Financial Planning Manager

Ameritas Agency and Advisor Distribution is seeking an Advanced Planning– Financial Planning Manager to lead the Financial Planning desk. This role reports to the Advanced Planning Director and oversees the Financial Planner and financial planning interns that support both senior planners and financial professionals in delivering case preparation and development of comprehensive financial plans for advanced planning cases involving business, retirement, estate, charitable and tax planning.

• This is a hybrid role in Lincoln, NE working partially in-office and partially from home.

What you do:

• Manage and develop the financial planning interns, including overseeing their training toward readiness for financial professional roles post-graduation
• Oversee data gathering and entry into financial planning software (eMoney, MoneyGuide, RightCapital, etc)
• Assist in building and reviewing financial plans involving cash flow, insurance, retirement, tax strategies, estate & charitable considerations towards long-term planning goals
• Ensure accuracy and quality of plan outputs, charts and scenario analyses as plans are reviewed with financial professionals
• Work with senior planners to increase adoption of financial planning in advisor practices
• Provide case design consultation to field partners and home office associates across: insurance (life and disability income), annuities and retirement strategies, estate, charitable and business planning
• Assist in advanced case presentation and provide technical expertise on product strategies
• Track opportunities?and maintain accurate case notes in SalesForce throughout the sales cycle
• Monitor workflow efficiency and recommend process improvement to enhance service delivery
• Collaborate with internal teams and ensure planning strategies and recommendations alight with regulatory and company guidelines

What you bring:

• Bachelor's Degree or equivalent experience required
• 4-7 years of experience with financial planning, advanced planning, or insurance sales
• Strong knowledge of retirement, estate, charitable, business, and financial planning strategies
• CLU and/or ChFC preferred; CFP preferred or working towards completion
• FINRA Series 6 or 7 and Series 65 or 66 required
• Proficiency in financial planning and illustration software
• Strong analytical, communication and leadership skills
• Travel: 10-15% as needed

What we offer:

A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:
• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).

For your professional growth:
• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.

For your community:
• Matching donations program.
• Paid volunteer time– 8 hours per month.

For your family:
• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

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.

 

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.