Financial & Annuity Planning Intern

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

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