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Internship Series 65 Jobs (NOW HIRING)

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Client Onboarding Specialist

Northbrook, IL · On-site

$41.02/hr

... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Series 65 or Series 66 license strongly preferred * Familiarity with investment advisory agreements ...

Crewe Advisors

Wealth Analyst

Scottsdale, AZ · On-site

... internship experience * Series 65 license (or equivalent), or willingness to obtain upon employment * Experience with planning software such as eMoney, MoneyGuide Pro, etc. * Experience with CRM ...

Crewe Advisors

Wealth Analyst

Scottsdale, AZ · On-site

... internship experience * Series 65 license (or equivalent), or willingness to obtain upon employment * Experience with planning software such as eMoney, MoneyGuide Pro, etc. * Experience with CRM ...

Mariner

Wealth Planning Analyst

Florham Park, NJ · On-site

$68K - $80K/yr

... Internship experience within a financial planning or wealth management organization. • Commitment to pursuing the Series 65 license within a defined timeframe after hire. Preferred Education and ...

RHS Financial

Wealth Planning Associate

San Francisco, CA · Remote

$70K - $100K/yr

Internship or prior experience in wealth management, banking, or finance * Series 65 licensed * Progress toward CFP ® certification or strong interest in pursuing CFP ® marks * Chartered Financial ...

IMA Financial Group

Retirement Plan Manager

Dallas, TX · On-site

$16.50 - $20.50/hr

Maintains FINRA Series 65 or attains within 90 days of employment. * Project management skills ... These benefits do not apply to internship roles. Why Join IMA? We've built a reputation for putting ...

RHS Financial

Wealth Planning Associate

San Francisco, CA · Remote

$70K - $100K/yr

Internship or prior experience in wealth management, banking, or finance * Series 65 licensed * Progress toward CFP ® certification or strong interest in pursuing CFP ® marks * Chartered Financial ...

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All JobsSeries 65 JobsInternship Series 65 Jobs

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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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.

Financial Planning Analyst

Willis Johnson Wealth

Houston, TX • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. They are also responsible for maintaining the client relationship as the first point of contact for clients. Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities

  • Input data into financial planning software
  • Prepare comprehensive financial plans, reviews, reports and client presentations
  • Prepare Wealth Managers and staff in advance to client meetings
  • Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
  • Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff
  • May perform basic investment research and research client’s company benefits
  • Attend weekly Wealth Management meetings and bi-monthly Investment meetings.
  • Assist with client service and operations
Qualifications
  • Bachelor’s degree in Finance, Business, Accounting or Financial Planning required
  • Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
  • One to three years working experience, or internship in similar industry
  • Currently pursuing either CFP, CFA, or CPA designation
  • Currently possess or pursuing the Series 65 securities licenses
  • Strong technical and interpersonal skills
  • Confident, poised and professional in appearance
  • Ability to take on creative challenges and manage workload on tight deadlines
  • Ability to collaborate and contribute to a team environment
  • Experience in eMoney, Redtail CRM, and Orion software systems preferred.
  • Must be willing to relocate to Houston, TX.
What We Offer
  • Collaborative, Positive Teammates
  • Advancement Opportunities
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters
Compensation & Benefits​​​​​​
  • Salary range: $65,000 - $80,000, plus quarterly bonuses based on company and personal performance.
    • Total Compensation Range with Bonus = $80,000 - $120,000.
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
  • 11 paid holidays and 15 PTO days to use at your discretion.
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families.
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability

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