Internship Summer 2027 Wealth Advisor 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.

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 a 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)

• 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

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.

• Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2027 or May 2028
• 3.0 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)

• 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.

• 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 mindset, 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

• 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 application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.

Priority Application Date:
September 21 at 11:59 PM PST

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:

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

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…