2026 Summer Internship- Wealth Advisor Group

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.

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 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

• 3.0 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.

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.

Summer Internship Schedule:

• Full- time program for 10 weeks in the summer of 2026; Monday through Friday during dayshift for 40 hours a week

• Dependent on team needs, work locations could be remote, hybrid or in office (Tempe)

•    Interns should plan to participate for the entire program. Program dates: June 1, 2026-August 7, 2026

Disclaimer for international students:

• At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.

• 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.

Hourly Rate:

The hourly amount is dependent on a number of factors, including the applicant’s skill, experience, and work location. 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered i