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Internship Series 65 License Jobs (NOW HIRING)

ValuTeachers

Internal Financial Advisor

Ponte Vedra, FL · On-site

$75K - $250K/yr

As we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory ...

ValuTeachers

Internal Financial Advisor

Ponte Vedra, FL · On-site

$75K - $250K/yr

As we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory ...

FinX

Investment Representative Intern

Los Angeles, CA · On-site

Active Series 65 license OR Candidates must successfully obtain the Series 65 license within one (1) month of employment. Continued employment is contingent upon obtaining the required license within ...

New

Cerity Partners

$70 - $85/hr

Upon obtaining the Series 65 license: + Give basic financial advice + Assist with 401(k) rollovers**Required Qualifications:*** Bachelor's degree* 5+ years of experience**Preferred Qualifications:

New

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Obtain Series 65 license if not currently held * Build and expand a portfolio of clients * Conduct polished presentations, including group seminars and dinners * Generate new assets consistently ...

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Obtain Series 65 license if not currently held * Build and expand a portfolio of clients * Conduct polished presentations, including group seminars and dinners * Generate new assets consistently ...

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Obtain Series 65 license if not currently held * Build and expand a portfolio of clients * Conduct polished presentations, including group seminars and dinners * Generate new assets consistently ...

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How much do internship series 65 license jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for internship series 65 license in the United States is $17.44, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What is an internship Series 65 license?

An Internship Series 65 License refers to the process where interns, typically aspiring financial professionals, study for and take the Series 65 exam while gaining practical experience at a financial firm. The Series 65 license, officially called the Uniform Investment Adviser Law Examination, is required for individuals who wish to act as investment adviser representatives. Earning this license allows individuals to provide investment advice and manage client portfolios. Internships that support this process often offer on-the-job training and study resources to help candidates pass the exam. Successfully obtaining the Series 65 can be a valuable step toward a career in investment advisory or wealth management.

What responsibilities can an intern expect while pursuing a Series 65 license?

As an intern working toward a Series 65 license, you can expect to be involved in supporting licensed advisors with client research, preparing investment reports, and learning about regulatory compliance. You'll often shadow experienced professionals, participate in team meetings, and assist with administrative tasks related to client accounts. This hands-on exposure helps you understand the day-to-day operations of a registered investment advisory firm and prepares you for a future client-facing role. Collaboration with compliance officers and senior advisors is common, especially as you study for and complete the licensing exam.

What skills and qualifications are needed to thrive as an intern seeking a Series 65 license?

To thrive as an intern pursuing a Series 65 license, a foundational understanding of financial concepts, investment strategies, and regulatory compliance is essential, typically supported by relevant coursework or a finance-related degree. Familiarity with financial analysis tools, portfolio management software, and study materials specific to the Series 65 exam is highly beneficial. Strong analytical thinking, attention to detail, and effective communication skills help interns stand out in this field. These competencies are crucial for passing the Series 65 exam and preparing for a successful career as an investment adviser representative.

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

AspectInternship Series 65 LicenseFinancial Advisor
CredentialsTypically no license required during internship; Series 65 license needed for independent advisingSeries 65 license required to provide investment advice independently
Work EnvironmentInternship setting, often in firms or financial institutionsClient-facing, advising clients on investments and financial planning
Industry UsagePrepares for licensing; part of training processLicensed professional providing financial advice and planning services

The Internship Series 65 License is a training phase without licensing requirements, while a Financial Advisor holds the Series 65 license to independently advise clients. The internship helps gain industry experience, whereas a financial advisor actively manages client portfolios and offers financial planning services.

What kind of job can you get with an Internship Series 65 License?

An Internship Series 65 License prepares individuals for roles such as investment analyst, financial advisor, or compliance associate in the securities industry. It demonstrates knowledge of state securities regulations and investment strategies, often serving as a stepping stone to full licensing and client-facing positions. The license is valuable for entry-level roles in financial services firms, investment advisory firms, or brokerage firms.
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Internship Series 65 License jobs near you
Infographic showing various Internship Series 65 License job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 67% Full Time, 25% Part Time, and 6% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $36,265 per year, or $17.4 per hour.

Internal Financial Advisor

ValuTeachers

Ponte Vedra, FL • On-site

$75K - $250K/yr

Contractor

Retirement

Re-posted 11 days ago

Job description

Benefits:
  • Bonus based on performance
  • Opportunity for advancement
  • Training & development

Financial Advisor – Educator Retirement Specialist
$75,000+ Income Potential · Full-Time · 1099 Independent Contractor · 100% Commission
Series 65 License Required · Must reside in the Ponte Vedra, Florida area

Grow Your Career While Helping Educators Retire with Confidence
ValuTeachers Inc.® specializes in helping educators and public service employees build financial security and retire with confidence. As we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory practice.
This role is ideal for professionals who want the independence of a 1099 commission-based business model combined with the infrastructure, support, and mission-driven environment of an established organization.
What Makes This Role Different?
Mission-Driven Work
Serve educators and public service employees who value trusted financial guidance.
Built-In Support to Accelerate Growth
Access proven systems, executive mentorship, and a collaborative advisor team.
Marketing & Operational Infrastructure
Benefit from marketing support, technology platforms, and call-center assistance designed to help you focus on client relationships and revenue growth.
Unlimited Income Potential
Compensation is 100% commission-based, allowing high-performing advisors to scale their earnings based on production.
Licensing (Required)
• Life Insurance License
• Series 65 License

Location Requirement
• Must reside in or near Ponte Vedra, Florida

Experience
• Understanding of 403(b), 457, & small business retirement plans preferred
 • Prior experience in financial advising, retirement planning, or wealth management is strongly preferred
Professional Skills
• Strong relationship-building and communication abilities
• Entrepreneurial mindset with a desire to build a client base
• Bachelor’s degree or equivalent industry experience
Additional Advantage
• Spanish fluency is a plus but not required
Why Advisors Join ValuTeachers
• Align your career with a mission that supports educators and public servants
• Build your advisory practice with turnkey systems and infrastructure
• Receive mentorship and collaboration from experienced financial professionals
• Work with qualified prospective clients, not just cold leads
• Join a company with a strong reputation in the education retirement space

This is a commission-only opportunity. A stipend is provided during the first 90 days to support your ramp-up period, after which compensation transitions to commission.
If you are a licensed financial professional with a Series 65 who wants to build a meaningful and scalable advisory business serving educators, we invite you to apply.