2026 Summer Internship- Wealth Management Summer Intern

Are you ready to start your career with a dynamic, industry-leading company to accelerate your growth and development?

Then our Wealth Management Intern Program is the place to start. LPL’s WM group is responsible for delivering the portfolio of best-in-class solutions - from investment products, to trading and rebalancing, to financial planning and beyond - that enable advisors and institutions to offer a differentiated end-to-end wealth management experience for their clients. We build our success around passionate people and are always in search of engaged professionals that are up for the challenge of helping continue our growth.

Our 10-week paid summer internship program is designed to provide you with comprehensive and immersive experience. You'll work on real-world projects, contribute to the company's growth and success, and gain valuable experience and insights into the financial services industry. You'll also have the opportunity to network with professionals in your field and build meaningful relationships. If you're a motivated and ambitious individual looking to launch your career, we encourage you to apply for our WM Intern Program.

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:

As a Wealth Management Intern, you will be instrumental in supporting the development and delivery of comprehensive services such as financial planning, investment management, and a range of financial solutions aimed at helping individuals and families build, protect, and transfer their wealth. You will gain exposure to investment advice, retirement and estate planning, tax strategies, risk management, business operations, process improvement, and strategic planning within a dynamic financial environment. Throughout the program, you will collaborate closely with senior team members, contribute to various initiatives, and help enhance the overall effectiveness and success of the department.

Internship opportunities may include hands-on experience in areas such as Strategy and Analytics, Trading, Business Management, Strategic Partners, Overlay, Operations, Trust Officer, and Financial Planning.

Responsibilities:

• Gain immediate exposure to the financial world and an opportunity to work alongside Investment Analysts with a range of experiences.

• Receive training programs that introduce interns to the firm and familiarizes them with our data, research resources, client work, and investment staff

• Contributing to projects that include: asset class research, analyzing investment managers’ portfolios, data retention process improvements, and client reporting improvements.

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 2026 or May 2027

• 3.3 GPA minimum

• Interest in the financial services industry

• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)

• Offer is contingent upon successful background screening and agreement to be local to the Fort Mill, SC or San Diego, CA location

Core Competencies:

• Ability to organize and analyze data

• Organization and strong communication skills (verbal and written)

• Adept at project management and cross-functional collaboration.

• Creative, analytical and strategic thinker

• Strong organizational and time management skills, with attention to detail

• Ability to juggle multiple projects and priorities while maintaining a high level of productivity

• Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word

Summer Internship Schedule:

• Full-time position for 10 weeks in the summer of 2026; Monday through Friday, working 40 hours a week during business operating hours

• Interns should plan to participate for the entire pro