valmark securities

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...

Securities portfolio manager 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...

Valmark Financial Group in Akron seeks an Investment Advisory Services Intern to support account servicing and issue resolution. You will learn how new accounts, money movements, and asset transfers are processed through custodial partners while developing troubleshooting and client service skills. The role collaborates with Financial Advisors and the...

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...

Valmark Financial Group in St. Paul, MN is seeking an Insurance Operations Intern to support Life Insurance New Business, Underwriting and Policy Management teams from its St. Paul office. You will provide administrative support, set up applications, and manage data, while engaging with insurance companies and internal stakeholders. The role offers exposure...

JOB SUMMARY The Senior Manager, Talent Acquisition leads Valmark's full-cycle talent acquisition strategy and execution. Approximately 75% to 80% of the role is dedicated to leading proactive recruiting for Valmark and supporting Valmark RightFit searches, with accountability for sourcing, candidate quality, hiring speed, hiring-manager communication, and...

Valmark Financial Group seeks an Intern to support the Financial Planning and Annuity Planning Teams with day-to-day workflows, including plan development, case design, implementation, and research. The role may focus on financial planning, annuity planning, or both, supporting advisors and nationwide professionals. You will develop expertise in Valmark's...

Valmark Financial Group in St. Paul, MN is seeking an Insurance Operations Intern to support Life Insurance New Business, Underwriting and Policy Management teams from its St. Paul office.You will provide administrative support, set up applications, and manage data, while engaging with insurance companies and internal stakeholders. The role offers exposure...

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 ofour purpose to enrich lives. At Sequoia, our core values are: ...

Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! FinSec is looking for someone who possesses these traits to join their team as an Administrative Assistant. This position is responsible...

JOB SUMMARY The 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...

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 SUMMARY The 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...

JOB SUMMARY The Senior Manager, Talent Acquisition leads Valmark's full-cycle talent acquisition strategy and execution. Approximately 75% to 80% of the role is dedicated to leading proactive recruiting for Valmark and supporting Valmark RightFit searches, with accountability for sourcing, candidate quality, hiring speed, hiring-manager communication, and...

ABOUT THE JOB Are you a supportive, detail-oriented professional with a passion for processes and client service? Do you thrive in a role where organization and relationship building are essential? Ph Financial Advisors is seeking someone with these qualities to join us as a Client Service Administrator in Fort Myers. If you’re a supportive, social,...

Valmark is seeking a Compliance Specialist II to manage day-to-day compliance tasks for its independent Member Offices. You will handle inquiries, review advertising, and oversee periodic reporting and testing to ensure regulatory compliance. The role involves coordinating exams, collaborating with supervisors, and contributing to policy updates. A...

Job Description: The Financial Planning and Annuity Planning Teams are currently seeking an intern to support senior planners with day-to-day workflows that include plan development, case design, implementation, and research for ongoing projects. Depending on business needs, this role may focus on financial planning, annuity planning, or a blend of both. The...

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...

JOB SUMMARY The 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...