Financial Planning Inten

Location

Akron, OH | United States

Job description

The Financial Planning Team is currently seeking an intern to support senior planners with day-to-day workflows that include plan development, case design, and research for ongoing projects. The purpose of Valmark’s Financial Planning Team is to be an extension of our Member Offices, acting as a reliable partner to assist with their financial planning process.

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:

• 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 and be available to commit 15-25 hours per week during the Spring/Fall and 25-40 hours per week during Summer. Candidates should also be willing to obtain relevant industry licenses and professional designations, namely the CFP® marks, post-graduation.

Job tags

Salary