Advanced Planning- Financial Planning Intern

About the role

Position Description:   Ameritas Agency and Advisor Distribution is seeking a  Financial Planning Intern  to support the Advanced Planning team by assisting in the development of comprehensive financial plans. The intern will work closely with senior planners to learn key aspects of financial analysis and case preparation and is ideal for students pursuing financial planning who want hands-on industry experience working with planning tools.   Position Location:   This is a hybrid role in Lincoln, NE working partially in-office and partially from home.    Position Start Date:   This internship will begin in May 2027.  What you do:   Input client data into financial planning software to help prepare plan outputs, charts and scenario models Assist in building tailored financial plans related to cash flow, insurance, retirement, tax strategies and long-term planning goals Prepare life insurance and annuity illustrations for financial and retirement planning cases Update and track opportunities throughout the sales cycle, maintaining accurate notes, statuses, and next steps within Salesforce Assist in drafting, preparing and submitting marketing content for compliance review Provide general support to the Advanced Planning team What you bring:   Incoming junior or senior pursuing degree in Finance or a related business field, Financial Planning option preferred Enrolled in a college program, at least part-time as defined by your institution, for the entire duration of the internship  Interested in pursuing state Life & Health insurance licenses, FINRA Securities licenses and Certified Financial Planner™ (CFP®) certification Able to fulfill a long-term internship commitment (one to two years), working full-time in the summer and part-time during the school year  FT includes 30-40 hours a week  PT includes 15-20 hours a week  A keen interest in sales, finance, insurance, and financial planning  Excellent verbal and written communication skills  Naturally self-motivated and eager to take initiative  Highly adaptable with the capability of learning new concepts quickly  Ability to ask questions and write accurately about the business  Strong relationship building skills  What we offer:   At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.  Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.  Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.  We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.  An Equal Opportunity Employer   Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.  About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, work location, skill set, and candidate level of experience to ensure pay equity within the organization.