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Urgent! 2026 Summer Internship - Transition Support Partner Job Opening In San Diego – Now Hiring LPL Financial
Job Overview:
Our Investment Transition Partner (ITP) team is seeking an intern for the Summer 2026.
The team works to create positive client experiences by reducing ramp-up and onboarding time so advisors can remain focused on their businesses.
The ideal candidate will function out of the Fort Mill, SC or the San Diego, CA office functioning off a hybrid schedule at the intern and managers discretion.
(2-3 days in the office)
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.
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 enrolled in an Undergraduate degree program with an expected graduation date of December 2027 or May 2027
Interest in the Financial Service industry
Offer is contingent upon successful background screening and agreement to be local to the Fort Mill/Charlotte - Selected candidates will operate out of the office working on a hybrid schedule (2-3 days in office)
Core Competencies:
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
Summer Internship Schedule:
Full- time program for 10 weeks in the summer of 2026; Monday through Friday during dayshift for 40 hours a week
Hybrid (Charlotte or San Diego)
Interns should plan to participate for the entire program.
Program dates: June 1, 2026-August 7, 2026
Hourly Rate:
$22-$25 per hourThe 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.
✨ Smart • Intelligent • Private • Secure
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Unlock Your 2026 Summer Potential: Insight & Career Growth Guide
Real-time 2026 Summer Jobs Trends in San Diego, United States (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for 2026 Summer in San Diego, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 66609 jobs in United States and 2299 jobs in San Diego. This comprehensive analysis highlights market share and opportunities for professionals in 2026 Summer roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! LPL Financial is currently hiring and seeking a 2026 Summer Internship Transition Support Partner to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: 2026 Summer Internship Transition Support Partner Jobs San Diego.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at LPL Financial adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a 2026 Summer Internship Transition Support Partner Jobs United States varies, but the pay scale is rated "Standard" in San Diego. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for 2026 Summer Internship Transition Support Partner typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Before the Interview:To prepare for your 2026 Summer Internship Transition Support Partner interview at LPL Financial, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the LPL Financial's products or services and be prepared to discuss how you can contribute to their success.
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