https://pages.beamery.com/lplfinancial/page/leapatlpl

LPL Financial

Associate Financial Advisor

May 2005 • Pine Bluff, AR

What I liked

I love the securities business & the financial advisors I work with.

What I wish was different

Nothing.

Advice

It doesn’t matter if it takes you 4 years or 40 years, get your education done!
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Technology Intern

June - August 2020 • San Diego, CA

What I liked

I liked how LPL Financial prepared us for the work force. As interns we had engagement and enrichment sessions that would support our career and our knowledge of the finance industry, as well as the opportunity to report to a manager. All interns worked on projects that were showcased at the end of the internship.

What I wish was different

COVID-19 made our internship remote which was great in terms of spending money. However, I wish we had the opportunity to experience the corporate work environment first hand.

Advice

I recommend leading the one on ones with your manager. Those meetings are your time to pick your managers brain as well as seek advice for your current role and your future. So my advice is to take advantage of that time!
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Service center

October 2018 • San Diego, CA

What I liked

Lots of employee appreciation events. Not a lot of micro management

What I wish was different

Flexibility on working hours

Advice

Take the time to study the material needed for the job
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Private Wealth Management Intern

May 2018 • Denver, CO

What I liked

I loved the personal connection and relations I made with clients and the overall hands on experience

What I wish was different

I wish that I had been a little more prepared knowledge wise to participate more fully

Advice

Always be prepared to learn, whatever you think you know can always be added to.
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Financial Advisor Intern

May - August 2018 • Charlotte, NC

What I liked

Learning about how people invest their money and how the political landscape affects the market. Also getting to speak with engineers that are retiring and how they worked with their money to maximize thier income .

What I wish was different

Nothing it was a great experience all around.

Advice

Managing your money is a valuable tool than many people over look and can really separate the people who are set off for life to the people who are living paycheck to paycheck.
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