valmark

About Valmark Financial Group: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 advisors. For decades, Valmark has combined deep technical expertise with a collaborative, advisor-first culture — and we’re...

JOB SUMMARYThe New Business Specialist (NBS) at Valmark actively manages and facilitates the smooth and efficient processing of formal and informal life insurance applications through the new business and underwriting process at Valmark’s carrier partners. The NBS provides world-class customer service by acting as an advocate on behalf of Valmark’s...

The Insurance Operations Intern will support the Life Insurance New Business, Underwriting and Policy Management teams out of Valmark’s St. Paul, MN office. Job Summary: The Insurance Operations intern will support the Life Insurance New Business, Underwriting and Policy Management teams out of Valmark’s St. Paul, MN office. The intern will provide...

The Investment Operations team is seeking a motivated intern to gain hands-on experience supporting essential account and investment operations. In this role, you will work with leading custodians, including Charles Schwab and Pershing, while gaining exposure to investment advisory services, operations, technology, and tax-related processes. As an Investment...

The Insurance Marketing team is seeking a motivated and detail-oriented Insurance Planning Intern to support day-to-day life insurance case design and provide valuable assistance to Financial Advisors and their clients. At Valmark, our people are the foundation of our long-term success, and the number one reason employees say they love working here. We...

The Financial Operations team is seeking a motivated and detail-oriented intern to join our dynamic group. This position offers a unique opportunity to gain hands-on experience in the financial services industry by supporting the internal operations that drive our business. The ideal candidate will assist with daily workflows, contribute to process...

JOB SUMMARY  The Compliance Specialist II is responsible for managing day-to-day compliance tasks for Valmark's independent Member Offices and handling general compliance inquiries, both internal and external. This role provides expertise in compliance areas through various activities such as branch inspections, policy and procedure updates, preparing and...

The Communications and Business Development team is seeking a motivated, detail-oriented intern to support marketing, communications, and business development initiatives. This collaborative role offers exposure to several areas of the department, including HubSpot, email campaigns, data analysis, content development, and creative projects. The intern will...

JOB SUMMARYThe Senior New Business Specialist (Senior NBS) at Valmark plays a crucial role in managing and facilitating the efficient processing of life insurance applications through the new business and underwriting process. This position involves providing world-class customer service, acting as an advocate for Member Offices and their clients, and...

Associate Wealth Advisor Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives for...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values...

The Communications and Business Development team is seeking a motivated, detail-oriented intern to support marketing, communications, and business development initiatives. This collaborative role offers exposure to several areas of the department, including HubSpot, email campaigns, data analysis, content development, and creative projects. The intern will...

Operations ManagerBusiness & Estate Advisers — Wayzata, MNAre you a proactive, detail-oriented person who enjoys leading and working alongside a small, close-knit team? Are you excited about using AI and technology to make an office run better, and do you thrive on building processes rather than just following them? If so, the Operations Manager position...

Are you enthusiastic about helping others and providing world class customer service? Do you have exceptional organization and follow through skills? Are you a dependable person that exudes positive energy? Demboski & Chapman Financial & Insurance Solutions, Inc. is looking for someone who possesses these skills to join their team as a Director of First...

Client Relations & Office Coordinator (Part-Time)Position SummaryThe Client Relations & Office Coordinator is responsible for creating a warm, professional, and welcoming environment for clients, prospects, and guests during office hours (9:00 a.m. – 3:00 p.m.). This position serves as the first point of contact for visitors, ensuring every client receives...

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...

Operations Manager Business & Estate Advisers — Wayzata, MN Are you a proactive, detail-oriented person who enjoys leading and working alongside a small, close-knit team? Are you excited about using AI and technology to make an office run better, and do you thrive on building processes rather than just following them? If so, the Operations Manager position...

Business & Estate Advisers seeks an Operations Manager to lead daily operations, compliance, and technology across a small team in Wayzata, MN. You will steer workflow, supervise Investment Operations Staff and Financial Planning Associates, and drive efficiency with AI tools.The role requires 7–10 years in financial services, staff management experience,...

Operations Manager Business & Estate Advisers — Wayzata, MN Are you a proactive, detail-oriented person who enjoys leading and working alongside a small, close-knit team? Are you excited about using AI and technology to make an office run better, and do you thrive on building processes rather than just following them? If so, the Operations Manager position...

Business & Estate Advisers seeks an Operations Manager to lead daily operations, compliance, and technology across a small team in Wayzata, MN. You will steer workflow, supervise Investment Operations Staff and Financial Planning Associates, and drive efficiency with AI tools. The role requires 7–10 years in financial services, staff management experience,...