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 Insurance Internship: 

Our Insurance Internship program is an immersive summer program that provides students with hands-on exposure to the insurance 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 insurance industry.

During this program, interns will have the opportunity to:

• Shadow producers and client service professionals
• Participate in marketing, quoting, and issuing insurance policies
• 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 insurance and 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: Part-time, Summer 2025
• Location: On-site, either in Haslett or Lapeer
• Compensation: Paid internship (details provided during the interview process)

How to Apply

Interested candidates should submit the following:

• Resume
• Brief cover letter explaining interest in the program and alignment with our core values

• 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
• Proficiency with Microsoft Office (Excel, Word, PowerPoint)