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From investment offerings to holistic financial planning, our high-caliber team exists to deliver peace of mind for whatever comes next.
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CERTIFIED FINANCIAL PLANNER (CFP)
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.
COMPLIANCE ANALYST
Protect the trust behind every LVZ relationship. As part of our Operations + Compliance team, you’ll help strengthen the policies and controls that safeguard our clients and our firm, translating an evolving regulatory landscape into thoughtful practices that support how we serve.
We’re looking for a discerning, detail-driven professional who values integrity, communicates with clarity, and sees compliance not simply as a requirement, but as an essential part of an exceptional client experience. Working across our team, you’ll bring rigor to our processes, perspective to complex requirements, and confidence to the people responsible for delivering peace of mind to our clients.
FINANCIAL PLANNING INTERNSHIP
Launch your career in financial planning with LVZ’s CFP® track internship experience, 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.
2026 APPLICATIONS ARE CLOSED.
TAX INTERNSHIP
Learn individual tax work the way it is actually practiced. Alongside our Client Tax & Strategy Manager, you will spend the season working with real client documents and professional tax software, preparing straightforward individual returns under CPA supervision, and seeing how a return informs the broader financial plan behind it.
Ideal for accounting and finance students on the CPA track, this internship builds responsibility deliberately – beginning with document organization and data entry during fall training, then progressing to return preparation and first-pass review as filing season builds. You will receive direct coaching from experienced tax and planning professionals while doing work that matters to the clients who depend on it.