Future Finance Leaders Internship
About The Position
CG Financial is a Registered Investment Advisor firm specializing in wealth management, business services, insurance solutions, and a collaborative advisor network. Its mission is to deliver impactful financial guidance and build meaningful, long-term relationships with individuals and businesses. The Future Finance Leaders program is an immersive, paid summer internship that gives students hands-on exposure to the wealth management profession. Interns rotate through key areas of the business to gain real-world experience and learn about different career paths in financial services. The program is full-time and on-site at CG Financial’s office in Williamston, Michigan. Compensation details are provided during the interview process. Interns may shadow advisors, planners, and client service professionals; participate in financial planning projects, research, and analysis; learn about insurance strategy, business services, and operations; attend team meetings and professional development sessions; contribute to internal initiatives and client-focused work; and build foundational skills for a future in finance. Applicants should be pursuing a degree in finance, business, economics, marketing, or a related field. Candidates should have strong communication and analytical skills, a strong desire to work hard and learn, an interest in wealth management and financial planning, the ability to work both collaboratively and independently, and proficiency with Microsoft Office. The application requires a resume and a brief cover letter describing the applicant’s interest in the program and alignment with CG Financial’s core values.
Requirements
- Currently pursuing a degree in finance, business, economics, marketing, or a related field.
- Strong communication and analytical skills.
- A strong desire to work hard and learn.
- Interest in wealth management and financial planning.
- Ability to work collaboratively and independently.
- Proficiency with Microsoft Office, including Excel, Word, and PowerPoint.
Responsibilities
- Shadow advisors, planners, and client service professionals.
- Participate in financial planning projects, research, and analysis.
- Learn about insurance strategy, business services, and operations.
- Attend team meetings and professional development sessions.
- Contribute to internal initiatives and client-focused work.
- Build foundational skills for a successful future in finance.
Benefits
- Paid internship.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
