2026 Summer Internship- Client Success Summer Intern

LPL Financial • Fort Mill, SC

1d • $25 • Hybrid

About The Position

Are you ready to launch your career with a fast-paced, industry-leading organization? LPL’s Client Success Intern Program offers a 10-week paid summer experience designed to accelerate your development and provide exposure to real-world advisor facing work. Throughout the program, you’ll collaborate with senior leaders, contribute to high-impact projects, and gain firsthand insight into how business planning and execution come together to drive business success. You’ll engage in business planning, reporting and event coordination, while developing hands-on experience with the team that serves LPL's elite advisors. The program fosters a collaborative environment where your ideas and contributions are valued, and you’ll have opportunities to network with professionals across the organization and build meaningful relationships. If you’re a motivated and ambitious individual looking to make an impact and grow your career, we encourage you to apply for Client Success Intern Program.

Requirements

• Bachelor’s degree in Finance, Business Management, or a related field
• Minimum 3.3 GPA
• Strong interest in the financial services industry
• Proficient in Microsoft Excel, PowerPoint, and Word
• The ideal candidate should be local to the Fort Mill office during the time of the internship and will work on a hybrid schedule. (3 days in the office)
• Offer contingent on successful background screening
• Ability to analyze and organize data to uncover insights and trends
• Strong attention to detail, time management, and organizational skills
• Comfortable managing multiple priorities in a fast-paced environment
• Clear and confident written and verbal communication
• Full-time position for 10 weeks in the summer of 2026; Monday through Friday, working 40 hours a week during business operating hours
• Dependent on team needs, work locations could be remote, hybrid or in office (Fort Mill, SC office)
• Interns should plan to participate for the entire program.
• Program dates: June 1, 2026-August 7, 2026
• At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future.
• 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.

Responsibilities

• Support business planning and advisor engagement preparation, including assisting with advisor growth reporting, identifying opportunity trends, pulling data and streamlining planning processes.
• Build and maintain advisor dossiers and materials ahead of FOCUS engagements to support effective Success Manager conversations.
• Assist with FOCUS and community event coordination, including RSVP management, scheduling, accommodations, and general administrative support.
• Participate in advisor calls and internal meetings, helping draft agendas and talking points by synthesizing key themes, updates, and insights.
• Maintain and improve Client Success infrastructure, including refreshing templates, cleaning up Salesforce data, liaising with partner teams for updates, and contributing to special projects.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern