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Internship Series 65 License Jobs (NOW HIRING)

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 ...

W3Global Inc.

Fiduciary Advisor

Olympia, WA · On-site

$60K - $80K/yr

Active Series 65 License * Active Life & Health Insurance License * Strong relationship management skills * Strong communication and presentation skills * Public speaking experience * Strong ...

Rho Technologies

Treasury Advisor

New York, NY · On-site

$115K - $150K/yr

The ideal candidate is a licensed investment adviser representative (Series 65) who understands both traditional wealth management and the evolving fintech ecosystem. You are comfortable working in a ...

Rho

Treasury Advisor

Manhattan, NY · On-site

$115 - $150/hr

The ideal candidate is a licensed investment adviser representative (Series 65) who understands both traditional wealth management and the evolving fintech ecosystem. You are comfortable working in a ...

CBIZ

Retirement Plan Sales Consultant

Phoenix, AZ · Hybrid

FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date). * 5+ years of experience in retirement plan sales, financial services, or a related field.

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

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 ...

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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 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.

Wealth Manager

Addison Group

Peoria, AZ • On-site

$100K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

Job Title: Wealth Manager (2 Openings)
Location (City, State): Peoria, AZ
Compensation: $100K-$120K base during ramp-up, then $70K base + commission (10-20 bps);
Industry: Financial Services
Benefits: This position is eligible for health, dental, and vision coverage (75% employer-paid), 401(k) with 5% match, Roth option, PTO starting at 3 weeks/year, sick time, educational support, and annual award trips for goal achievement.
About Our Client:
Addison Group is hiring on behalf of a growing wealth management firm focused on helping clients save, invest, and plan for retirement with conservative, lower-risk strategies. The firm emphasizes a culture of collaboration, professional growth, and long-term career opportunity, with a strong retention rate and promotion-from-within philosophy. Advisors have access to AI-driven lead generation tools and a highly supportive team environment.
Job Description:
This Wealth Manager role offers a structured career path with a three-month training program before engaging in client-facing activities. Candidates will learn a consultative sales approach, obtain licensing if needed, and develop a book of business while delivering high-quality financial presentations.
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 and expand a portfolio of clients
• Conduct polished presentations, including group seminars and dinners
• Generate new assets consistently, with growth expectations of $2M+ per month when fully ramped
• Leverage internal marketing and AI-enabled lead tools
• Manage client relationships using CRM and portfolio management platforms (Salesforce, Orion, Wealthscape)
• Maintain a disciplined daily routine to drive consistent prospecting and client follow-up
Qualifications:
Required:
• 10+ years professional experience in insurance, financial services, fundraising, or consultative sales
• Bachelor's degree
• Polished, professional presence with strong public speaking skills
• Demonstrated ability to generate revenue through presentations
• High level of discipline and structured daily habits
• Ability to quickly build trust and establish high-level connections
Preferred:
• Series 65 license or willingness to obtain during training
• Experience using Salesforce, Orion, or Wealthscape
• Experience in growth-focused, team-oriented environments
Culture Fit / Soft Skills:
• Growth mindset and coachable nature
• Team-first mentality and collaboration-focused
• Strong morning routine and personal development habits
• Comfortable presenting to groups and leading client-facing events
Additional Details:
• Reporting to Director of Sales
• Small team, highly collaborative environment
• Flexible work-life balance with weekly half-day Fridays
• Opportunities for long-term growth and uncapped earnings potential
• Stable, growing firm with a strong emphasis on teamwork and AI-driven client acquisition
Perks:
• Access to high-quality leads through AI and internal marketing
• Low turnover with 95% retention among senior staff
• Professional development and education support
• Award trips for goal attainment
• Collaborative, people-first office environment
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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