Financial Planning Intern
2027 Blue Trust Summer Internship
About Blue Trust
For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states.
The Blue Trust Financial Planning Internship is a 9-week summer program that immerses college students in the financial services industry and our unique culture. It gives students the opportunity to take what they are learning in the classroom and apply it to real-life client situations in a professional work setting guided by financial professionals with decades of experience. Our internship includes industry software training, mentorship and networking opportunities, client interactions, financial plan preparation, and practical applications of biblical wisdom.
The internship position is compensated at a competitive rate of $25.00/hour. Please be advised that housing accommodations are not provided by the company for the duration of the internship.
Our 2027 Internship program begins on Tuesday, June 1, 2027 and ends on Friday, July 30, 2027. Interns work 40 hours per week during this time.
The locations below are hosting Financial Planning Interns:
Alpharetta, GA - National Office
Baltimore, MD Office
Chicago, IL Office
Houston, TX Office
Indianapolis, IN Office
Lynchburg, VA Office
Seattle, WA Office
The location below is hosting an Investments Intern:
Alpharetta, GA – National Office
Application Window:
Opens: September 8, 2026 at 10:00 a.m. ET
Closes: October 30, 2026 at 5:00 p.m. ET
Program Highlights:
- Paid internship
- Collaboration with both the National and Field Offices
- Executive Leadership Team interactions
- Structured training curriculum
- Industry software training
Principal Accountabilities:
- Works on assigned project(s) and creates presentation to be delivered at the end of internship assignment
- Seeks ways, through intern role, to actively contribute to and participate in the work of the Office
- Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values
- Understands the counsel and biblical basis upon which Blue Trust serves its client base
- Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company
Qualifications:
- Strong communication skills, both verbal and written
- Aptitude and passion for learning new things quickly with a strong work ethic
- Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint
- Proven technical, analytical, and problem-solving skills
- Ability to handle confidential information with professionalism and maturity
- Desire to serve others with excellence
- Capability to excel in a team environment
- Good organizational skills, systems acumen, and attention to detail
- Ability to prioritize and complete multiple time-sensitive tasks
- Proactive planning and responsiveness to urgent need
- Demonstrated maturity in interpersonal interactions as well as flexibility and adaptability to changing needs
Education, Experience and Skills:
- Strong academic performance and at least one semester remaining in undergraduate or graduate program after completion of internship
- Actively enrolled undergraduate students who are in their junior year are preferred.
- Currently enrolled in one of the following majors: Financial Planning, Finance, Accounting, Business Administration, Business Management, Economics
- Actively involved in local community outreach program(s) and/or student association(s) preferred
Travel Requirements
- Interns will travel to our National Office in Alpharetta, GA during the first week of the internship. Travel costs to the National Office will be reimbursed by Blue Trust.
- Additional travel may be required based on client needs and assigned territory.