Legal Intern - Financial Planning at Ameritas

Ameritas Agency and Advisor Distribution is looking for a Legal Intern – Advanced Financial Planning 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.

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.

This internship would start as soon as possible. This is a hybrid role working partially in-office and partially from home.

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

• Second year law student or higher preferred. First year law students will be considered.
• Enrolled in college program, at least part-time, 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, 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 and eager to learn
• Ability to adapt to change and take initiative
• Ability to 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. 

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, work location, skill set, and candidate level of experience to ensure pay equity within the organization.

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.