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.