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Internship Series 65 Jobs (NOW HIRING)

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

Series 65 license required, or the ability to sit for the Series 65 within 90 days of hire and ... Internship or professional experience in wealth management, financial planning, investment research ...

New

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

Series 65, CFP or CFA required Skills & Knowledge * Wealth management experience with fee-based ... Demonstrated talent development experience, training new staff, mentoring interns, etc. * Excellent ...

Mariner

Wealth Advisor

Oakbrook Terrace, IL · On-site

$90K - $135K/yr

Series 65, CFP or CFA required Skills & Knowledge * Wealth management experience with fee-based ... Demonstrated talent development experience, training new staff, mentoring interns, etc. * Excellent ...

Mariner

Wealth Advisor

San Diego, CA · On-site

$100K - $150K/yr

Series 65, CFP or CFA required Skills & Knowledge * Wealth management experience with fee-based ... Demonstrated talent development experience, training new staff, mentoring interns, etc. * Excellent ...

Mariner

Wealth Advisor

New York, NY · On-site

$120K - $145K/yr

Series 65, CFP or CFA required Skills & Knowledge * Wealth management experience with fee-based ... Demonstrated talent development experience, training new staff, mentoring interns, etc. * Excellent ...

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Internship Series 65 information

What is the difference between Internship Series 65 vs Financial Advisor Intern?

AspectInternship Series 65Financial Advisor Intern
Required CredentialsTypically no licensing required during internship; Series 65 exam may be pursued laterOften involves studying for Series 65 or Series 7 exams
Work EnvironmentFinancial firms, investment advisory firms, or broker-dealersFinancial planning firms, banks, or investment companies
Employer & Industry UsageUsed as a stepping stone for licensing and career in investment advisoryInternship role for aspiring financial advisors or planners

The Internship Series 65 is an entry-level position focused on gaining industry knowledge, often leading to licensing. A Financial Advisor Intern typically prepares for licensing exams like Series 65 or Series 7, working closely with clients and advisors. Both roles are common in the financial services industry and serve as pathways to becoming licensed financial professionals.

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What are the most commonly searched types of Series 65 jobs? The most popular types of Series 65 jobs are:
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Internship Series 65 jobs near you
Infographic showing various Internship Series 65 job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 80% Full Time, 16% Part Time, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.

Future Agent Internship - State Farm Agent Team Member

Chuck Weed - State Farm Agency

Oxford, PA • On-site

$50K - $75K/yr

Full-time, Contractor, Internship

Medical, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Future Agent Internship – State Farm Agent Team Member

Position Overview: This is a mentorship opportunity for someone seeking a career in the financial services industry and a desire to one day become a State Farm Agent. We offer auto insurance, homeowners’ insurance, renters’ insurance, business insurance, life insurance, disability insurance, annuities, banking products, investment advisory, financial investing services, and so many more services that can help people right here in our community with everything that helps protect or grow their assets.

Future Agent Team Member Responsibilities:

  • Make outbound calls to existing leads or client lists to provide our various financial products and insurance services that fit their needs best
  • Communication and persuasion skills; proficiency in using Client Management software
  • Stay informed about the various insurance products and services offered by State Farm
  • Follow up on leads generated from marketing campaigns or referrals to schedule appointments for licensed Team Members or Agent.
  • Maintain and update a database of prospects and customer interactions
  • Organizational skills to manage and track multiple leads
  • Professional and courteous telephone manners
  • Develop leadership skills and learn marketing strategies to run your own business.
  • Ensure all communications adhere to State Farm guidelines and compliance standards.


Annual Income range: $50,000 - $75,000+ including your Base Salary, plus commissions, & bonuses.

As an Agent Team Member, you will receive..
  • Full-time Position
  • Base Salary, plus commissions, and bonuses based on performance
  • Supplement Health benefit
  • Paid time off (vacation and personal/sick days)
  • Simple IRA eligible after 60 days
  • Growth potential/Opportunity for advancement within my agency
  • Licensing paid by the agency
  • Sign-on Bonus for fully or partially insurance licensed applicants with Property, Casualty, Life, or Health Insurance licensing.

Future Agent Team Member Requirements:

  • Property and Casualty licensing strongly recommended
  • Enthusiastic personality where being kind and helping people is your number one goal.
  • Ability to handle rejection and remain motivated.
  • Friendly, outgoing personality with an Entrepreneurial Spirit who is eager to learn and comfortable making cold calls by phone or in person.
  • Ability to pass all insurance exams and eventually the Series 6, Series 63, and Series 65 investment exams.
  • All level Sales, Entrepreneurial, Finance Related College Junior or College Senior for Summer OR College Graduate.

If you are motivated to help people and can see yourself in this role, please call us at 610-932-2400 to schedule your phone interview with Chuck.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.