Intern - Transition Support Partner

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

Our Investment Transition Partner (ITP) team is seeking an intern for Summer 2027. The team works to create positive client experiences by reducing ramp-up and onboarding time so advisors can remain focused on their businesses. The ideal candidate will be based in Fort Mill, SC and participate in a hybrid work schedule of 2–3 days per week in the office at the discretion of the intern and manager.

Responsibilities:
• Gain immediate exposure to the financial services industry and work alongside Transition Support Partners supporting Investment Mapping and Advisory platforms.
• Contribute to all aspects of project work streams, including scoping and structuring problems, conducting analyses and research, and creating presentations.
• Assist with onboarding and transition-related activities that support a positive advisor and client experience.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:
• Currently enrolled in an undergraduate degree program with an expected graduation date of December 2027 or May 2028.
• Interest in the financial services industry.
• Offer is contingent upon successful background screening.
• Must be local to the Fort Mill/Charlotte area or San Diego area and able to work a hybrid schedule (2–3 days in office).

Core Competencies:

• Strong communication, collaboration, and time management skills.
• Proficiency with Microsoft Office products, including Excel, Word, PowerPoint, and Outlook; ability to utilize formulas and VLOOKUP functions in Excel.
• Strong analytical and problem-solving abilities.

Preferences:
• Experience with Smartsheet, Tableau, Power BI, or Salesforce preferred but not required.
• Previous internship, project, or coursework experience related to finance, business, or analytics.

Summer 2027 Internship

Schedule:

• Full - time position for 10 weeks in the summer of 2027;
Monday through Friday, working 40 hours a week during business operating hours.
• Internship dates: 6/1/2027 – 8/6/2027

Disclaimer for international students:
• At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.
• You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.
• Positions offered are for full-time work at 40 hours per week.
• Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

Hourly Rate:$25

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

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (…