Intern - Wealth Advisory Group

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:

Join our Wealth Advisors Group Team as a Summer Intern, providing essential support to our LPL corporate employee advisors and support professionals. This program is designed to provide comprehensive learning experience in a team-based call center environment that delivers investment advice and guidance over the phone. You'll be challenged with passing the Securities Industry Essentials (SIE) exam while working on key initiatives to help the Wealth Advisors Group deliver a world-class client experience.

The ideal candidate should be local to the Tempe office during the time of the internship and will work on a hybrid schedule. (3 days in the office)
Responsibilities:

Shadow financial advisors & the operations team to gain a better understanding of the industry and learn best practices

Attend advice delivery training focused on preparation for initial entry as a financial advisor

Prepare for and work towards passing the Securities Industry Essentials (SIE) exam Assist with client communication, including scheduling meetings and preparing presentations

Report on industry trends, market conditions, and financial regulations to support the team Participate in team meetings and contribute ideas for improving client service processes

Support the completion of key IFS projects and initiatives

Support the IFS team by participating in client outreach campaigns

Provide general administrative support to the Financial Advisors and support professionals

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 20283.0 GPA Minimum Offer is contingent upon successful background screening and agreement to be local to the Tempe office
- Selected candidates will operate out of the office working on a hybrid schedule (2-3 days in office)

Core Competencies:

Organization and strong communication skills (verbal and written)
Proficiency with Microsoft Office products (Excel, Word, PowerPoint, and Outlook) and Salesforce (CRM)
Goal-oriented mindset with an eagerness to learn.

Preferences:

SIE is preferred or strongly encouraged to have completed before start date Telephone service/ client relationship management skills

Prior financial tele-sales, trading or call center service experience

Previous experience as financial advisor or delivering advice and guidance to retail clients

Basic understanding of financial planning concepts, investment markets, and account types

Entrepreneurial mind set, self-starter and quickly adapt to a fast-paced environment

Proficient in Microsoft Office and web-based applications

Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills

Summer 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

PLEASE NOTE:

This role follows a priority…