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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 ...

Rose Wealth

Be Seen First

Financial Advisor

Lubbock, TX · On-site

$70K - $250K/yr

Series 7 License * Series 65 License * Texas Insurance License * Expertise in financial planning, investment strategies, and risk management * Strong skills in client relationship management ...

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 ...

Addison Group

Wealth Manager

Peoria, AZ · On-site

$100K - $120K/yr

Key Responsibilities: • Complete a formal 3-month advisor training program • Learn and apply the firm's consultative sales methodology • Obtain Series 65 license if not currently held • Build ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$74K - $99K/yr

FINRA Series 65 licensed MINIMUM: Job Skills: * Great communicator with strong interpersonal skills * Systems thinking and complex problem solving * Attention to detail, yet ability to grasp big ...

CBIZ, Inc.

Senior Investment Consultant

Cleveland, OH · On-site

$114K/yr

Series 65 license Qualifications Minimum Qualifications * High School Diploma or GED required * At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or ...

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Internship Series 65 License information

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

As of Aug 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.

How hard is it to get a series 65 license?

The Series 65 license is considered moderately challenging, requiring candidates to pass a comprehensive exam covering investment advisory laws, regulations, and ethics. Preparation typically involves studying for several weeks using exam prep courses or materials, and a good understanding of financial concepts and regulations is essential for success.

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 jobs can I do with a series 65 license?

A Series 65 license qualifies individuals to work as investment adviser representatives, providing financial planning, investment advice, and portfolio management services. It is required for roles such as financial advisors, wealth managers, and investment consultants who offer personalized financial guidance to clients. The license enables professionals to operate independently or within firms, often requiring knowledge of securities, regulations, and client needs.

What types of responsibilities can an intern expect while pursuing a Series 65 license at a financial firm?

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 does a series 65 license allow you to do?

A Series 65 license authorizes individuals to act as Investment Adviser Representatives, providing financial advice and managing client portfolios. It qualifies them to give investment recommendations, charge fees, and operate in a fiduciary capacity within the securities industry. Passing the exam is required to register with state securities regulators and offer investment advisory services legally.

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.

How to make money with a series 65 license?

A Series 65 license qualifies individuals to work as investment adviser representatives, allowing them to charge fees for financial planning, investment advice, and portfolio management services. Income is generated through client fees, commissions, or a combination of both, depending on the business model and services offered. Having strong knowledge of securities, compliance, and client relationships is essential for success in this role.

What are the key skills and qualifications needed to thrive as an intern seeking a Series 65 license, and why are they important?

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.
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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 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, with an average salary of $36,265 per year, or $17.4 per hour.

Senior Investment Advisor(Series 65)

Premier Tax Advising & Bookkeeping

Bismarck, ND • On-site

$136K - $136K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Senior Investment Advisor (Series 65)

?? Bismarck, North Dakota
?? Full-Time | Growth Opportunity

Are you a financial advisor tired of cold calling and wearing too many hats? Looking for a career opportunity where qualified client relationships already exist?

Wealth Plus of the Dakotas, a growing Registered Investment Advisory firm, is seeking a Senior Investment Advisor to help expand our investment and financial planning services within our established tax, accounting, and payroll firm serving Tax and accounting 700+ active clients.

This is a rare opportunity to build a long-term advisory practice inside a respected professional tax and accounting firm with built-in referral opportunities and a collaborative, technology-driven environment.

What You’ll Do

  • Partner with tax and accounting professionals to onboard clients needing investment and retirement planning services

  • Develop trusted client relationships and provide personalized financial guidance

  • Educate clients on the Wealth Plus investment philosophy and comprehensive planning approach

  • Align portfolio strategies with client goals and risk tolerance

  • Oversee onboarding and asset transfer processes

  • Help grow assets through referrals and relationship development

  • Collaborate with internal teams to deliver an exceptional client experience

What We’re Looking For

  • 3+ years of financial services or wealth management experience

  • Series 65 license (or ability to obtain upon hire)

  • Existing book of business preferred

  • Strong relationship management and business development skills

  • Professional, growth-oriented mindset with a passion for helping clients

Why Advisors Are Excited About This Opportunity

  • Access to an established client base of 700+ individuals and businesses

  • Warm referral opportunities through trusted tax and accounting relationships

  • Opportunity to grow your practice without starting from scratch

  • Collaborative team environment integrating tax planning and wealth management

  • Modern technology and operational support designed to help you scale

Compensation & Benefits

  • Uncapped performance-based compensation with strong six-figure earning potential

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents

  • 4% company 401(k) match

  • Over 10 days of paid time off annually

At Wealth Plus of the Dakotas, we are building more than an advisory business, we are building long-term client relationships and a firm where talented professionals can grow their careers and make a meaningful impact.

Apply today to learn more about joining Wealth Plus of the Dakotas.


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