Hybrid Financial Planning Intern - Learn from Pros

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

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.