Financial Planning Manager

Ameritas • Lincoln, NE

1d • Hybrid

About The Position

Ameritas Agency and Advisor Distribution is seeking an Advanced Planning–Financial Planning Manager to lead the Financial Planning desk. This role reports to the Advanced Planning Director and oversees the Financial Planner and financial planning interns that support both senior planners and financial professionals in delivering case preparation and development of comprehensive financial plans for advanced planning cases involving business, retirement, estate, charitable and tax planning. This is a hybrid role in Lincoln, NE working partially in-office and partially from home.

Requirements

• Bachelor's Degree or equivalent experience required
• 4-7 years of experience with financial planning, advanced planning, or insurance sales
• Strong knowledge of retirement, estate, charitable, business, and financial planning strategies
• FINRA Series 6 or 7 and Series 65 or 66 required
• Proficiency in financial planning and illustration software
• Strong analytical, communication and leadership skills

Nice To Haves

• CLU and/or ChFC preferred; CFP preferred or working towards completion

Responsibilities

• Manage and develop the financial planning interns, including overseeing their training toward readiness for financial professional roles post-graduation
• Oversee data gathering and entry into financial planning software (eMoney, MoneyGuide, RightCapital, etc)
• Assist in building and reviewing financial plans involving cash flow, insurance, retirement, tax strategies, estate & charitable considerations towards long-term planning goals
• Ensure accuracy and quality of plan outputs, charts and scenario analyses as plans are reviewed with financial professionals
• Work with senior planners to increase adoption of financial planning in advisor practices
• Provide case design consultation to field partners and home office associates across: insurance (life and disability income), annuities and retirement strategies, estate, charitable and business planning
• Assist in advanced case presentation and provide technical expertise on product strategies
• Track opportunities and maintain accurate case notes in SalesForce throughout the sales cycle
• Monitor workflow efficiency and recommend process improvement to enhance service delivery
• Collaborate with internal teams and ensure planning strategies and recommendations alight with regulatory and company guidelines

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.
• Matching donations program.
• Paid volunteer time– 8 hours per month.
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

What This Job Offers

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