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Internship Series 7 66 Jobs (NOW HIRING)

Andsimple

$180 - $300/hr

Requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses. The role involves leading relationships with Ultra High Net Worth (UHNW) clients, serving as a trusted, strategic ...

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Internship Series 7 66 information

How can an internship focused on Series 7 and 66 licensing prepare me for a full-time role in financial advising?

An internship that emphasizes Series 7 and 66 licensing offers hands-on experience with the regulatory knowledge and client interaction skills essential for a financial advisor. You'll gain exposure to the day-to-day responsibilities such as preparing client portfolios, learning compliance protocols, and assisting in investment recommendations under supervision. This experience is invaluable for understanding the industry's regulatory environment and can make you a more competitive candidate for full-time positions. Additionally, working closely with licensed advisors provides networking opportunities and mentorship that can support your long-term career growth.

What are the key skills and qualifications needed to thrive as an intern preparing for the Series 7 and 66 exams, and why are they important?

To thrive as an Intern aiming for the Series 7 and 66, you need strong analytical abilities, foundational finance knowledge, and typically a bachelor’s degree or progress toward one. Familiarity with financial modeling tools, Bloomberg terminals, and preparation for FINRA Series 7 and 66 certifications is common. Attention to detail, initiative, and effective communication skills will help you stand out in this competitive environment. These skills and qualifications are essential for ensuring regulatory compliance, building client trust, and succeeding in complex financial roles.

What is the difference between Internship Series 7 66 vs Financial Advisor?

AspectInternship Series 7 66Financial Advisor
CertificationsTypically involves preparing for Series 7 and 66 examsOften holds Series 7 and 66 licenses, plus additional certifications
Work EnvironmentInternship setting, training-focused, often in financial firmsClient-facing, providing financial planning and investment advice
Industry UsageEntry-level role for aspiring financial professionalsFull-time role providing ongoing financial services to clients

The Internship Series 7 66 is an entry-level training position preparing individuals for licensing exams, while a Financial Advisor is a professional who offers personalized financial advice and services, often holding the same licenses. The internship provides foundational knowledge, whereas a Financial Advisor actively manages client portfolios and financial plans.

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Internship Series 7 66 jobs near you
Infographic showing various Internship Series 7 66 job openings in the United States as of August 2026, with employment types broken down into 12% Internship, 58% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution.

Financial Client Relationship Associate Series 7 & 66 Required

The Stefans Group

Woodbury, NY • On-site

$175K/yr

Other

Posted 3 days ago

New

Job description

If you are the person who pays close attention to detail, and genuinely loves making people feel taken care of, you might be exactly who we are looking for.


You must be a trusted professional who strengthens client relationships, keeps details organized, and helps clients feel confident they are in good hands.


You are the person clients trust, creating a welcoming, professional experience where clients feel known, valued and cared for.


You must be passionate about developing long-term relationships including financial analysis, investment portfolio development, income tax planning, estate planning and overall client financial planning.


Job type: This is a fully in-office position with most client meetings on site.


You must hold valid FINRA Series 7 & 66 licenses. 

Additional licenses:  CFP, CPA or EA a plus  


About Us:

The Stefans Group is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of our client's financial lives. We offer ‘One-stop shopping’ for our client's financial, tax, and financial-related legal needs. Visit us at www.StefansGroup.com to learn more about our company.


Advisor and Team Support


  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.
  • Support income tax services and work flow especially during tax season.
  • Support general administrative needs
  • Support firm marketing needs

Qualifications:

  •  FINRA Series 7 & 66 a prerequisite
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, and other tools is strongly preferred
  • Tax preparation and accounting experience a plus

Compensation 75,000 + commission. Negotiable if transitioning an existing investment book of business.

Job Type: Full-time

Salary: Salary and commission expectation $ 125,000 - $175,000 commensurate with experience.


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