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Internship Finra Series 66 Jobs (NOW HIRING)

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed. At Principal ...

Principal

Entry-Level Financial Advisor

Kalamazoo, MI

$76K/yr

We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed. At Principal ...

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Internship Finra Series 66 information

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How much do internship finra series 66 jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for internship finra series 66 in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 per hour, depending on experience, location, and employer.

What do internship Finra Series 66 do?

An internship related to the FINRA Series 66 typically involves gaining experience in securities regulations, investment advisory, and financial planning. Interns may assist with compliance, client research, and supporting licensed professionals while preparing for the Series 66 exam, which qualifies individuals to work as securities agents and investment adviser representatives.

What is the difference between Internship Finra Series 66 vs Financial Advisor Intern?

AspectInternship Finra Series 66Financial Advisor Intern
CertificationsTypically requires passing the Series 66 examUsually no certification required, but may prepare for exams
Work EnvironmentFinancial firms, brokerage houses, compliance rolesFinancial planning firms, banks, investment firms
Industry UsageRegulatory and compliance roles, licensingClient-facing financial planning and advice

The Internship Finra Series 66 focuses on regulatory knowledge and licensing for securities agents, often serving as a stepping stone to licensing exams. In contrast, a Financial Advisor Intern typically gains experience in client service and financial planning without necessarily holding a license. Both roles are common in the finance industry but serve different functions and career paths.

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Internship Finra Series 66 jobs near you

Sr. Associate Financial Planner - FINRA Series 7 and Series 66

Talent Search PRO

Bellevue, WA

$75K - $83K/yr

Full-time

Re-posted 17 hours ago

Job description

Sr. Associate Financial Planner (High-Net-Worth Clients | CFP® | Series 7 & 66)

Location: Bellevue, WA
Salary: $75,000 - $83,000

What's In It for You?

• Work directly with high-net-worth clients and experienced financial planners
• Gain exposure to comprehensive wealth management and financial planning strategies
• Participate in portfolio management, investment research, and financial planning initiatives
• Contribute to Investment Committee activities and portfolio decision-making
• Opportunity to independently manage client relationships and grow professionally
• Collaborative environment with mentorship from senior planning and investment professionals
• Long-term career path within a growing wealth management practice

Overview

Seeking a detail-oriented financial planning professional to support high-net-worth clients through comprehensive financial planning, investment management, and relationship development. This role combines client-facing responsibilities with portfolio management, investment research, and planning implementation.

What You Will Be Doing

• Assist in preparing for and participating in client meetings
• Analyze client financial situations and develop planning recommendations
• Prepare meeting agendas, financial planning documents, and investment policy statements
• Coordinate implementation of planning strategies with external professionals when necessary
• Manage ongoing client relationships and provide exceptional client service
• Assist with trading, rebalancing, tax-loss harvesting, and portfolio maintenance activities
• Conduct investment and fund research under the guidance of senior investment leadership
• Support Investment Committee initiatives and portfolio review processes
• Monitor client portfolios and asset allocations to ensure alignment with objectives
• Maintain accurate client records and planning documentation

What You Will Need

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Active FINRA Series 7 and Series 66 licenses (or recognized equivalents)
• CFP® designation or other relevant financial planning credential
• Experience supporting financial planning and wealth management clients
• Strong financial analysis and investment knowledge
• Excellent attention to detail and organizational skills
• Ability to work independently and manage multiple priorities
• Strong communication and relationship-building abilities

Ideal Candidate

A wealth management professional with active FINRA licenses and a CFP® designation who enjoys working with high-net-worth clients, providing financial planning support, managing investment portfolios, and developing long-term client relationships.