Intern 2027 - Wealth Advisory Group

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:   Join our Wealth Advisors Group Team as a Summer Intern, providing essential support to our LPL corporate employee advisors and support professionals. This program is designed to provide comprehensive learning experience in a team-based call center environment that delivers investment advice and guidance over the phone. You'll be challenged with passing the Securities Industry Essentials (SIE) exam while working on key initiatives to help the Wealth Advisors Group deliver a world-class client experience.  Responsibilities:   Shadow financial advisors & the operations team to gain a better understanding of the industry and learn best practices  Attend advice delivery training focused on preparation for initial 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  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  3.0 GPA Minimum  Selected candidates will operate out of the office working on a hybrid schedule (2-3 days in office)  Core Competencies:   Organization and strong communication skills (verbal and written)  Proficiency with Microsoft Office products (Excel, Word, PowerPoint, and Outlook) and Salesforce (CRM)  Goal-oriented mindset with an eagerness to learn.  Preferences:   SIE is preferred or strongly encouraged to have completed before start date   Telephone service/ client relationship management skills   Prior financial tele-sales, trading or call center service experience   Previous experience as financial advisor or delivering advice and guidance to retail clients   Basic understanding of…