LPL Financial is a leading independent broker-dealer committed to providing personalized financial guidance. They are seeking a Wealth Management Intern to support the development and delivery of financial planning, investment management, and various financial solutions, while gaining exposure to the financial services industry.
Responsibilities
Gain immediate exposure to the financial world and an opportunity to work alongside Investment Analysts with a range of experiences.
Receive training programs that introduce interns to the firm and familiarizes them with our data, research resources, client work, and investment staff
Contributing to projects that include: asset class research, analyzing investment managers’ portfolios, data retention process improvements, and client reporting improvements.
Qualification
Required
Currently a junior going into your senior year pursuing a bachelor’s degree in finance, business management or similar program
3.3 GPA minimum
Interest in the financial services industry
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
Offer is contingent upon successful background screening and agreement to be local to the Fort Mill, SC, San Diego, CA, Tempe, AZ or Cleveland, OH location
Ability to organize and analyze data
Organization and strong communication skills (verbal and written)
Adept at project management and cross-functional collaboration.
Creative, analytical and strategic thinker
Strong organizational and time management skills, with attention to detail
Ability to juggle multiple projects and priorities while maintaining a high level of productivity
Proficient in Microsoft Office Suite, including Excel, PowerPoint, and Word
Preferred
LPL Financial provides investment solutions and tools for independent financial advisors.
