Advanced Planning- Financial Planning Intern

Ameritas; Nebraska; Hybrid; USD 25,000 - 34,000; Full time

Job summary

Ameritas Agency and Advisor Distribution seeks a Financial Planning Intern to assist the Advanced Planning team in developing comprehensive financial plans in Lincoln, NE. You will work with senior planners, input client data, and help prepare plan outputs, charts, and scenarios.

The internship begins May 2027, with a hybrid schedule combining in-office and remote work. Ideal for finance majors pursuing hands-on experience and licensing toward CFP certification.

Qualifications

• Incoming junior or senior pursuing Finance or related degree.
• Part-time enrollment for the entire duration of the internship.
• Interest in Life & Health licenses, FINRA licenses and CFP certification.
• Commit to a long-term internship (1–2 years), full-time in summer, part-time during school year.
• Strong interest in sales, finance, insurance, and planning.
• Excellent verbal and written communication, initiative, adaptability, and relationship skills.

Responsibilities

• Input client data into planning software to prepare outputs and scenario models.
• Assist in building tailored plans for cash flow, retirement, taxes, and long-term goals.
• Prepare life insurance and annuity illustrations for planning cases.
• Update opportunities in Salesforce and maintain notes and next steps.
• Draft and submit marketing content for compliance review.
• Provide general support to the Advanced Planning team.

Skills

Finance degree

Financial planning

Communication skills

Self-motivated

Adaptable

Sales interest

Relationship building

Questioning & writing

Education

Finance or related business degree

Tools

Salesforce

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 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.