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
- 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
What we offer:
At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.
- Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
- Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
- We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
Skills Required
- Incoming junior or senior pursuing a degree in Finance or a related business field
- Enrollment in a college program at least part-time for the entire internship
- Interest in pursuing state Life and Health insurance licenses, FINRA Securities licenses, and CFP certification
- Ability to commit to a one- to two-year internship, full-time in summer and part-time during the school year
- Interest in sales, finance, insurance, and financial planning
- Excellent verbal and written communication skills
- Self-motivated and able to take initiative
- Adaptable and able to learn new concepts quickly
- Ability to ask questions and write accurately about the business
- Strong relationship-building skills
Ameritas Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameritas and has not been reviewed or approved by Ameritas.
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Healthcare Strength — Health coverage—especially dental and vision—is portrayed as robust, with broad in‑network access and plan features that can increase value when providers participate. Options like lifetime deductible designs and an expanded PPO footprint are highlighted as meaningful advantages.
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Leave & Time Off Breadth — PTO, personal time (e.g., “Thrive days”), and employer‑provided volunteer time create multiple avenues for time away from work. Flexibility around time and location is emphasized as part of the overall package.
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Parental & Family Support — Paid parental leave alongside fertility, surrogacy, and adoption assistance, plus backup child, elder, and pet care illustrate comprehensive family support. These elements are positioned as standout components of the offering.
Ameritas Insights
What We Do
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. What’s fulfilling life? It’s helping people like you plan for the future and protect what you cherish most. It’s getting the most out of life — even at work. It’s making a difference. This kind of work can be gratifying, and it could be right for you.
