Future Finance Leaders Internship jobs in United States
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CG Financial Services · 1 month ago

Future Finance Leaders Internship

positionWilliamston, MI
timeInternship
remoteOnsite
seniorityIntern

CG Financial is a Registered Investment Advisor firm specializing in wealth management and business services. The Future Finance Leaders internship offers students hands-on exposure to the wealth management profession through rotations in key business areas.

Financial ServicesReal Estate

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

Qualification

Finance degreeAnalytical skillsInterest in wealth managementCommunication skillsCollaborative workIndependent work

Required

Currently pursuing a degree in finance, business, economics, marketing or a related field
Strong communication and analytical skills
Interest in wealth management and financial planning
Ability to work collaboratively and independently

Company

CG Financial Services

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CG Financial Services is a financial services company offering estate planning, investments, and portfolio management services.
dateFounded in 1999
location
Haslett, Michigan, USA
people-size51-200 employees
web-link
http://mycgfinancial.com

Funding

Current Stage
Growth Stage

Leadership Team

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Adam Lesperance, CFP®, ChFC®, AIF®
Partner & Senior Financial Advisor
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Dave Robinson The Family CFO
Partner
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Company data provided by crunchbase