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 financia l 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 202 7 or May 202 8
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)
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
P LEASE 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…