Hybrid Financial Planning Intern - Advanced Planning

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

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.