Finance & Annuity Planning Intern — Hands-on Case Design

Valmark Financial Group; Akron (OH); On-site; USD 23,000 - 32,000; Full time

Job summary

Valmark Financial Group seeks an Intern to support the Financial Planning and Annuity Planning Teams with day-to-day workflows, including plan development, case design, implementation, and research. The role may focus on financial planning, annuity planning, or both, supporting advisors and nationwide professionals.

You will develop expertise in Valmark's planning processes, assist onsite and remote teams, and contribute to material updates while learning our investment philosophy and products.

Qualifications

• 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/week spring/fall; 30-40 hours/week summer

Responsibilities

• Develop mastery of Valmark's financial planning and annuity planning processes.
• Establish knowledge of accumulation, retirement, and estate planning.
• Understand ETFs, mutual funds, life insurance, and annuities.
• Assist with initial plan development, implementation, recommendations, revisions, and reviews.
• Gather information from carriers, clients, and internal sources.
• Prepare investment management/annuity proposals to support case design.
• Update advisor-facing and client-facing materials.
• Assist with research in a changing environment.

Skills

Curious

Open to feedback

Optimistic attitude

Teamwork

Problem solving

Creative thinking

Communication

Relationship building

Education

Business Administration/Finance student

Job description

Valmark Financial Group seeks an Intern to support the Financial Planning and Annuity Planning Teams with day-to-day workflows, including plan development, case design, implementation, and research. The role may focus on financial planning, annuity planning, or both, supporting advisors and nationwide professionals.

You will develop expertise in Valmark's planning processes, assist onsite and remote teams, and contribute to material updates while learning our investment philosophy and products.