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.
Strategy & Growth serves as a catalyst for the firm's growth by bringing together corporate strategy, business development, and client activation capabilities. Together, these teams create a seamless experience for advisors and institutions, from initial engagement and affiliation decisions through onboarding, activation, and long-term success on the LPL platform.
Our 10-week paid summer internship program is designed to provide a comprehensive and immersive experience that combines professional development, networking, mentorship, and real-world business impact. Interns will work alongside leaders and subject matter experts on strategic initiatives, operational improvements, and projects that contribute directly to the success of our advisors, clients, and business.
Job Overview
As a Strategy & Growth Intern, you will support key initiatives that advance the organization's strategic priorities and enhance the advisor and client experience. Working alongside leaders across Strategy & Growth, you will contribute to projects focused on business growth, client activation, organizational effectiveness, process improvement, and strategic planning.
This internship provides a unique opportunity to gain exposure to multiple functions within the organization while developing analytical, communication, project management, and problem-solving skills in a fast-paced and collaborative environment.
Responsibilities
- Support strategic initiatives and business priorities across the Strategy & Growth organization
- Conduct research, analysis, and project work to support business growth, advisor engagement, and client activation efforts
- Identify opportunities for process improvements and operational efficiencies
- Develop presentations, communications, and other materials for leadership discussions and decision-making
- Partner with cross-functional teams to support project execution and organizational initiatives
- Participate in professional development, networking, and learning opportunities throughout the internship experience
- Present insights, recommendations, and project outcomes to leaders at the conclusion of the program
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 pursuing a bachelor's degree in Business, Finance, Economics, Communications, Marketing, Management, or a related field, with an anticipated graduation date between December 2027 and May 2028
- Minimum cumulative GPA of 3.3
- Demonstrated interest in strategy, business operations, client experience, project management, or financial services
- Strong academic performance and involvement in campus organizations, leadership activities, or prior internship experiences preferred
- Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word
- Offer is contingent upon successful completion of a background screening and the ability to work in a hybrid environment from our Fort Mill, SC, or San Diego, CA office, with an in-office presence of 2–3 days per week.
Core Competencies
- Analytical mindset with the ability to research, organize, and interpret information
- Strong problem-solving skills and intellectual curiosity
- Excellent written and verbal communication skills
- Strong organizational and time management abilities with attention to detail
- Ability to manage multiple priorities and adapt in a fast-paced environment
- Collaborative approach with a willingness to learn and contribute across teams
- Initiative and a desire to continuously improve processes and outcomes
- Ability to create clear and compelling presentations, reports, and business communications
Summer Internship Schedule
- Full-time position for 10 weeks in the summer of 2027; Monday through Friday, working 40 hours a week during business operating hours.
- Internship dates: 6/1/2027 – 8/6/2027
Application Deadlines
Early Priority Application Date: September 21 at 11:59 PM EST
Final Fall Priority Application Date: October 19 at 11:59 PM EST
PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.
Disclaimer for international students
- At this time, for our early career program positions, we're unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.
- You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.
- Positions offered are for full-time work at 40 hours per week.
- Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.
Hourly Rate
$20.00-$25.50 per hour
The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location.
Company Overview
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.
Join LPL Financial: Where Your Potential Meets Opportunity
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.
Information on Interviews
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.
