2026 Summer Internship- Wealth Advisor Group

LPL Financial • Tempe, AZ

1d • $25 - $25 • Hybrid

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. 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.

Requirements

• Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2026 or May 2027
• 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.
• 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

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 This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Number of Employees: 5,001-10,000 employees