About the role#
LPL Financial is seeking a Transition Support Partner intern for the summer of 2027. This 10-week, full-time program offers exposure to the financial services industry. You will work with the Investment Transition Partner team to help reduce onboarding time and support client experiences. This role is a hybrid position, requiring 2 to 3 days per week in the office.
What you'll do#
- Support Investment Mapping and Advisory platforms.
- Contribute to project workstreams by scoping problems and conducting research.
- Create presentations to support team objectives.
- Assist with onboarding and transition-related activities.
- Analyze data to help advisors focus on their business operations.
What you'll need#
- Current enrollment in an undergraduate degree program, with a graduation date of December 2027 or May 2028.
- Proficiency in Microsoft Office, specifically Excel, Word, PowerPoint, and Outlook.
- Ability to use formulas and VLOOKUP functions in Excel.
- Strong analytical and problem-solving skills.
- Ability to work in a team-oriented environment.
- Must be local to the Fort Mill, South Carolina, Charlotte, North Carolina, or San Diego, California areas.
Location & details#
- Locations: Fort Mill, SC; Charlotte, NC; or San Diego, CA.
- Term: Summer 2027 (June 1, 2027, to August 6, 2027).
- Work Modality: Hybrid (2 to 3 days per week in office).
- Compensation: Paid internship at $25 per hour.
- Sponsorship: We are unable to provide sponsorship for this position.
About LPL Financial
LPL Financial is a wealth management firm based in San Diego. Founded in 1989, the company provides investment solutions, technology tools, and practice management services to financial advisors and institutions. It supports approximately 29,000 financial advisors and manages assets for about 7 million clients. The firm operates as a public company and maintains a workforce of over 14,000 employees.
How to get in at LPL Financial
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