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PEACE OF MIND WITH US
From investment offerings to holistic financial planning, our high-caliber team exists to deliver peace of mind for what ever comes next.
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FINANCIAL PLANNER
Explore a partnership as part of our nationwide network of preferred colleagues. United by our values, we deliver hyper-personalized client experiences in differentiating niche markets, providing diverse perspectives to gain valuable insights.
Ideal candidates are entrepreneurial, capable of working both independently and collaboratively, and comfortable managing relationships and projects with minimal direction. This role offers an excellent opportunity to develop client advisory skills under the mentorship of LVZ’s partners and preferred colleague network. Leverage our team as your back office and money manager, allowing you to focus on what matters most – your clients.
2026 INTERNSHIP EXPERIENCE
Launch your career in financial planning with LVZ’s CFP® Track Internship, a hands-on opportunity designed for motivated college students eager to earn experience hours toward the Certified Financial Planner™ credential. Gain exposure to the full spectrum of financial planning, from client discovery to investment management, while being immersed in the operation of a registered investment adviser (RIA) firm.
Ideal for students from freshman to junior level, this internship empowers future advisors to develop real-world client advisory and practice management skills within our firm while focusing on what matters most – building relationships and delivering meaningful outcomes for our clients.
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