Financial Planning Specialist

4 weeks ago


Akron, Ohio, United States Valmark Financial Group Full time
Job Overview

Valmark Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in assisting senior team members and Member Office financial professionals with financial planning cases and research.

Key Responsibilities
  • Manage the financial planning queue by analyzing client facts, modeling cash flows, and developing recommendations.
  • Assist senior team members with case setup and annual revisions.
  • Serve as an insurance/annuity carrier liaison to ensure accurate and complete information about recommended products.
  • Establish relationships with Member Offices to understand advisor preferences and client needs.
  • Conduct industry research to develop tools, resources, and marketing materials.
  • Develop knowledge of financial planning topics such as retirement planning, estate planning, and insurance.
Requirements
  • High School Diploma or GED
  • Bachelor's Degree
  • 2-4 years of industry experience
  • CFP Professional or willingness to obtain
  • FINRA Series 7 or willingness to obtain
  • Ohio Life and Health Insurance License or willingness to obtain
Working Conditions

This is a largely sedentary role with occasional local travel.

Days and typical hours of work are Monday through Friday, 9:00 a.m. to 5 p.m. with flexibility in working hours allowed.



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