Paid Summer Internship — Future Finance Leaders

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

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.