Active FINRA Series 63 and Series 65 licenses, or Series 66, required * FINRA Fingerprinting ... Internship or early career experience supporting financial advisors, investment professionals, or ...
Active FINRA Series 63 and Series 65 licenses, or Series 66, required * FINRA Fingerprinting ... Internship or early career experience supporting financial advisors, investment professionals, or ...
Financial Planning Analyst
Houston, TX · On-site
$60K - $80K/yr
... 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 ...
Quick apply
Financial Planning Analyst
Houston, TX · On-site
$60K - $80K/yr
... 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 ...
Financial Planning Analyst
Houston, TX · On-site
$65 - $120/hr
... 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 ...
Financial Planning Analyst
Houston, TX · On-site
$65 - $120/hr
... 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 ...
Financial Planning Analyst
Houston, TX · On-site
$60K - $80K/yr
... 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 ...
Financial Planning Analyst
Houston, TX · On-site
$60K - $80K/yr
... 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 ...
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 ...
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 ...
... 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 ...
... 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 ...
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 ...
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 ...
... 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 ...
... 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 ...
Client Service Operations Manager - Wealth Management
Bellevue, WA · Hybrid
$100K - $140K/yr
... interns * A Bachelor's degree * Series 65 license plus FPQP ® or completion of the first CFP ® module (or willingness to obtain within 12 months at Coldstream's expense) * Proficiency with ...
Quick apply
Client Service Operations Manager - Wealth Management
Bellevue, WA · Hybrid
$100K - $140K/yr
... interns * A Bachelor's degree * Series 65 license plus FPQP ® or completion of the first CFP ® module (or willingness to obtain within 12 months at Coldstream's expense) * Proficiency with ...
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 ...
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 ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... role (internships, co-ops, or equivalent experience will be considered). * Series 65 or 66 and state Life & Health Insurance License may berequiredor obtained within 90 days. * Demonstrated ...
... role (internships, co-ops, or equivalent experience will be considered). * Series 65 or 66 and state Life & Health Insurance License may berequiredor obtained within 90 days. * Demonstrated ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
... internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance ... Currently holds Series 65 or ability to pass necessary securities license exam(s) * Experience with ...
Participate in a summer senior speaker series to gain a comprehensive understanding of financial ... It has a presence in 65 countries, with nearly 190,000 employees.The bank employs over 3,500 people ...
Participate in a summer senior speaker series to gain a comprehensive understanding of financial ... It has a presence in 65 countries, with nearly 190,000 employees.The bank employs over 3,500 people ...
Participate in a summer senior speaker series to gain a comprehensive understanding of financial ... It has a presence in 65 countries, with nearly 190,000 employees.The bank employs over 3,500 people ...
Participate in a summer senior speaker series to gain a comprehensive understanding of financial ... It has a presence in 65 countries, with nearly 190,000 employees.The bank employs over 3,500 people ...
Junior Wealth Advisor - The Baldwin Group Financial Services
Irvine, CA · On-site
$80K/yr
... role (internships, co-ops, or equivalent experience will be considered). * Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days. * Demonstrated ...
Junior Wealth Advisor - The Baldwin Group Financial Services
Irvine, CA · On-site
$80K/yr
... role (internships, co-ops, or equivalent experience will be considered). * Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days. * Demonstrated ...
Internship Series 65 information
What is the difference between Internship Series 65 vs Financial Advisor Intern?
| Aspect | Internship Series 65 | Financial Advisor Intern |
|---|---|---|
| Required Credentials | Typically no licensing required during internship; Series 65 exam may be pursued later | Often involves studying for Series 65 or Series 7 exams |
| Work Environment | Financial firms, investment advisory firms, or broker-dealers | Financial planning firms, banks, or investment companies |
| Employer & Industry Usage | Used as a stepping stone for licensing and career in investment advisory | Internship 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.
What cities are hiring for Internship Series 65 jobs?
Cities with the most Internship Series 65 job openings:
What are the most commonly searched types of Series 65 jobs?
The most popular types of Series 65 jobs are:
What states have the most Internship Series 65 jobs?
States with the most job openings for Internship Series 65 jobs include:
What job categories do people searching Internship Series 65 jobs look for?
The top searched job categories for Internship Series 65 jobs are:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 25 days ago
Job description
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Wealth Solutions - Investment Advisor supports Empower's Wealth Solutions organization by guiding clients through the initial steps of achieving their financial goals. This advisory role is designed for licensed investment professionals who are building a career in wealth management. Through direct client engagement, mentorship, and hands-on experience with Empower's holistic financial planning process, Investment Advisors develop the knowledge and skills needed to progress into Senior Financial Advisor roles. Working primarily with clients who have less than $100,000 in total assets, Investment Advisors introduce clients to Empower's advisory experience, assist with consolidating outside assets, and establish the foundation for long-term financial relationships.
What You Will Do
Conduct financial consultations with new and existing clients to understand financial goals, evaluate outside assets, and recommend Empower wealth management solutions aligned with client objectives
Guide clients through the onboarding process into Empower's Wealth Solutions program, including account opening and asset consolidation
Utilize Salesforce CRM, Empower's digital planning tools, and other technology platforms to document client interactions, manage opportunities, and execute follow-up activities
Partner with Senior Financial Advisors and Relationship Management teams to ensure seamless client transitions as financial needs become more complex
Apply Empower's consultative conversation framework to deliver personalized, goal-based financial discussions
Maintain current knowledge of investment products, retirement planning strategies, market trends, and Empower's service offerings
Meet or exceed established activity, client engagement, and conversion goals that support client growth and retention
Participate in coaching, training, licensing, and ongoing professional development programs to strengthen advisory capabilities
Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements
Perform other duties as assigned in support of departmental and organizational objectives
Bachelor's degree in Business, Finance, Economics, or a related field, or an equivalent combination of education and experience
Active FINRA Series 7 license required
Active FINRA Series 63 and Series 65 licenses, or Series 66, required
FINRA Fingerprinting required
State Life and Health Insurance License preferred
Candidates who possess the required FINRA licenses and prior experience in financial services, wealth management, investment services, banking, or other client-facing financial roles are strongly preferred
Internship or early career experience supporting financial advisors, investment professionals, or wealth management teams is desirable
Strong communication, listening, and relationship-building skills with the ability to establish trust and deliver an exceptional client experience
Experience using CRM systems, preferably Salesforce, and financial planning technology
Strong organizational skills with the ability to manage multiple priorities in a fast-paced, client-focused environment
Demonstrated integrity, accountability, professionalism, and commitment to regulatory compliance
Passion for helping clients build financial confidence and achieve their long-term financial goals
Experience in wealth management, investment advisory services, retirement planning, or financial planning
Demonstrated success building client relationships and achieving client engagement or business development goals
Knowledge of retirement products, advisory solutions, and financial planning concepts
Ability to navigate change and thrive in a collaborative, team-oriented environment
Commitment to continuous learning and long-term career growth within Wealth Solutions
#PJPW2
#LI-Remote
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time - 16 hours per calendar year
- Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$50,300.00 - $69,125.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
08-24-2026Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower's free newsletter.
About Empower MediaMarketing
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
Cincinnati, OH, US
Year founded
1985