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.
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.
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.
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.
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.
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.
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 ...
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 ...
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.
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.
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.
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.
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.
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.
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.
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.
Wealth and Investment Associate
Phoenix, AZ · On-site
$85 - $120/hr
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 ...
Wealth and Investment Associate
Phoenix, AZ · On-site
$85 - $120/hr
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 ...
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.
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.
Entry Level Wealth Associate
Lansing, MI · On-site
$65K - $75K/hr
Series 65 License preferred * Experience with eMoney or other financial planning software Knowledge, Abilities and Skills: * Ability to build deep relationships and trust with clients, team members ...
New
Entry Level Wealth Associate
Lansing, MI · On-site
$65K - $75K/hr
Series 65 License preferred * Experience with eMoney or other financial planning software Knowledge, Abilities and Skills: * Ability to build deep relationships and trust with clients, team members ...
New
Associate Advisor - Middleton, WI
Middleton, WI · On-site
$65K - $85K/yr
Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months. * Associate Advisors are expected ...
Associate Advisor - Middleton, WI
Middleton, WI · On-site
$65K - $85K/yr
Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months. * Associate Advisors are expected ...
Associate Advisor - Middleton, WI
Middleton, WI · Hybrid
$65K - $85K/yr
Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months. * Associate Advisors are expected ...
Associate Advisor - Middleton, WI
Middleton, WI · Hybrid
$65K - $85K/yr
Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months. * Associate Advisors are expected ...
Financial Advisor
Atlanta, GA · On-site
$90 - $130/hr
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Financial Advisor
Atlanta, GA · On-site
$90 - $130/hr
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Financial Advisor
Atlanta, GA · On-site
$90 - $140/hr
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Financial Advisor
Atlanta, GA · On-site
$90 - $140/hr
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Financial Advisor
Atlanta, GA · On-site
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Financial Advisor
Atlanta, GA · On-site
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Tax Manager/Senior Accountant
Norfolk, NE · On-site
Series 65 license is preferred but can be obtained after employment in order to provide investment management services. * Knowledge of Microsoft Office Series--Excel, Word and Outlook. * Knowledge of ...
Quick apply
Tax Manager/Senior Accountant
Norfolk, NE · On-site
Series 65 license is preferred but can be obtained after employment in order to provide investment management services. * Knowledge of Microsoft Office Series--Excel, Word and Outlook. * Knowledge of ...
FINRA Series 65 license (or willingness to obtain within 6 months of employment)
FINRA Series 65 license (or willingness to obtain within 6 months of employment)
Financial Advisor
Atlanta, GA · On-site
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Financial Advisor
Atlanta, GA · On-site
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Financial Advisor
Atlanta, GA · On-site
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Financial Advisor
Atlanta, GA · On-site
This role requires a FINRA Series 65 license or the ability to obtain one within 180 days of hire, as well as a Life & Health Insurance license or the ability to obtain one within 60 days of hire.
Internship Series 65 License information
See salary details
$9.38 - $10.86
1% of jobs
$10.86 - $12.35
3% of jobs
$12.35 - $13.83
3% of jobs
$14.74 is the 25th percentile. Wages below this are outliers.
$13.83 - $15.32
29% of jobs
The median wage is $16.46 / hr.
$15.32 - $16.81
18% of jobs
$16.81 - $18.29
13% of jobs
$19.09 is the 75th percentile. Wages above this are outliers.
$18.29 - $19.78
15% of jobs
$19.78 - $21.26
7% of jobs
$21.26 - $22.75
5% of jobs
$22.75 - $24.24
3% of jobs
$24.24 - $25.72
2% of jobs
$9
$17
$25
How much do internship series 65 license jobs pay per hour?
As of Sep 2, 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?
| Aspect | Internship Series 65 License | Financial Advisor |
|---|---|---|
| Credentials | Typically no license required during internship; Series 65 license needed for independent advising | Series 65 license required to provide investment advice independently |
| Work Environment | Internship setting, often in firms or financial institutions | Client-facing, advising clients on investments and financial planning |
| Industry Usage | Prepares for licensing; part of training process | Licensed 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.
More about Internship Series 65 License jobs
What cities are hiring for Internship Series 65 License jobs?
Cities with the most Internship Series 65 License job openings:
What are the most commonly searched types of Series 65 License jobs?
The most popular types of Series 65 License jobs are:
What states have the most Internship Series 65 License jobs?
States with the most job openings for Internship Series 65 License jobs include:
What job categories do people searching Internship Series 65 License jobs look for?
The top searched job categories for Internship Series 65 License jobs are:
Full-time
Medical, Dental, Vision, Retirement
Re-posted 12 days ago
Job description
#LI-EL1 #LI-Hybrid
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- High School Diploma or GED equivalent
- Some relevant industry experience
- Must obtain required licenses/credentials
- Superior command of verbal, written, presentation, and negotiation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Must be able to travel based on client and business needs
We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions.
The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.
Essential Functions and Primary Duties
- Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
- Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
- Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
- Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
- Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
- Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
- Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
- Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
- Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
- Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.
Preferred Qualifications
- 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.
- Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
- Existing network of contacts within the business and institutional markets preferred.
- Excellent presentation, negotiation, and relationship-building skills.
- Self-motivated with the ability to work independently and meet sales goals.
- Bachelor's degree in Finance, Business, or related field preferred.
Compensation & Benefits
- Competitive base salary + uncapped commission structure
- Comprehensive benefits package (health, dental, vision, 401(k), etc.)
- Professional development support and industry training
- Opportunity for career growth within a top 10 public accounting and financial services firm
- Join our team and help businesses and institutions build strong financial futures for their employees.
About Myers and Stauffer
Sourced by ZipRecruiter
Industry
Accounting services, finance and insurance and health care and social assistance
Company size
501 - 1,000 Employees
Headquarters location
Kansas City, MO, US