About the role#
The Wealth Advisory Group internship is a 10-week paid program designed for students interested in a career in financial services. You will join a team-based call center environment that delivers investment advice and guidance to clients over the phone. This role provides exposure to corporate employee advisors and support professionals while you work on key initiatives.
What you'll do#
- Shadow financial advisors and the operations team to learn industry best practices.
- Prepare for and work towards passing the Securities Industry Essentials (SIE) exam.
- Attend training focused on advice delivery and entry-level financial advisory skills.
- Assist with client communication, including scheduling meetings and preparing presentations.
- Report on industry trends, market conditions, and financial regulations.
- Participate in team meetings and contribute ideas for improving client service processes.
- Support the completion of key projects and participate in client outreach campaigns.
- Provide general administrative support to Financial Advisors and support staff.
What you'll need#
- Current enrollment in an undergraduate degree program with a minimum 3.0 GPA.
- Proficiency with Microsoft Office products (Excel, Word, PowerPoint, Outlook) and Salesforce.
- Strong organization and communication skills.
- A goal-oriented mindset and an eagerness to learn.
- Ability to work in a hybrid environment and be local to the Tempe office.
- Previous experience in financial tele-sales, trading, call center service, or as a financial advisor is preferred.
- A basic understanding of financial planning concepts, investment markets, and account types.
- Completion of the SIE exam is preferred.
Location & details#
- Location: Tempe, Arizona.
- Term: 10 weeks, Summer 2027 (June 1, 2027 to August 6, 2027).
- Work Modality: Hybrid (2-3 days per week in the office).
- Employment Type: Full-time (40 hours per week).
- Compensation: Paid internship.
- Note: This position does not offer sponsorship.
About LPL Financial
LPL Financial is a wealth management firm based in San Diego. Founded in 1989, the company provides investment solutions, technology tools, and practice management services to financial advisors and institutions. It supports approximately 29,000 financial advisors and manages assets for about 7 million clients. The firm operates as a public company and maintains a workforce of over 14,000 employees.
How to get in at LPL Financial
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