Internship Summer 2024 - Business Line Strategy

At LPL Financial, we're more than the nation's largest independent broker-dealer firm and a Fortune 500 company. With office locations in Austin, Boston, Charlotte and San Diego and over 8,000 employees, we're talented professionals supporting financial advisors, so they can improve the financial future of their customers. That means your work will touch thousands of people and make a real difference in their lives, as well as your own.
The Leadership Excellence Achievement Program (LEAP) encompasses LPL's early talent initiatives by offering a 10-week, paid, summer internship and full-time entry level programs to promote the next generation of leaders. The program offers internships to sophomores, juniors, seniors and graduate students.
Our University Relations team is invested in recruiting talented individuals that will have the opportunity to develop personally and professionally while supporting the strategic vision of our company. Join us and explore everything you can do as we build tomorrow, together.
The Business Line Strategy team is seeking a summer intern for 2024. At LPL, the Business Strategy and Growth department partners with financial institutions to consult, support, scale, and grow their Wealth Management business. This position would like the ideal candidate to be local to the Fort Mill functioning off a hybrid schedule at the intern and managers disrection.
What You'll Do

• Conduct industry research and analyze relevant findings and data.
• Organize and support planning for virtual and in person training and implementation of high impact project (we mean Actifi/SPA rollout and follow up).
• Design and build consulting content for Bank and Credit Union leadership team with guidance from the strategy team.
• Leverage relevant software to support research, organize, and translate data for leadership consumption (excel, powerpoint, etc).
• Manage a capstone project supporting Institution Services over the course of the 10 week internship, with presentation to executive leadership upon completion.
• Support project management needs of internal consulting team.
• Build and maintain internal stakeholder decks for ongoing project work.

What You'll Bring

• A self starter mindset with collobration and time management capabilities
• Strong communication skills (written & verbal)
• Proficiency in Office 365 (Powerpoint, Excel)
• Relevant experience or strong interest in the financial services and wealth management industry

What is the summer internship schedule?

• Full- time program for 10 weeks in the summer of 2024; Monday through Friday during day-shift for 40 hours a week
• Semester system dates: 6/3/24 - 8/9/24
• Quarter system dates: 6/17/24 - 8/23/24

Disclaimer for international students:

• Positions offered are for full time work at 40 hours per week
• Please consult your Designated School Official to confirm your ability prior to applying
• Also, you will need to obtain an approved I-120 (Certificate of Eligibility for Nonimmigrant Student Status) for CPT employment

Ready to take the LEAP?

• Hear from previous interns about their #LEAPatLPL experience on YouTube
• Learn more about LPL Financial, who we are, what we believe in and our commitments to building tomorrow, together.

Hourly Rate:
$22-25 per hour
The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location.
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL? Watch this!
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Want to see info on our benefits? Learn more here
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (800) 877-7210.