Advanced Planning- Financial Planning Intern

Ameritas • Lincoln, NE

7h • 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 and gain hands-on experience with financial analysis, case preparation, and planning tools. This is a hybrid internship based in Lincoln, Nebraska, with work performed partly in the office and partly from home. The internship begins in May 2027 and requires a full-time summer commitment of 30–40 hours per week.

Requirements

• Be an incoming junior or senior pursuing a degree in Finance or a related business field; a 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 interested in pursuing state Life & Health insurance licenses, FINRA Securities licenses, and Certified Financial Planner (CFP) certification.
• Be able to fulfill a summer internship commitment working full-time, defined as 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 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 program.

Responsibilities

• Input client data into financial planning software to help prepare plan outputs, charts, and scenario models.
• Assist in building tailored financial plans covering 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 in Salesforce.
• Assist in drafting, preparing, and submitting marketing content for compliance review.
• Provide general support to the Advanced Planning team.

Benefits

• Commitment to professional development, opportunity, inclusion, and diversity.
• Team building and collaboration are priorities.
• Employee well-being and community support are part of the company’s commitments.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern