Intern 2027 - Wealth Advisory Group

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

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. (3 days in the office)

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 environme