Legal Intern - Financial Planning

Position Description: 

Ameritas Agency and Advisor Distribution is seeking a Legal Intern – Financial Planning with the aptitude and desire to apply legal, accounting, and marketing skills to help position Ameritas as a premier wealth management company. In this role, the intern will gain experience developing educational materials designed to help financial advisors better inform their clients. The ideal candidate is a highly motivated and energetic individual eager to apply their intellectual strengths in a non-traditional setting. 

Position Location: 

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

Position Start Date: 

This internship would start as soon as possible. 

What you do: 

• Assist in the preparation of high-level case designs for business, estate, and retirement planning cases 

• Support the creation financial planning solutions using advanced strategies, including trusts and charitable strategies 

• Create marketing copy for concepts based upon new tax and legal developments 

• Submit and monitor content through Ad Review 

• Create quarterly production reports 

• Update existing plans and cases 

• Provide general support to the Advanced Planning team. 

What you bring: 

• Must be a second or third-year law student.  

• Candidates must be enrolled in a law program, at least half-time as defined by their institution for the entire duration of the internship. 

• Ability to commit to a 12-month internship working full-time in the summer and part-time during the school year.  

• Full-time hours: 30-40 hours per week 

• Part-time hours: 15-20 hours per week 

• Strong written and verbal communication skills  

• An interest in tax, trusts, estate planning and/or financial planning 

• Possess the ability to work autonomously and, when presented with an unknown, motivated to do one’s own research to find the answer or solution 

• Inquisitive in nature, eager to learn and willing to take initiative 

• Capable of writing accurately about the business 

• Possess strong relationship building skills 

What we offer: 

• 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.