Financial Planning Associate
4 days ago
About Ameritas
Ameritas is a company that believes in Fulfilling Life by providing trusted financial products and advice to help people invest in themselves.
Our mission is to offer quality services that help our customers create a brighter future. As a mutual-based organization, we're committed to professional development, opportunity, inclusion, and diversity.
About the Role
We're seeking a highly motivated Legal Intern – Advanced Financial Planning who possesses a unique set of skills to utilize legal, accounting, and marketing expertise to position Ameritas as a first-class wealth management company.
This individual will assist in preparing high-level case designs for business, estate, and retirement planning cases, utilizing advanced strategies including trusts and charitable strategies.
The successful candidate will also be responsible for creating marketing copy for concepts based on new tax/legal developments, submitting and monitoring content through Ad Review, and assisting with reporting on production results from the Advanced Solutions and Design team.
Requirements
- 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
A competitive salary of $65,000 - $85,000 per year, depending on experience and qualifications.
As an Equal Opportunity Employer, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We believe everyone should feel safe bringing their authentic, whole self to work.
Ameritas has a reputation as a company that cares, and we're committed to professional development, opportunity, inclusion, and diversity.
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