LPL Financial→
2026 Summer Internship - Capital Markets at LPL Financial in San Diego
InternshipOn-siteFull-timeSan Diego$52k–$52k/yr
Skills
wealth management knowledgerisk managementfinancial analysismicrosoft office proficiencyreporting toolscommunication skillscollaboration skillstime management skillsleadership experience
Job Description
Summary: LPL Financial is a leading independent broker-dealer focused on providing financial guidance. The internship program offers students the opportunity to gain exposure to finance models, analyze financial operations, and learn about risk management and business intelligence.
Responsibilities:
- Gain exposure to LPL’s finance models through strategy development, business execution and financial management across the entire firm
- Analyze current financial operations and results, initiate efforts to improve process efficiencies, and identify variance drivers and levers to support forecasting and budget planning processes
- Identify activities to minimize the effects of risk on capital and earnings which include market data and research to facilitate deal solicitation and best in class client services and products
- Learn how to deliver change across finance platform. This could include, conducting risk oversight, business intelligence, and market solutions for the division
Required Qualifications:
- Strong communication, collaboration and time management skills
- Knowledge/interest in wealth management, risk, operations, trading, or corporate finance
- Relevant coursework, internships, or extracurricular leadership experience
- Proficiency with Microsoft Office products (Excel, Word, PowerPoint, and Outlook)
Preferred Qualifications:
- Experience with reporting tools: Tableau, Alteryx, Excel Macros
Required Skills: Wealth management knowledge, Risk management, Financial analysis
Important Skills: Microsoft Office proficiency
Nice-to-Have Skills: reporting tools, Communication skills, Collaboration skills, Time management skills, Leadership experience
Internship Start Date: Start in 2026 Summer
Benefits: Networking, Relevant work assignments, Group projects, Social and wellness events, Mentorship, Informative learning sessions with key leaders, Business and professional developmental opportunities
Benefits
Networking
Relevant work assignments
Group projects
Social and wellness events
Mentorship
Informative learning sessions with key leaders
Business and professional developmental opportunities