Intern 2027 - Business Development

LPL Financial; Tempe (AZ); Hybrid; USD 29,000 - 40,000; Full time

Job summary

LPL Financial is seeking a Summer 2027 Business Development Internship intern to support the Sales/BD teams. The role involves handling lead flow, collaborating with recruitment teams, and gaining exposure to CRM tools like Salesforce.

The position emphasizes customer-focused collaboration and a proactive, growth-oriented mindset. The internship runs 6/1/2027–8/6/2027, with a 40-hour work week and a hybrid schedule (2–3 days in the office).

Qualifications

• Currently enrolled in an undergraduate degree program with an expected graduation date December 2027 or May 2028.
• Interest in the Sales/Business Development industry.
• Selected candidates must be local to the Fort Mill/Charlotte, Austin, or San Diego offices and will operate on a hybrid schedule (2-3 days in office).

Responsibilities

• Obtain exposure to systems, databases, and other applications used by the company daily.
• Participate in process walkthroughs in accordance with department standards.
• Work in a fast-paced environment interacting with management across multiple business units.
• Practice project management across assignments and projects.
• Expand knowledge through training and online courses.
• Engage in summer programming events to learn about the employer and culture.

Job description

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.

Business Development Associate Internship: Summer 2027

Job Overview:

Our Business Development & Sales teams are seeking Summer 2027 interns. These positions would like the ideal candidates to be local to the San Diego, Austin, or Carolina’s office, functioning off a hybrid schedule at the intern and managers discretion. (2-3 days in the office)

Business Development at LPL Financial is the initial point of contact between LPL & the Financial Advisors. BD interns help build the bridge with advisors seeking greater control over their professional and personal life & our recruitment team. The intern is responsible for driving lead flow into our recruitment teams in order to increase sales. If you are passionate about sales, prospecting & seeing every day how your work can impact on the great goal then this internship role would be a great way to develop your career!

Responsibilities:

• Obtain exposure to systems, databases, and other applications used by the company on a daily basis.
• Participate in process walkthroughs in accordance with department and professional standards.
• Work in a fast-paced environment with opportunities to interact not only with the team’s management but also with other business units’ management.
• Practice project management through handling various assignments and projects.
• Expand knowledge through training and other online courses.
• Get to know us as an employer and experience our working culture up close through our summer programming events.

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 2027 or May 2028.
• Interest in the Sales/ Business Development industry
• Offer is contingent upon successful background screening and agreement to be local to the Fort Mill/Charlotte, Austin, or San Diego offices - Selected candidates will operate out of the office working on a hybrid schedule (2-3 days in office)

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 2027 Internship Schedule:

• Full - time position for 10 weeks in the summer of 2027; Monday through Friday, working 40 hours a week during business operating hours.
• Internship dates: 6/1/2027 – 8/6/2027

PLEASE NOTE: This role follows a priority application approach.Candidates who apply by this date will receive priority consideration, and weanticipatethat most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.

Priority Application Date: September 21 at 11:59 PM PST

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:

$25.00

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 investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. 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(855) 575-6947.

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