Financial Consultant Intern

Job Description: Financial Consultant Internship

Position Title: Financial Consultant Intern

Company: John Graham & Associates

Location: 300 E. Washington St., Suite 4, East Peoria, IL 61611

Duration: Summer 2025

About the Company:

John Graham & Associates (JGA) is a leading financial advisory firm committed to helping individuals, families, businesses, and not-for-profit organizations achieve their financial goals and secure their financial futures. Our team of Financial Consultants is dedicated to providing personalized and comprehensive financial planning solutions to our clients.

When you join JGA, you are part of a team with a stellar reputation – winning the 2019 Small Business of the Year by East Peoria Chamber of Commerce and the WEEK TV 2023 Viewers’ Choice Award for Best Financial Planners. Over our more than 27 years of servicing our community, we have a healthy and growing client base and are hiring more advisors to help us manage the influx of people seeking our financial advice.

Job Summary:

As a Financial Consultant Intern at JGA, you will have the unique opportunity to receive one-on-one training with our experienced Certified Financial Planner™ (CFP®) advisors, engaging in real-world detailed case studies and mock client meetings. This internship is designed to provide hands-on experience and insight into the daily activities and responsibilities of a financial advisor, equipping you with practical skills and knowledge in the financial services industry.

Duties and Responsibilities:

·       Real-World Case Studies: Work closely with our financial advisors to analyze and develop comprehensive financial plans for real-life scenarios, deepening your understanding of financial planning strategies.

·       Mock Client Meetings: Participate in mock client meetings, gaining exposure to the fact-finding process, understanding client needs, and formulating suitable financial recommendations.

·       Marketing Campaign Experience: Run a real marketing campaign to gain valuable experience in prospecting for potential clients, understanding the importance of building and maintaining a strong client base.

·       Client Meeting Observation: Sit in on actual client review meetings, fact-finding meetings, and recommendation meetings with both existing clients and prospective clients, observing how advisors interact with clients and deliver financial solutions.

·       Investment Performance Reporting: Generate investment performance reports and individual stock position reports for current discretionary client portfolios, gaining proficiency in tracking and analyzing investment performance.

·       Educational Seminar Preparation: Collaborate with our team to help put together seminars aimed at educating the public about essential financial planning topics.

·       Client Appreciation Event Coordination: Assist in planning and organizing client appreciation events to foster stronger client relationships and showcase our commitment to client satisfaction.

Qualifications:

·       Currently pursuing a degree in Finance, Economics, Business, or a related field.

·       Knowledge of financial concepts and principles.

·       Strong analytical and problem-solving skills.

·       Excellent communication and interpersonal abilities.

·       Demonstrated ability to work in a team environment.

·       Proficiency in Microsoft Office Suite and basic understanding of financial software.

Benefits:

·       Gain practical experience in financial planning and investment management.

·       Enhance your resume with real-world case studies and hands-on training.

·       Receive mentorship from experienced CFP® advisors.

·       Opportunity to network with professionals in the financial services industry.

·       Potential for future career opportunities within the company.

Note: This internship is designed to provide a comprehensive learning experience and does not guarantee employment at JGA upon its completion.

To Apply:

To apply for the Financial Consultant Internship, please submit your resume and a cover letter outlining your interest in the position and your career goals in the financial services industry. Applications can be sent to Scott at sfisher@midwesternsecurities.com. Interviews will be conducted on a rolling basis until the internship position is filled.

We look forward to welcoming a dedicated and motivated intern to our team at John Graham & Associates and helping them grow both personally and professionally in the financial advisory field.