Advanced Planning- Financial Planning Intern
Ameritas•Lincoln, NE
•Hybrid
About The Position
Ameritas Agency and Advisor Distribution is seeking a Financial Planning Intern to support the Advanced Planning team in developing comprehensive financial plans. The intern will work closely with senior planners to learn financial analysis and case preparation and gain hands-on experience using financial planning tools. This is a hybrid role in Lincoln, Nebraska, with work performed partially in the office and partially from home. The internship begins in May 2027 and requires a full-time summer commitment, defined as 30–40 hours per week.
Requirements
- Be an incoming junior or senior pursuing a degree in Finance or a related business field; the Financial Planning option is preferred.
- Remain enrolled in a college program at least part-time, as defined by the institution, for the entire duration of the internship.
- Be able to fulfill a full-time summer internship commitment of 30–40 hours per week.
- Have a keen interest in sales, finance, insurance, and financial planning.
- Have excellent verbal and written communication skills.
- Be self-motivated and eager to take initiative.
- Be highly adaptable and able to learn new concepts quickly.
- Be able to ask questions and write accurately about the business.
- Have strong relationship-building skills.
Nice To Haves
- Financial Planning option within a Finance or related business degree.
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, maintaining accurate notes, statuses, and next steps.
- Assist in drafting, preparing, and submitting marketing content for compliance review.
- Provide general support to the Advanced Planning team.
Benefits
- Professional development and opportunities.
- Employee well-being support.
- An inclusive culture and diverse workplace.
- Team building and collaboration.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
