Provide support with initial plan implementation, recommendations, and reviews
  • Gather necessary information from various sources including insurance carriers, Valmark’s clients and internal sources
  • Prepare annuity proposals to support case design
  • Update current and creating new advisor-facing and client-facing material
  • Assist with Service Center 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