Intern 2027 - Transition Support Partner

LPL Financial; Town of Charlotte (NY); Hybrid; USD 30,000 - 39,000; Full time

Job summary

LPL Financial is seeking a Summer 2027 Investment Transition Partner intern to support onboarding and project work across Investment Mapping and Advisory platforms. This 10‑week, full‑time internship runs 6/1/2027–8/6/2027 with a hybrid schedule (2–3 days in office) in the Fort Mill/Charlotte area.

You will gain exposure to the financial services industry, assist with scoping, analyses, and presentations, and help onboarding activities that keep advisors focused on clients.

Qualifications

• Undergrad student with expected graduation Dec 2027 or May 2028.
• Interest in financial services industry.
• Offer contingent on background screening.
• Local to Fort Mill/Charlotte area or San Diego; hybrid schedule (2–3 days in office).

Responsibilities

• Support onboarding and transition activities for advisors and clients.
• Assist with scoping, analyses, and creating presentations.
• Contribute to project workstreams and other onboarding-related tasks.

Skills

Communication

Collaboration

Time management

Excel

VLOOKUP

Education

Undergraduate degree (expected graduation Dec 2027 or May 2028)

Tools

Smartsheet

Tableau

Power BI

Salesforce

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:

Our Investment Transition Partner (ITP) team is seeking an intern for Summer 2027. The team works to create positive client experiences by reducing ramp-up and onboarding time so advisors can remain focused on their businesses. The ideal candidate will be based in Fort Mill, SC and participate in a hybrid work schedule of 2–3 days per week in the office at the discretion of the intern and manager.

Responsibilities:

• Gain immediate exposure to the financial services industry and work alongside Transition Support Partners supporting Investment Mapping and Advisory platforms.
• Contribute to all aspects of project workstreams, including scoping and structuring problems, conducting analyses and research, and creating presentations.
• Assist with onboarding and transition-related activities that support a positive advisor and client experience.

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 financial services industry.
• Offer is contingent upon successful background screening.
• Must be local to the Fort Mill/Charlotte area or San Diego area and able to work a hybrid schedule (2–3 days in office).

Core Competencies:

• Strong communication, collaboration, and time management skills.
• Proficiency with Microsoft Office products, including Excel, Word, PowerPoint, and Outlook; ability to utilize formulas and VLOOKUP functions in Excel.
• Strong analytical and problem-solving abilities.

Preferences:

• Experience with Smartsheet, Tableau, Power BI, or Salesforce preferred but not required.
• Previous internship, project, or coursework experience related to finance, business, or analytics.

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

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 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!

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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