Intern role at LPL Financial assisting Transition Support Partners with Investment Mapping and enhancing client experiences. Flexible hybrid schedule based in Fort Mill, SC or San Diego, CA.
Responsibilities
Gain immediate exposure to the financial world and an opportunity to work alongside Transition Support Partners assisting with Investment Mapping and Advisory platforms
Contribute to all aspects of project workstreams, including scoping and structuring problems, conducting complex analyses and research, and creating presentations
Requirements
Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2027 or May 2027
Interest in the Financial Service industry
Strong communication, collaboration and time management skills
Proficiency with Microsoft Office products and ability to run formulas and v-lookup (Excel, Word, PowerPoint, and Outlook)
Candidates with experience in Smartsheet’s, Tableau, Power Bi and Salesforce are preferred, but not required
Benefits
Total Rewards package goes beyond just compensation and insurance
mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home
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