Hybrid Financial Planning Intern: Hands-on Case Prep

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

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.