Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 33 days ago

Intern 2027 - Strategy and Growth Analyst

LPL Financial164 open roles

Pay
$20 – $26 an hour
Where
Fort Mill/Charlotte
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowIntern 2027 - Strategy and Growth AnalystLPL Financial · Fort Mill/Charlotte

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on LPL Financial's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.5% of postings close within 7 days. Measured by our own scanner across the market. LPL Financial postings stay open a median of 6 days.

Share of postings closed within
  1. 1.8%1 day
  2. 4.0%3 days
  3. 8.5%7 days
  4. 15.4%14 days
  5. 34.1%30 days
This job: posted 33 days ago

LPL Financial median: 6 days open

The posting

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Strategy & Growth serves as a catalyst for the firm's growth by bringing together corporate strategy, business development, and client activation capabilities. Together, these teams create a seamless experience for advisors and institutions, from initial engagement and affiliation decisions through onboarding, activation, and long-term success on the LPL platform.

Our 10-week paid summer internship program is designed to provide a comprehensive and immersive experience that combines professional development, networking, mentorship, and real-world business impact. Interns will work alongside leaders and subject matter experts on strategic initiatives, operational improvements, and projects that contribute directly to the success of our advisors, clients, and business.

Job Overview:

As a Strategy & Growth Intern, you will support key initiatives that advance the organization's strategic priorities and enhance the advisor and client experience. Working alongside leaders across Strategy & Growth, you will contribute to projects focused on business growth, client activation, organizational effectiveness, process improvement, and strategic planning.

This internship provides a unique opportunity to gain exposure to multiple functions within the organization while developing analytical, communication, project management, and problem-solving skills in a fast-paced and collaborative environment.

Responsibilities:

  • Support strategic initiatives and business priorities across the Strategy & Growth organization
  • Conduct research, analysis, and project work to support business growth, advisor engagement, and client activation efforts
  • Identify opportunities for process improvements and operational efficiencies
  • Develop presentations, communications, and other materials for leadership discussions and decision-making
  • Partner with cross-functional teams to support project execution and organizational initiatives
  • Participate in professional development, networking, and learning opportunities throughout the internship experience
  • Present insights, recommendations, and project outcomes to leaders at the conclusion of the program

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Currently pursuing a bachelor's degree in Business, Finance, Economics, Communications, Marketing, Management, or a related field, with an anticipated graduation date between December 2027 and May 2028
  • Minimum cumulative GPA of 3.3
  • Demonstrated interest in strategy, business operations, client experience, project management, or financial services
  • Strong academic performance and involvement in campus organizations, leadership activities, or prior internship experiences preferred
  • Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word
  • Offer is contingent upon successful completion of a background screening and the ability to work in a hybrid environment from our Fort Mill, SC, or San Diego, CA office, with an in-office presence of 2–3 days per week.

Core Competencies:

  • Analytical mindset with the ability to research, organize, and interpret information
  • Strong problem-solving skills and intellectual curiosity
  • Excellent written and verbal communication skills
  • Strong organizational and time management abilities with attention to detail
  • Ability to manage multiple priorities and adapt in a fast-paced environment
  • Collaborative approach with a willingness to learn and contribute across teams
  • Initiative and a desire to continuously improve processes and outcomes
  • Ability to create clear and compelling presentations, reports, and business communications

Summer Internship Schedule:

  • Full - time position for 10 weeks in the summer of 2027; Monday through Friday, working 40 hours a week during business operating hours.
  • Internship dates: 6/1/2027 – 8/6/2027

PLEASE NOTE: This role follows a priority application approach. Candidates who apply by this date will receive priority consideration, and we anticipate that most hiring decisions will be made following the priority application date. Candidates are encouraged to apply early, as applications will be reviewed on a rolling basis.

Early Priority Application Date: September 21 at 11:59 PM EST Final Fall Priority Application Date: October 19 at 11:59 PM EST

Disclaimer for international students:

  • At this time, for our early career program positions, we’re unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.
  • You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.
  • Positions offered are for full-time work at 40 hours per week.
  • Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.

Hourly Rate:

$20.00-$25.50 per hour

The hourly amount is dependent on a number of factors, including the applicant’s skill, experience, and work location.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
  • Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!
  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC1.22.25

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against LPL Financial's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on LPL Financial's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    LPL Financial's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.