Intern 2027 - FAR Program - Accounting

LPL Financial; Fort Mill (SC); On-site; CAD 15,670,000 - 22,317,000; Full time

Job summary

LPL Financial is offering a paid 10-week Accounting internship in its Controllership group. You will work on one team for the duration, with responsibilities spanning maintaining records, closing processes, and financial modeling.

Ideal candidates are undergraduate students with a 3.0 GPA, seeking majors in finance or accounting, and prepared to collaborate across FP&A and Technology teams. The program emphasizes mentorship and professional development.

Qualifications

• Pursuing a bachelor’s degree in finance or accounting preferred.
• GPA minimum of 3.0.
• Willing to be local to the Fort Mill/Charlotte office.

Responsibilities

• Maintain accounting records.
• Review monthly closing process and journal entries.
• Design and maintain spreadsheets, reports, and financial models.
• Collaborate with FP&A, Business Operations, and Technology teams.
• Provide support and analysis for general and administrative expenses.

Skills

Collaboration

Initiative

Communication

Problem solving

Creativity

Education

Undergraduate student

Tools

Microsoft Excel

Office 365

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.

Job Overview:

As an Accounting intern within the FAR (Foundational Analyst Rotational) Program, participants will join us for a paid, ten-week summer internship supporting our Controllership group. The internship experience includes networking, relevant work assignments, group projects, social and wellness events, mentorship, and other informative learning sessions with key leaders. Our programming is designed to provide students with a blend of business and professional developmental opportunities that incorporates real- world experiences.

Please note: this is not a rotational internship. You will work on one team for the internship duration.

What you’ll do:

• Responsible for helping maintain the accounting records
• Review the monthly closing process, including the preparation and/or review of journal entries and account reconciliations
• Design and maintain spreadsheets, reports, and financial models.
• Collaborate with FP&A, Business Operations, and Technology teams on financial and operational projects
• Provide support and analysis for the general and administrative expenses of LPL Investment Holdings and its subsidiaries
• Assist with technology investment, software development, and AI monetization analysis

What are we looking for?

• We’re looking for strong collaborators who take initiative 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:

• Current sophomore or junior.
• 3.0 GPA minimum.
• Offer is contingent upon completion of bachelor’s degree, successful background screening, and agreement to be local to the Fort Mill/Charlotte office.

Preferences:

• All majors are considered, but programs focusing in finance or accounting are preferred.
• GPA of 3.3 or higher.
• Basic financial and accounting knowledge (understanding of financial statements, budgeting, forecasting, etc.).
• Leadership experience through student organizations, internships, or projects.
• Intermediate knowledge of Microsoft Excel and other Office 365 platforms.
• Effective communication, detail-oriented, and problem‑solving skills.
• Passionate, driven, open to new opportunities, and proactive.

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 we anticipate that 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 25 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

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