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Valmark Jobs (NOW HIRING)

Valmark Financial Group

Insurance Strategist

Saint Paul, MN · On-site

$122K - $158K/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

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 ...

Valmark Financial Group

Office Coordinator

Houston, TX

$17.25 - $23/hr

Client Relations & Office Coordinator (Part-Time) Position Summary The Client Relations & Office Coordinator is responsible for creating a warm, professional, and welcoming environment for clients ...

Valmark Financial Group

Office Coordinator

Houston, TX · On-site

$17.25 - $23/hr

Client Relations & Office Coordinator (Part-Time) Position Summary The Client Relations & Office Coordinator is responsible for creating a warm, professional, and welcoming environment for clients ...

All JobsValmark Jobs

Valmark information

See salary details

$33K

$63K

$108K

How much do valmark jobs pay per year?

As of Aug 1, 2026, the average yearly pay for valmark in the United States is $62,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $82,500.00 per year, depending on experience, location, and employer.

What is a Valmark job?

A Valmark job typically refers to a position at Valmark Financial Group, a company specializing in wealth management, insurance, and financial advisory services. Employees in Valmark roles may work in financial planning, investment management, or support services for financial professionals. These positions often require expertise in finance, customer service, and regulatory compliance. If you're considering a career with Valmark, it’s helpful to have a background in financial services or a related field.

What is a Valmark and what do they do?

Valmark is not a widely recognized job title; rather, it is commonly known as the name of companies such as Valmark Financial Group, which provides insurance and wealth management services. Professionals working at Valmark typically assist clients with financial planning, life insurance, investments, and business succession strategies. If you are referring to a specific role within Valmark, such as a financial advisor or consultant, duties would include assessing clients' financial needs, recommending suitable products, and ensuring compliance with industry regulations. The work environment is often collaborative, involving both direct client interaction and teamwork with other financial professionals.

Who is the CEO of Valmark?

Valmark is a financial services company, and its CEO is David M. Long. Leadership roles like CEO are typically listed on the company's official website or recent press releases.

What is the difference between Valmark vs Financial Advisor?

AspectValmarkFinancial Advisor
CredentialsTypically requires licenses like Series 7, 66, or 65; CFP certification often preferredRequires licenses such as Series 7, 66, or 65; CFP certification common
Work EnvironmentWorks within financial services firms, focusing on investment and insurance productsWorks in banks, independent firms, or as independent advisors, providing financial planning
Employer & Industry UsageValmark is a specific insurance and financial services companyFinancial 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.

How big is Valmark?

Valmark is a company that operates in the insurance and financial services industry, with a size that includes multiple offices and a team of professionals. The company's size can vary, but it generally employs several hundred staff members across its locations. Exact employee numbers are not publicly specified, but it is considered a mid-sized organization within its sector.

What are Valmark's fees and costs?

Valmark Financial Advisors typically charges fees based on a percentage of assets under management, which can range from 0.50% to 1.00% annually. Additional costs may include administrative fees, fund expense ratios, and transaction fees, depending on the services and investment products used. It is advisable to review the fee disclosure documents provided during the onboarding process for specific details.

What does Valmark specialize in?

Valmark is a financial services company that specializes in insurance and wealth management solutions. Employees in related roles often focus on client advisory, financial planning, and risk assessment, utilizing industry certifications such as CFP or CLU. The company operates in a professional environment with a focus on personalized financial strategies.

What are some common challenges faced by professionals working at Valmark within the financial services sector?

Professionals at Valmark, which operates primarily in financial services and insurance, often encounter challenges such as keeping up with evolving industry regulations, managing complex client portfolios, and ensuring a high standard of personalized service. The role can require balancing multiple priorities, such as client acquisition, relationship management, and staying informed about new financial products. Collaboration with advisors, underwriters, and administrative teams is essential to deliver tailored solutions, and professionals must regularly update their knowledge to maintain compliance and competitive advantage.

What are the key skills and qualifications needed to thrive as a Valmark Financial Advisor, and why are they important?

To thrive as a Valmark Financial Advisor, you need a solid background in finance, investment strategies, and financial planning, typically supported by a bachelor's degree and relevant industry licenses such as Series 7 and 66. Familiarity with client relationship management (CRM) systems, financial modeling software, and regulatory compliance platforms is essential. Strong interpersonal skills, ethical judgment, and proactive communication help build lasting client relationships and trust. These skills are crucial to providing tailored financial advice, maintaining compliance, and achieving client satisfaction in a competitive financial services environment.
More about Valmark jobs
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Valmark jobs near you
Infographic showing various Valmark job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $62,982 per year, or $30.3 per hour.

Valmark Service Center Intern

Valmark Financial Group

Akron, OH

$20/hr

Internship

Re-posted 17 days ago

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

Apply