2026 Summer Internship- Trust Specialist Summer Intern

Trust Specialist Internship Program

Are you ready to start your career with a dynamic, industry-leading company to accelerate your growth and development? Then our Trust Specialist internship Program within our Wealth Management Group is the place to start. LPL's WM group is responsible for delivering the portfolio of best-in-class solutions - from investment products, to trading and rebalancing, to financial planning and beyond - that enable advisors and institutions to offer a differentiated end-to-end wealth management experience for their clients. We build our success around passionate people and are always in search of engaged professionals that are up for the challenge of helping continue our growth.

Our 10-week paid summer internship program is designed to provide you with comprehensive and immersive experience. You'll work on real-world projects, contribute to the company's growth and success, and gain valuable experience and insights into the financial services industry. You'll also have the opportunity to network with professionals in your field and build meaningful relationships. If you're a motivated and ambitious individual looking to launch your career, we encourage you to apply for our WM Intern Program.

This internship will join LPL's Private Trust Company in Cleveland, Ohio and support a team of Trust Specialists on a variety of functions to support clients and administrative duties.

Responsibilities :

• Participating primarily in general trust administration functions
• Coordinating requests and documentation needs with financial advisors, clients, accountants and attorneys
• Working with officers in reviewing account documentation, administration and investment policies, cash liquidity needs, historical or prospective changes in client situations or activities
• Initiating operational functions to close accounts
• Handling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs of those requests

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 :

Core Competencies :

Summer Internship Schedule :

Hourly Rate : $25.00 / hour The hourly amount is dependent on a number of factors, including the applicant's skill, experience, and work location.

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?

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.