What are the responsibilities and job description for the Legal Intern - Financial Planning position 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
What we offer
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.
