Advanced Planning- Financial Planning Intern

Advanced Planning- Financial Planning Intern | Lincoln, NE, United States | Hybrid | $13.33 - $26.67/hr

We're hiring on behalf of a distinguished financial services organization dedicated to helping individuals achieve financial security. This company is known for its wide range of trusted products, including insurance, investments, and wealth management services, all underpinned by a strong "Fulfilling Life" mission. They foster a culture that prioritizes employee well-being, community involvement, and professional growth.

The Role

• Support the Advanced Planning team in developing comprehensive financial plans for clients.
• Prepare financial plan outputs, charts, and scenario models using specialized software.
• Assist in the creation of tailored financial plans covering cash flow, insurance, retirement, and tax strategies.
• Generate life insurance and annuity illustrations for financial and retirement planning cases.
• Track opportunities through the sales cycle and maintain accurate records in CRM systems.
• Contribute to drafting and preparing marketing content for compliance review.

What You'll Need

• Current enrollment as an incoming junior or senior pursuing a degree in Finance or a related business field.
• Commitment to complete the internship duration (one to two years), working full-time in summer and part-time during the academic year.
• Demonstrated interest in sales, finance, insurance, and financial planning.
• Strong verbal and written communication skills, with the ability to articulate business concepts accurately.
• Self-motivated and proactive approach, with a keen ability to learn new concepts quickly.
• Excellent relationship-building skills and a high degree of adaptability.

What's On Offer

• Hands-on experience in financial analysis, case preparation, and financial planning tools.
• Opportunity to gain industry experience with a reputable financial services provider.
• Exposure to professional development, inclusion, and diversity initiatives.
• A collaborative and supportive team environment focused on helping clients achieve their financial goals.

Apply via Haystack today!