Future Finance Leaders Internship

CG Financial Services; Williamston (MI); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid internship

Job summary

CG Financial is offering a summer internship as part of the Future Finance Leaders program. Interns will rotate through key areas of the business to gain real-world exposure in wealth management and related services.

Interns will shadow professionals, work on planning projects, and participate in team meetings and development sessions, building foundational skills for a successful finance career.

Qualifications

• Currently pursuing a degree in finance, business, economics, marketing or a related field.
• Strong communication and analytical skills.
• Proficiency with Microsoft Office (Excel, Word, 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 future in finance.

Skills

Communication

Analytical skills

Microsoft Office

Education

Pursuing finance-related degree

Tools

Excel

Word

PowerPoint

Job description

Description

About CG Financial

CG Financial is a Registered Investment Advisor (RIA) firm specializing in wealth management, business services, insurance solutions, and a collaborative advisor network. Our mission is to deliver impactful financial guidance while fostering meaningful, long-term relationships with the individuals and businesses we serve.

About the Internship: Future Finance Leaders

Our Future Finance Leaders program is an immersive summer internship designed to give students hands-on exposure to the wealth management profession. Interns will rotate through key areas of the business to gain real-world experience and insight into a variety of career paths within the financial services industry.

During this program, interns will have the opportunity to:

• 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

Who We’re Looking For

We want interns who embody our CG Financial core values and are excited to grow personally and professionally. Candidates should strive to demonstrate:

• Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow.
• Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability.
• Self-Motivated: You’re driven, proactive, and unafraid to take initiative or tackle challenges.
• Authentic: You operate with honesty, integrity, and a no-drama, no politics approach.
• Positively Impact People: You care about helping others grow your team, clients, and community - and believe in collective success.

Program Details

• Schedule: Full-time, Summer
• Location: On-site at CG Financial’s office in Williamston, MI
• Compensation: Paid internship (details provided during interview process)

Requirements

Qualifications:

• Currently pursuing a degree in finance, business, economics, marketing or a related field
• Strong communication and analytical skills
• Consider themselves gritty, strong desire to work hard and learn
• Interest in wealth management and financial planning
• Ability to work collaboratively and independently
• Proficiency with Microsoft Office (Excel, Word, PowerPoint)