Trust Specialist Intern

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.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.

What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

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:

• Currently enrolled in an Undergraduate degree program with an expected graduation date of December 2026 or May 2027

• Interest in the Financial Service industry

• Offer is contingent upon successful background screening and agreement to be local to Cleveland, OH office- Selected candidates will operate out of the office working on a hybrid schedule (2-3 days in office)

Core Competencies:

• Strategic problem solving

• Proactive and client centric attitude

• Strong communication skills

• Proficiency in Microsoft Suite technology (Outlook, Excel, PowerPoint)

Summer Internship Schedule:

• Full- time program for 10 weeks in the summer of 2026; Monday through Friday during dayshift for 40 hours a week

• Dependent on team needs, work locations could be remote, hybrid or in office (Cleveland, OH office)

• Interns should plan to participate for the entire program. Program dates: June 1, 2026-August 7, 2026

Hourly Rate:

25.00/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.

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