The board
- Hours
- Full time
- Where
- Fort Mill/Charlotte
- Posted
- Sep 2
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.
What you'd do
- 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 they want
- 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).
- 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.
- Experience with Smartsheet, Tableau, Power BI, or Salesforce preferred but not required.
- Previous internship, project, or coursework experience related to finance, business, or analytics.
- Full - time position for 10 weeks in the summer of 2027; Monday through Friday, working 40 hours a week during business operating hours.
- Starts
- 2026-08-26