Ludacka Wealth Partners ยท 17 hours ago
Financial Planning Analyst Intern
Omaha, NE
Internship
Onsite
InternLudacka Wealth Partners is a financial planning and advisory firm, offering wealth management and comprehensive insurance coverage. The Financial Planning Analyst Intern will support financial advisors by assisting with financial plan preparation, client meeting materials, and operational follow-through, gaining hands-on exposure to the financial planning process.
Financial ServicesLife InsuranceWealth Management
Responsibilities
Assist with the preparation of financial plans and planning analyses to support client meetings, including cash flow, retirement projections, risk management, and scenario modeling
Generate and maintain planning-related reports, illustrations, summaries, and meeting materials
Support case preparation prior to client meetings, including data gathering, plan updates, and documentation review
Maintain accurate data across planning software, CRM systems, and internal platforms
Identify opportunities to improve workflows, organization, and operational efficiency
Gain exposure to investment operations processes such as account servicing, documentation review, and internal controls (training and supervision provided)
Other duties as assigned
This is an hourly position focused on planning and preparation- no sales or business development is involved
Qualification
Required
High attention to detail, strong organizational skills, and a high degree of accountability
Demonstrate the highest level of integrity, sound judgement, and professionalism
Ability to work through complex & ambiguous situations with limited formal authority
Proactive mindset with the ability to anticipate needs and resolve issues independently
Comfort operating in in a fast-paced professional environment
Strong interest in building a long-term career as a financial advisor
Pursuing or recently completed a degree in finance, business, accounting, economics, or a related field
Proficiency with Microsoft Office; comfort learning new planning and CRM systems
Preferred
Ability to work year-round or during the academic year (preferred), with increased availability during summer months
Company
Ludacka Wealth Partners
Ludacka Wealth Partners offers financial planning services, focusing on client security and trust.
Founded in 1997
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase