Advanced Planning- Financial Planning Intern

Position Description

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.

Position Location

This is a hybrid role in Lincoln, NE working partially in-office and partially from home.

Position Start Date

This internship will begin in May 2027.

What you do

• 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

What you bring

• 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

• Interested in pursuing state Life & Health insurance licenses, FINRA

Securities licenses and Certified Financial Planner™ (CFP®) certification

• 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
• Ex