Advanced Planning- Financial Planning Intern

Ameritas Mutual Holding Company; Lincoln (NE); Hybrid; USD 18,000 - 37,000; Part time

Job summary

Ameritas Mutual Holding Company is seeking a Financial Planning Intern to support the Advanced Planning team in Lincoln, NE. This is a hybrid role, with time split between in-office and remote work, and starts in May 2027.

You will input client data into financial planning software, help prepare plan outputs, and build cash flow, insurance, retirement and tax illustrations. You’ll also draft marketing content for compliance review.

Qualifications

• Incoming junior or senior pursuing degree in Finance or related business field.
• Part-time college enrollment for entire internship.
• Interest in life & health licenses, FINRA licenses and CFP certification.
• Commitment to full‑time summer internship (30–40 hours/week).
• Strong interest in sales, finance, insurance, and financial planning.
• Excellent verbal and written communication skills.
• Self-motivated, proactive, quick learner.
• Strong relationship-building skills.

Responsibilities

• 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 in Salesforce.
• Assist in drafting, preparing and submitting marketing content for compliance review.
• Provide general support to the Advanced Planning team.

Skills

Finance

Financial planning

Sales interest

Verbal and written communication

Self-motivated

Adaptable

Questioning / curiosity

Education

Finance/Business degree

Part-time enrollment

Job description

Advanced Planning- Financial Planning Intern

#6201

Position Locations

Area of Interests

Intern

Full-Time/Part Time

Part-time

Job Description

Position Description:

Ameritas Agency and Advisor Distribution is seeking aFinancial Planning Internto 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 summer internship commitment working full-time
  • FT includes 30-40 hoursa 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-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 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.

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.

Pay Range The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $13.33 - $26.67 / hour

Pay Transparency

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.

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