Join our Team
Wanted: A few good people dedicated to making a positive impact on clients’ lives
If you are a team player who enjoys helping people and wants to work in a place where you are valued and respected, apply to join our team in one of these positions today! Benefits include a 401(k) with employer match, health insurance, paid time off, and the occasional office lunches.
Financial Consultant
John Graham & Associates is searching for a licensed financial consultant/advisor to add to our growing wealth management team. We’ve worked hard to build our reputation and are seeking advisors who abide by a fiduciary duty to work in the best interest of their clients.
Our next advisor will enjoy a base salary, a portion of the JGA book, health insurance, and a 401(k) with match. We are a hands-on firm with coaching and mentorship always available. We have a professional and collaborative environment with plenty of administrative support.
Our next advisor must be:
- Coachable
- Accountable
- Hard Working
- Quick Learner
Our next advisor must have:
- Series 7 License
- Series 66 License (or a combination of 63 and 65)
- Life and Health Insurance License
To apply for this position, email your resume to work@midwesternsecurities.com or call 309-699-6608 to learn more.
Administrative Assistant
Are you a detail-oriented person who excels at keeping busy people on task? If you enjoy helping people accomplish great things while working in an exciting, fast-paced environment, this career could be the right fit for you.
Essential Functions (not all inclusive):
- Assists financial advisors by performing varied administrative and operational duties requiring the constant application of a very high degree of autonomy and judgment to resolve frequent and complex administrative situations with the ability to be proactive at all times
- Maintains a high degree of accountability in support of advisors
- Organizes and prioritizes large volumes of information and calls.
- Prepares reports utilizing MS Word, Excel, PowerPoint, Morningstar Office, Wealthscape, etc. with a high degree of proficiency. Creates and develops visual presentations as needed.
- Answers phones, takes messages or fields/answers all routine and non-routine questions. Works in cooperation with other team members to take, record, retrieve, and relay accurate telephone messages.
- Create, revise, send, store, and retrieve documents electronically.
Skills/Qualifications:
- Superior knowledge and command of Microsoft Office software, including Excel, PowerPoint and Word
- Ability to adapt quickly
- Verbal and Written Communication Proficiency
- Managing Processes and Analyzing Information in an organized way
- Strong Reasoning and Problem-Solving Skills
- Ability to maintain confidentiality with sensitive information
- Flexibility and Priority Management
- Willingness to Pursue Continuing Education
To apply, send your resume to work@midwesternsecurities.com and reference JGA Administrative Assistant job post.