Internship Summer 2025- Financial Success Planning Consulting

At LPL Financial, we're more than the nation's largest independent broker-dealer firm and a Fortune 500 company. With office locations in Austin, Tempe, Charlotte, and San Diego and over 9,000 employees, we're talented professionals supporting financial advisors, so they can improve the financial future of their customers. That means your work will touch thousands of people and make a real difference in their lives, as well as your own.

The LPL Early Achievement Program (LEAP) encompasses LPL's early talent initiatives by offering a 10-week, paid, summer internship and full-time entry level programs to promote the next generation of leaders. The program offers internships to sophomores, juniors, seniors, and graduate students.

Our University Relations team is invested in recruiting talented individuals that will have the opportunity to develop personally and professionally while supporting the strategic vision of our company. Join us and explore everything you can do as we build tomorrow, together.

Job Overview:

This internship will join LPL's growing Financial Planning Success team and directly support our dedicated Financial Planning Success Coaches. This team is focused on supporting our advisors to ensure they have the tools needed to grow and scale their financial planning services within their existing practice.

What You'll Do:

• Support Financial Planning Success Coaches with client meetings and deliverables
• Support the execution and follow up of team webinars focused on growth solutions within Financial Planning
• Review data and trends of successful engagement strategies
• Complete compliance tasks as needed
• Assist with curation of PowerPoint presentations and materials

What You'll Bring:

• An interest and curiosity in Wealth Management and Consulting
• Data driven and detail-oriented mindset
• Advanced level Microsoft Suit (Excel, PowerPoint, Outlook)
• Experience with Smartsheet is a plus

What is the summer internship schedule?

• Full- time program for 10 weeks in the summer of 2024; Monday through Friday during day-shift for 40 hours a week
• Semester system dates: 6/2/24 - 8/8/24
• Quarter system dates: 6/16/24 - 8/22/24

Disclaimer for international students:

• Positions offered are for full time work at 40 hours per week
• Please consult your Designated School Official to confirm your ability prior to applying
• Also, you will need to obtain an approved I-120 (Certificate of Eligibility for Nonimmigrant Student Status) for CPT employment

Ready to take the LEAP?

• Hear from previous interns about their #LEAPatLPL experience on YouTube
• Learn more about LPL Financial, who we are, what we believe in and our commitments to building tomorrow, together.

Hourly Rate:
25.00/hour

The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location.

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lp lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.