Summer Internship: Investment 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

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.