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Valmark Jobs (NOW HIRING)

Valmark Financial Group

Office Administrator

Mason, MI

$15.75 - $21.50/hr

Position Overview Are you supportive, optimistic, quick-paced and detail-oriented? If so, this position is for you! Oracle Financial Solutions is a comprehensive financial planning and wealth ...

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How much do valmark jobs pay per year?

As of May 31, 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 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.

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 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.

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.

More about Valmark jobs
What cities are hiring for Valmark jobs? Cities with the most Valmark job openings:
What are the most commonly searched types of Valmark jobs? The most popular types of Valmark jobs are:
What states have the most Valmark jobs? States with the most job openings for Valmark jobs include:
What job categories do people searching Valmark jobs look for? The top searched job categories for Valmark jobs are:
Valmark jobs near you
Infographic showing various Valmark job openings in the United States as of May 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.
Office Administrator

Office Administrator

Valmark Financial Group

Mason, MI

$15.75 - $21.50/hr

Full-time

Posted 14 days ago

Job description

Position Overview

Are you supportive, optimistic, quick-paced and detail-oriented? If so, this position is for you! Oracle Financial Solutions is a comprehensive financial planning and wealth management firm dedicated to helping clients live confident, well-planned financial lives. The Client Service Administrator plays a key role in ensuring smooth office operations, delivering a polished first impression, and providing dependable administrative support to the advisory team.

Key Responsibilities

Client Experience & Front Office Support

  • Greet clients and visitors with professionalism and warmth.
  • Answer and route phone calls; manage voicemail.
  • Prepare and maintain meeting spaces to support an elevated in-office experience.
  • Coordinate appointments and maintain advisor calendars.

Administrative & Operational Support

  • Perform administrative tasks including electronic filing, scanning, organizing documents, and sorting mail.
  • Maintain office supplies, refreshments, and general housekeeping.
  • Assist with special projects such as mailings, holiday cards, event preparation, and seasonal décor.
  • Update CRM records and ensure data accuracy.
  • Support client onboarding workflows and document preparation.

Compliance & Professional Standards

  • Handle confidential information with a high level of discretion.

Core Competencies

  • Strong attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Positive, client-service mindset.
  • Highly dependable with strong time-management skills.
  • Tech-savvy and comfortable learning new systems.
  • Team-oriented with a flexible, can-do attitude.

Qualifications

Required:

  • High school diploma or equivalent.
  • Administrative or client service experience.
  • Proficiency in Microsoft Office.

Preferred:

  • Experience in financial services or similar professional settings.
  • Prior CRM experience.