Investor Solutions Intern

About the position

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 Programs 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.

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

Requirements

• Currently enrolled in a Bachelor's or Master's degree program in Business, Finance, Communications, Psychology, or a related field
• Strong communication and interpersonal skills
• Excellent organizational skills and attention to detail
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Eagerness to learn and adapt in a fast-paced environment

Benefits

• Hands-on experience in a professional service organization
• Opportunity to work on meaningful projects that impact the business
• Mentorship and guidance from experienced professionals
• Networking opportunities with industry leaders
• A supportive and collaborative work environment