Field Management Intern

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.

Overview: We are seeking a motivated and detail-oriented intern to support the daily operations of a financial advisor's branch office . This internship offers hands-on experience in client services, compliance, and administrative support within a professional financial services environment. The ideal candidate is eager to learn, highly organized, and able to manage multiple tasks in a dynamic environment.

This role included both operations support and client service responsibilities. This is an excellent opportunity for individuals interested in a career in wealth management, financial planning, or investment services. Interns will develop professional skills, gain industry knowledge, and build a foundation for future success in the financial field.

- Assist in preparing reports and financial summaries for client review meetings.

- Collect and input financial planning data while assisting with compliance documentation and reporting to support the advisor activities.

- Ensure accurate documentation and organization of client records.

- Assist with client inquiries such as answering phone calls and handling client requests.

- Support client account maintenance, including ongoing account notifications, updating cost basis, and processing deposits.

- Maintain records, document activities in the office CRM software.

- Provide insight into potential areas of improvement.

- Learning about financial services, investment strategies, and client relationship management.

- Work closely with experienced financial professionals, receiving mentorship and training.

- Develop key skills and in financial analysis, CRM software and regulatory compliance.

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.

- Currently enrolled in an Undergraduate degree program

- Interest in the Wealth Management industry

- Proficiency in Microsoft Office (Excel, Word, Outlook)

- Organized, with absolute attention to detail.

- Strong verbal and written communication skills.

- Ability to work independently while effectively managing multiple tasks and priorities.

- Problem solving mindset and willingness to take initiative.

- Client centric approach.

- Team player, collaborative, able to work with and through others.

The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location.

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.

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!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only.

EOE.

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.