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 ...
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 ...
The Life Settlement Team at Valmark Financial Group is seeking a motivated, detail-oriented, and collaborative intern to support senior analysts in all aspects of the life settlement transaction ...
The Life Settlement Team at Valmark Financial Group is seeking a motivated, detail-oriented, and collaborative intern to support senior analysts in all aspects of the life settlement transaction ...
The Life Settlement Team at Valmark Financial Group is seeking a motivated, detail-oriented, and collaborative intern to support senior analysts in all aspects of the life settlement transaction ...
The Life Settlement Team at Valmark Financial Group is seeking a motivated, detail-oriented, and collaborative intern to support senior analysts in all aspects of the life settlement transaction ...
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
$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 ...
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 ...
Financial Planning Analyst
Akron, OH · Hybrid
JOB SUMMARY Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you! For more than ...
Quick apply
Financial Planning Analyst
Akron, OH · Hybrid
JOB SUMMARY Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you! For more than ...
JOB SUMMARY Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you! For more than ...
JOB SUMMARY Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you! For more than ...
Valmark information
See Ohio salary details
$31.4K - $37.9K
6% of jobs
$43.1K is the 25th percentile. Wages below this are outliers.
$37.9K - $44.3K
23% of jobs
The median wage is $48.7K / yr.
$44.3K - $50.8K
31% of jobs
$50.8K - $57.3K
9% of jobs
$57.3K - $63.8K
1% of jobs
$63.8K - $70.3K
4% of jobs
$70.8K is the 75th percentile. Wages above this are outliers.
$70.3K - $76.7K
3% of jobs
$76.7K - $83.2K
14% of jobs
$83.2K - $89.7K
1% of jobs
$89.7K - $96.2K
5% of jobs
$96.2K - $102.7K
2% of jobs
$31.4K
$59.9K
$102.7K
How much do valmark jobs pay per year?
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?
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.
What are some common challenges faced by professionals working at Valmark within the financial services sector?
What are the key skills and qualifications needed to thrive as a Valmark Financial Advisor, and why are they important?
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