Wealth Advisory Summer Intern: Hybrid + SIE Prep

LPL Financial LLC; Fort Mill (SC); Hybrid; USD 28,000 - 34,000; Full time

Job summary

LPL Financial LLC is offering a Summer Internship in the Wealth Advisors Group. The program provides hands-on exposure in a team-based call center environment, including SIE exam preparation and client communications.

This internship is designed for local candidates who will work in a hybrid Tempe office, combining in-office and remote work. Ideal candidates are enrolled in an undergraduate program with a 3.0 GPA minimum, eager to learn, and able to thrive in a fast-paced team setting while

Qualifications

• Currently enrolled in an undergraduate degree with expected graduation in 2027 or 2028.
• Minimum 3.0 GPA.
• Hybrid Tempe office 2–3 days in-office work.

Responsibilities

• Shadow financial advisors and the operations team to learn industry best practices.
• Attend advice delivery training focused on preparation for 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.

Skills

Microsoft Office

Excel

Word

PowerPoint

Outlook

Salesforce

Communication skills

Team collaboration

SIE preferred

Call center experience

Education

Undergraduate degree (expected graduation 2027/2028)

Tools

Salesforce (CRM)

Job description

LPL Financial LLC is offering a Summer Internship in the Wealth Advisors Group. The program provides hands-on exposure in a team-based call center environment, including SIE exam preparation and client communications.

This internship is designed for local candidates who will work in a hybrid Tempe office, combining in-office and remote work. Ideal candidates are enrolled in an undergraduate program with a 3.0 GPA minimum, eager to learn, and able to thrive in a fast-paced team setting while