Financial Planning Manager

Job DescriptionAmeritas 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-graduationOversee 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 goalsEnsure accuracy and quality of plan outputs, charts and scenario analyses as plans are reviewed with financial professionalsWork with senior planners to increase adoption of financial planning in advisor practicesProvide case design consultation to field partners and home office associates across: insurance (life and disability income), annuities and retirement strategies, estate, charitable and business planningAssist in advanced case presentation and provide technical expertise on product strategiesTrack opportunities and maintain accurate case notes in SalesForce throughout the sales cycleMonitor workflow efficiency and recommend process improvement to enhance service deliveryCollaborate with internal teams and ensure planning strategies and recommendations alight with regulatory and company guidelinesWhat you bring:Bachelor's Degree or equivalent experience required4-7 years of experience with financial planning, advanced planning, or insurance salesStrong knowledge of retirement, estate, charitable, business, and financial planning strategiesCLU and/or ChFC preferred; CFP preferred or working towards completionFINRA Series 6 or 7 and Series 65 or 66 requiredProficiency in financial planning and illustration softwareStrong analytical, communication and leadership skillsTravel: 10-15% as neededWhat we offer:A meaningful mission. Great benefits. A vibrant cultureAmeritas 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 BenefitsFor 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 EmployerAmeritas 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 DeadlineThis 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.Job DetailsJob Type: Full-timeCategory: SalesSalaried: Salaried