Internship Wealth Advisor Group

Location: Tempe, Arizona, USA

About LPL Financial

At LPL Financial, ambition meets innovation. We empower people to grow their careers while helping clients achieve their financial goals with confidence. Our team works with cutting-edge tools in a collaborative environment giving you the freedom to make a meaningful impact.

This is your chance to launch a career in wealth management, work with experienced financial professionals, and gain real-world industry exposure.

nternship Overview

Join the Wealth Advisor Group as a Summer Intern and gain hands-on experience supporting financial advisors and corporate teams. This 10-week paid internship will immerse you in a team-based environment where you’ll learn how financial advice is delivered to clients, prepare to pass the Securities Industry Essentials (SIE) exam, and contribute to key business initiatives.

Internship Dates: June 1, 2026 – August 7, 2026
Work Schedule: Monday–Friday, 40 hrs/week (Hybrid: 2–3 days in the Tempe office)

What You’ll Do

• Shadow financial advisors and operations teams to learn best practices
• Assist in client communications, meeting scheduling, and presentation preparation
• Support projects and outreach campaigns for the Wealth Advisor Group
• Prepare for and work toward passing the SIE exam
• Research and report on financial market trends and regulations
• Attend training sessions focused on entry-level financial advisory skills
• Participate in team meetings and contribute process improvement ideas
• Provide administrative and operational support to advisors and support staff

Education & Experience

Education:

• Currently enrolled in an Undergraduate program
• Expected graduation: December 2026 or May 2027
• Minimum 3.0 GPA required

Experience (Preferred):

• Previous internship, campus involvement, or coursework in finance, economics, business administration, or related fields
• Strong interest in financial planning, investments, and client relations

Skills:

• Excellent communication (written & verbal)
• Strong organizational and time management abilities
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Familiarity with Salesforce (CRM) is a plus
• Goal-oriented and eager to learn in a professional environment

How to Apply

If you’re interested in this position, please register on our portal and submit your application through the link below:

👉 Register & Apply at TeezJobs.com