Advanced Planning- Financial Planning Intern

Ameritas•Lincoln, NE

2h•Hybrid

About The Position

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.

Requirements

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
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

Nice To Haves

Interested in pursuing state Life & Health insurance licenses, FINRA Securities licenses and Certified Financial Planner™ (CFP®) certification

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, 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