Advanced Planning- Financial Planning Intern

ameritasexternal; Lincoln (NE); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Ameritas 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.

This internship is based in Lincoln, NE in a hybrid role, beginning in May 2027.

Qualifications

• Incoming junior or senior pursuing a degree in Finance or related field.
• Enrolled part-time for the duration of the internship.
• Interest in state licenses and CFP certification.
• Ability to commit to 1–2 years, FT 30–40 hrs/week or PT 15–20 hrs/week.

Responsibilities

• Input client data into financial planning software to draft outputs and models.
• Assist in building tailored plans covering cash flow, insurance, retirement and taxes.
• Prepare life insurance and annuity illustrations for planning cases.
• Update Salesforce with notes, statuses, and next steps.
• Draft and submit marketing content for compliance review.
• Provide general support to the Advanced Planning team.

Skills

Financial planning

Salesforce

Communication

Team collaboration

Education

Finance or related business degree

Tools

Financial planning software

Job description

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 opportunitiesthroughout the sales cycle, maintaining accurate notes, statuses, and next steps within Salesforce
• Assist in drafting, preparing and submitting marketing content for compliance review
• Providegeneral supportto 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 inacollege 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 hoursa 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 andeager to takeinitiative
• 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 offeringtrustedfinancial 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-becoming, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goesback into the company, tobenefitour members/customers.
• We’recommitted 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’recommitted 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.