LPL Financial · 2 hours ago
2026 Summer Internship- Client Success Data Summer Intern
LPL Financial is a leader in the financial services industry, seeking a Client Success Data Summer Intern. In this role, you will support the Client Growth Analytics team by pulling, cleaning, analyzing, and visualizing data to generate insights into client behavior and business performance.
FinanceFinancial Services
Responsibilities
Pull, clean, and prepare datasets from internal data sources
Perform exploratory data analysis to identify trends and patterns
Create dashboards and visualizations in Tableau
Assist in building lightweight Python analyses in Jupyter notebooks (e.g., descriptive statistics, data cleaning, simple models)
Document processes, data definitions, and findings for team use
Collaborate with team members to support ongoing analytics projects
Qualification
Required
Currently enrolled in an Undergraduate degree program in Data Analytics, Statistics, Economics, Computer Science, or a related field with an expected graduation date of December 2026 or May 2027
Interest in the financial services industry
Basic experience working with data using tools like Excel, SQL, or Python
Familiarity with data visualization concepts (Tableau experience preferred but not required)
Strong analytical thinking and problem-solving skills
Ability to communicate findings clearly in both written and verbal form
Offer is contingent upon successful background screening and agreement to be local to San Diego, CA Office
Preferred
Familiarity with data visualization concepts (Tableau experience preferred but not required)
Benefits
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
Impactful Work: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
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.
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Recent News
2026-01-23
2026-01-23
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