Advanced Planning- Financial Planning Intern - Lincoln, NE

Ameritas; Lincoln (NE); Hybrid; USD 18,000 - 37,000; Full time

Job summary

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.

This hybrid internship in Lincoln, NE combines in-office and remote work, with a May 2027 start date. You will help with data entry, plan outputs, cash flow analysis, insurance and retirement planning, and compliance-focused marketing content.

Qualifications

• Incoming junior or senior pursuing degree in Finance or related business field (Financial Planning option preferred)
• Enrolled part-time for entire internship duration
• Interested in state Life & Health licenses, FINRA securities licenses and CFP certification
• Able to commit for one to two years (FT 30–40 hrs/wk; PT 15–20 hrs/wk)
• Strong interest in sales, finance, insurance, and financial planning
• Excellent verbal and written communication skills
• Self-motivated, quick learner, adaptable, proactive
• Ability to ask questions and write accurately about the business
• 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

Verbal communication

Written communication

Sales interest

Relationship building

Self-motivated

Adaptability

Questioning/writing clearly

Long-term commitment

Education

Finance degree pursuit

Tools

Salesforce

Financial planning software

Job description

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.

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.

Job Details

$13.33 - $26.67 / hour

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.

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.