• Job Description

  Req#: 5000957583206

  Job Title

  Advanced Financial Planning Intern

  Location

  Ameritas Life-Lincoln HYB-NEHY2

  Area of Interest

  Intern

  Full-Time/Part Time

  Part-time

  Job Description

  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 .
  Ameritas Agency and Advisor Distribution is looking for an Advanced Financial Planning Intern that possesses a unique set of skills. This position requires an individual with the aptitude and desire to utilize legal, accounting, and marketing skills to position Ameritas as a first-class wealth management company. This position also requires one to possess and most importantly learn how best to prepare a curriculum to help financial advisors motivate and educate their clients. This position requires a highly motivated and energetic individual with the desire to put their intellectual aptitude to work in a non-traditional manner.

  This internship would start in summer 2023.

  What you do

  • Assist in preparation of high-level case designs for business, estate, and retirement planning cases
  • assisting with financial planning utilizing advanced strategies including trusts and charitable strategies
  • Case follow-up with advanced market concepts
  • Creating marketing copy for concepts based upon new tax/legal developments
  • Submitting and monitoring content through Ad Review
  • Assist with reporting on production results from the Advanced Solutions and Design team
  • Provide general support to the Advanced Solutions and Design team

  What you bring

  • Incoming second year law student or higher, or incoming junior studying finance, financial planning, or related field
  • Enrolled in college program for the course the internship
  • 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
  • Strong oral and writing skills
  • An interest in tax, trusts, and/or financial planning
  • Ability to adapt to change and take initiative
  • Ability to ask questions and write 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.

  This internship is benefits ineligible.

  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.

  Company Video

  CLICK HERE to watch a company video

• About the company

  Ameritas Life Insurance Corp. is a mutual insurance company.

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