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 ...
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 ...
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 ...
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 ...
Valmark Financial Group is one of the nation's leading independent financial services firms, providing wealth management, insurance, and financial planning solutions through a network of affiliated ...
Valmark Financial Group is one of the nation's leading independent financial services firms, providing wealth management, insurance, and financial planning solutions through a network of affiliated ...
At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed ...
At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed ...
Life Insurance Consultant - Inside Sales
Saint Paul, MN · On-site
$70K - $80K/yr
Valmark Financial Group is one of the nation's leading independent financial services firms, providing wealth management, insurance, and financial planning solutions through a network of affiliated ...
Life Insurance Consultant - Inside Sales
Saint Paul, MN · On-site
$70K - $80K/yr
Valmark Financial Group is one of the nation's leading independent financial services firms, providing wealth management, insurance, and financial planning solutions through a network of affiliated ...
Valmark Financial Group is one of the nation's leading independent financial services firms, providing wealth management, insurance, and financial planning solutions through a network of affiliated ...
Valmark Financial Group is one of the nation's leading independent financial services firms, providing wealth management, insurance, and financial planning solutions through a network of affiliated ...
At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed ...
At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed ...
Compliance Specialist
Akron, OH · On-site
$55K - $65K/yr
JOB SUMMARY The Compliance Specialist is responsible for managing day-to-day compliance tasks for Valmark's independent Member Offices and handling general compliance inquiries, both internal and ...
Quick apply
Compliance Specialist
Akron, OH · On-site
$55K - $65K/yr
JOB SUMMARY The Compliance Specialist is responsible for managing day-to-day compliance tasks for Valmark's independent Member Offices and handling general compliance inquiries, both internal and ...
Manage logistics and catering for CEO-directed events and meetings (Valmark Board, Vistage, staff, local groups). * Support conference participation by ensuring materials are submitted on time ...
Manage logistics and catering for CEO-directed events and meetings (Valmark Board, Vistage, staff, local groups). * Support conference participation by ensuring materials are submitted on time ...
Manage logistics and catering for CEO-directed events and meetings (Valmark Board, Vistage, staff, local groups). * Support conference participation by ensuring materials are submitted on time ...
Manage logistics and catering for CEO-directed events and meetings (Valmark Board, Vistage, staff, local groups). * Support conference participation by ensuring materials are submitted on time ...
Investment Operations Manager
$70K - $80K/yr
Strong knowledge of Valmark operational procedures, paperwork, and processing requirements. * Demonstrated ability to lead teams in a fast-paced, high-volume environment while meeting service ...
Investment Operations Manager
$70K - $80K/yr
Strong knowledge of Valmark operational procedures, paperwork, and processing requirements. * Demonstrated ability to lead teams in a fast-paced, high-volume environment while meeting service ...
Investment Operations Manager
Akron, OH · On-site
$70K - $80K/yr
Strong knowledge of Valmark operational procedures, paperwork, and processing requirements. * Demonstrated ability to lead teams in a fast-paced, high-volume environment while meeting service ...
Investment Operations Manager
Akron, OH · On-site
$70K - $80K/yr
Strong knowledge of Valmark operational procedures, paperwork, and processing requirements. * Demonstrated ability to lead teams in a fast-paced, high-volume environment while meeting service ...
Investment Operations Manager
Akron, OH · On-site
$70K - $80K/yr
Strong knowledge of Valmark operational procedures, paperwork, and processing requirements. * Demonstrated ability to lead teams in a fast-paced, high-volume environment while meeting service ...
Quick apply
Investment Operations Manager
Akron, OH · On-site
$70K - $80K/yr
Strong knowledge of Valmark operational procedures, paperwork, and processing requirements. * Demonstrated ability to lead teams in a fast-paced, high-volume environment while meeting service ...
Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee ...
Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee ...
Client Operations Specialist
Kettering, OH · On-site
$50K/yr
Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this in any way ...
Quick apply
Client Operations Specialist
Kettering, OH · On-site
$50K/yr
Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this in any way ...
Position Overview: Are you an ambitious, personable individual with an analytical mindset who is a driven self-starter, passionate about helping clients protect their financial futures? If so, this ...
Position Overview: Are you an ambitious, personable individual with an analytical mindset who is a driven self-starter, passionate about helping clients protect their financial futures? If so, this ...
Associate Wealth Advisor
Tampa, FL · On-site
Coordination with outside vendors as needed and directed by Advisors(s) (Long Road, Valmark, etc.) * Asset and fee verification for closed/won opportunities * New relationship and account ...
Quick apply
Associate Wealth Advisor
Tampa, FL · On-site
Coordination with outside vendors as needed and directed by Advisors(s) (Long Road, Valmark, etc.) * Asset and fee verification for closed/won opportunities * New relationship and account ...
Client Services Manager
Houston, TX · Hybrid
Position Summary The Client Service Manager (CSM) leads the client service function, overseeing team performance, daily operations, and service delivery. This role partners with firm principals to ...
Quick apply
Client Services Manager
Houston, TX · Hybrid
Position Summary The Client Service Manager (CSM) leads the client service function, overseeing team performance, daily operations, and service delivery. This role partners with firm principals to ...
Administrative Assistant
$16.75 - $22.50/hr
Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this ...
Quick apply
Administrative Assistant
$16.75 - $22.50/hr
Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this ...
Position Overview: Are you an ambitious, personable individual with an analytical mindset who is a driven self-starter, passionate about helping clients protect their financial futures? If so, this ...
Quick apply
Position Overview: Are you an ambitious, personable individual with an analytical mindset who is a driven self-starter, passionate about helping clients protect their financial futures? If so, this ...
Valmark information
See salary details
$33K - $39.8K
6% of jobs
$45.3K is the 25th percentile. Wages below this are outliers.
$39.8K - $46.6K
23% of jobs
The median wage is $51.2K / yr.
$46.6K - $53.5K
31% of jobs
$53.5K - $60.3K
9% of jobs
$60.3K - $67.1K
1% of jobs
$67.1K - $73.9K
4% of jobs
$74.5K is the 75th percentile. Wages above this are outliers.
$73.9K - $80.7K
3% of jobs
$80.7K - $87.5K
14% of jobs
$87.5K - $94.4K
1% of jobs
$94.4K - $101.2K
5% of jobs
$101.2K - $108K
2% of jobs
$33K
$63K
$108K
How much do valmark jobs pay per year?
What is a Valmark job?
What are the key skills and qualifications needed to thrive as a Valmark Financial Advisor, and why are they important?
What are some common challenges faced by professionals working at Valmark within the financial services sector?
What is a Valmark and what do they do?
What is the difference between Valmark vs Financial Advisor?
| Aspect | Valmark | Financial Advisor |
|---|---|---|
| Credentials | Typically requires licenses like Series 7, 66, or 65; CFP certification often preferred | Requires licenses such as Series 7, 66, or 65; CFP certification common |
| Work Environment | Works within financial services firms, focusing on investment and insurance products | Works in banks, independent firms, or as independent advisors, providing financial planning |
| Employer & Industry Usage | Valmark is a specific insurance and financial services company | Financial Advisor is a general role across various firms and industries |
Valmark is a company specializing in insurance and financial services, often employing financial advisors. A Financial Advisor is a broader role that involves providing financial planning and investment advice, often working for firms like Valmark. The main difference lies in Valmark being a specific employer, while Financial Advisor describes a professional role across many organizations.

Job description
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.
Job Summary: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
About ValMark Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Akron, OH, US
Year founded
1963