Financial Planning Manager

Join a leading financial services team in a hybrid role based in Lincoln, Nebraska. In this Financial Planning Manager position, you will steer the Financial Planning desk, mentor interns and the planner, and collaborate with senior planners to develop advanced planning cases across business, retirement, estate, charitable and tax planning. The role offers a competitive salary range of USD 71,000 to 178,000 per year, along with a robust benefits package and a culture centered on collaboration, growth, and service excellence.

Benefits

• 401(k) Retirement Plan with company match and quarterly contributions
• Tuition reimbursement and assistance
• Incentive program bonuses
• Competitive pay
• Flexible hybrid work arrangement
• Thrive Days personal time off
• PTO
• Medical, dental and vision insurance
• Health Savings Account with employer contribution
• Well being programs with financial rewards
• Employee assistance program
• Professional development programs and leadership development programs
• Employee resource groups
• StrengthsFinder program
• Matching donations program
• Paid volunteer time 8 hours per month
• Generous paid maternity and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

Responsibilities

• Lead and develop the financial planning interns and oversee the financial planner, guiding readiness for professional roles after graduation
• Oversee data gathering and entry into financial planning software such as eMoney, MoneyGuide and RightCapital
• Assist in building and reviewing plans covering cash flow, insurance, retirement, tax strategies, estate and charitable considerations toward long term goals
• Ensure accuracy and quality of plan outputs, charts and scenario analyses during reviews with financial professionals
• Collaborate with senior planners to increase adoption of financial planning within advisor practices
• Provide case design consultation to field partners and home office on insurance, annuities, retirement strategies, estate, charitable and business planning
• Assist in advanced case presentations 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 improvements to enhance service delivery
• Coordinate with internal teams to ensure planning strategies align with regulatory and company guidelines

Requirements

• Bachelor's Degree or equivalent experience
• 4 to 7 years of experience in financial planning, advanced planning, or insurance sales
• Strong knowledge of retirement, estate, charitable, business and financial planning strategies
• 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 to 15 percent as needed

Technologies

• eMoney
• MoneyGuide
• RightCapital
• SalesForce

Application details

This position will be open for a minimum of 3 business days or until filled. This role is not open to individuals who are temporarily authorized to work in the United States.

Pay transparency

Ameritas commits to fair and transparent compensation. Sharing salary ranges in job postings reflects our dedication to equitable pay practices.