Job Summary :
The Financial Planning Team's goal is to be an extension of our Member Offices' individual on-site teams and / or a reliable 3rd party consulting team to assist advisors with their financial planning needs.
In this back-office role, you will develop expertise in the various aspects of Valmark's proprietary financial planning processes as well as general financial planning conversations.
As a Financial 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
- 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, recommendations, and ongoing revisions
- Prepare investment management and annuity proposals to support case design
- Update current and creating new advisor-facing and client-facing material
- Assist with financial 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 :
Must be currently enrolled in college seeking a degree in Business Administration and / or Finance are preferred, but not required.
Must be available to commit 15-25 hours per week during the spring / fall semesters and 25-40 hours per week during the summer months.
Candidates should also be willing to obtain relevant industry licenses and professional designations, namely the CFP® marks, either during college or post-graduation.
Financial Planning Intern
The Financial Planning Team's goal is to be an extension of our Member Offices' individual on-site teams and/or a reliable 3rd party consulting team to assist advisors with their financial planning needs. In this back-office role, you will develop expertise in the various aspects of Valmark's propri...
Data Analyst
The Data Analyst will act as a Product Owner responsible for Data Ingestion activities and manage the prioritization of backlog items for the team. Experience with Data and Analytics teams who may be working on data consumption (dashboard / analytics) related activities. Experience with data visuali...
Travelling Project Manager
Are you an experienced Project Manager with a passion for construction and the agility to lead projects across various locations? Our client is seeking a Senior Project Managers based in Ohio or open to full time travel, who specializes in Data Center construction, offering an opportunity to manage ...
Senion Project Manager (Electric Transmission Line experience required)
Must be comfortable managing 15-20 projects at a time in various stages. Projects range from $50k to $150M. These include predominantly Transmission Line Projects. ...
Financial Analyst
The Financial Analyst will reconcile accounts, annotates variance reports, and works with operating plans to create supporting financial forecasts and budgets. A leading telecommunications client of Insight Global is looking to bring on a Financial Analyst to their Finance team. ...
Siop Data Analyst
SIOP Data Analyst Job ID 2024-8591. Type Full-Time Job Location: Address 21 Seneca Street State OH City Defiance ZIP Code 43512 Shift First Overview The SIOP Data Analyst will support the Sales Inventory and Operations Planning Process. What Does It Take to Be a Fit for This Role? EDUCATION and/or E...
Business Systems Analyst
Akkodis is seeking a Business Systems Analyst for a direct hire full-time opportunity in the west suburbs of Cleveland, OH. Business Systems Analyst job responsibilities include:. Responsible for documenting and implementing the functional requirements, technical specifications and template document...
Data Analyst
We are seeking a Data Analyst to become an integral part of our team! You will analyze data to understand business and market trends in order to increase company revenue and efficiency. Use data to understand business patterns and trends. Analyze internal and external data through quantitative resea...
Business Analyst-plm
Experience in business analysis and developing business requirement specifications. Functional consultant and analyst having experience in migrating/mapping in-house applications to 3DExperience/PLM platform. Bridge between business users and technical team. ...
Data Analyst Internship (summer 2025)
POSITION SUMMARY * We are seeking a proactive and analytical individual to join our engineering team as a Data Analyst Intern. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industr...