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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.
2027 Opportunities open in December 2026.
INVESTMENT ADVISER REPRESENTATIVE
KEE YOUR BRAND. BUILD ON OUR FRAMEWORK.
LVZ partners with independent investment adviser representatives (IARs) who want to maintain their brand independence and client relationships while building on a supported platform. As part of our nationwide network of partner colleagues, you can draw on LVZ’s compliance, investment management, operations, and client service teams. That frees you to spend more of your time with clients.
Our network is united by shared values and a commitment to personalized, client-centered planning, and many of our colleagues serve specialized niche markets. Working alongside advisers with different backgrounds and areas of focus brings diverse perspectives and fresh ideas to your practice.
What does our IAR Benefits Program offer?
- A robust and tested compliance program within one platform. Compliance is your partner in practice management and business growth.
- An entire team dedicated to investment management. From portfolio construction, research and management to rebalancing, trading and market commentary.
- Personalized back office support for cash management, client service, and account administration activated on our optimized tech stack.
- Opportunities to develop your advisory skills alongside LVZ’s nationwide partner colleague network.
- Maintain your own identity, service process, and marketing while operating within LVZ’s compliance framework.
Affiliation with LVZ is subject to application, due diligence, and approval. Services and terms vary by arrangement.