Financial Advisor with Leadership Skills
Full Time • Hybrid - US
Benefits:
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Leadership Experience into a Career in Financial Services with The Banderman Group of Northwestern Mutual!
Your ability to inspire others, develop people, and build meaningful relationships could make you an exceptional fit for a career in financial services. We are seeking leaders from diverse backgrounds, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, and healthcare, who are ready to elevate their leadership journey.
- Leverage Your Leadership Strengths: Your experience guiding teams, communicating effectively, and solving problems has prepared you to educate clients, create personalized strategies, and lead them toward long-term financial success.
- Build Meaningful Connections: Just as you’ve motivated and supported individuals in your previous roles, this career could allow you to form lifelong relationships while helping clients make confident financial decisions.
- See the Impact of Your Leadership: You’ve helped people grow and reach their goals. In this role, you could directly see the impact of your leadership as clients and families gain lasting financial clarity and security.
- Unlock Unlimited Growth Potential: Unlike traditional leadership roles, your growth here isn’t limited. Your drive and dedication determine your path, with opportunities for expanded leadership, business ownership, and truly unlimited earning potential.
Our thriving office is located at: 10805 Sunset Office Dr, Suite 100, Sunset Hills, MO 63127. Team members are expected to be in the office most days each week for hands-on training and support.
Meet Our Team:
Matt Banderman - Managing Director:
- What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
- Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts thirteen Million Dollar Roundtable qualifications, ranking among the world's top advisors.
- Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
- Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.
Tom Simon - Financial Advisor:
- Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!
- Passions: Building his own team, winning charity golf tourneys, and being a dad.
- Secret Weapon: A knack for leading with vision and commitment to growth.
- Time with our team: 12+ years.
Alan Metzger - Financial Advisor:
- Background: Former Accountant for a construction company, with 16 years of experience before joining Northwestern Mutual.
- Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids’ activities in dance, football, and basketball.
- Time with our Team: 10 years as a Financial Advisor, with 25 years as a client.
Claudia Zimny - Director of Recruitment:
- Background: Business Management graduate from UMSL, with recruiting experience since 2023.
- Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis.
- Time with our Team: Joined in 2024.
Learn more about The Banderman Group by following these links: https://www.linkedin.com/in/matthew-banderman-clf®-08757578/ https://www.facebook.com/NorthwesternMutualSaintLouis
About the Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Compensation: $62,000.00 - $72,000.00 per year
About Northwestern Mutual (NM): When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
Click HERE to learn about a day in the life of a Northwestern Mutual Representative
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
Click HERE to learn about a day in the life of a Northwestern Mutual Representative
About The Banderman Group of Northwestern Mutual:
OUR PASSION: Improving Lives | Protecting Dreams | Building Legacies
OUR PASSION: Improving Lives | Protecting Dreams | Building Legacies
OUR MISSION: We help people make smart choices, so their goals aren't left to chance.
OUR NICHE: Empowering people to discover and pursue what’s possible.
Meet some of our local leaders:
Meet some of our local leaders:
Tom Simon
- Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!
- Passions: Building his own team, winning charity golf tourneys, and being a dad.
- Secret Weapon: A knack for leading with vision and commitment to growth.
- Time with our team: 12+ years.
Derek Stephens
- Background: Hockey star turned varsity hockey coach.
- Heart: Coaching youth hockey, both on and off the ice.
- Business Claim to Fame: Multiple Million Dollar Roundtable achiever.
- Time with our team: 10+ years.
Libby Evers
- Background: Worked in healthcare for 3 years prior to transitioning to Northwestern Mutual.
- Professional Achievements: Pacesetter 40 and 60 awards, Million Dollar Round Table and Pathfinder
- Family Focus: Helping all families gain greater financial security
- Time with our team: 7+ years.
Meet our Managing Director, Matt Banderman: Matt is not your typical financial leader. Graduating from Fontbonne University in 2001 with a Business Management degree, Matt's journey into finance began as an intern with Northwestern Mutual during his senior year. Since then, he's navigated a path of excellence, becoming a full-time Financial Advisor and eventually the Managing Director of Northwestern Mutual St. Louis in 2015, while opening his own thriving office located near Kirkwood/Sunset Hills. With over 20 years of experience, Matt has achieved the prestigious Million Dollar Roundtable qualification twelve times, placing him among the top of all financial advisors globally.
Beyond his professional achievements, Matt is a devoted father of two daughters, aged 19 and 16, and a 9-year-old son. He lives near Eureka, sharing his passion for all things sports, competition and personal development. Matt's vision extends far beyond financial success; he aims to build a diverse and thriving office environment, where former athletes, beginners, and seasoned professionals alike come together to excel. Through mentorship, community service (serving on a multitude of impactful boards like: Northwestern Mutual's Wealth Management Board, Fellowship of Christian Athletes - St. Louis and his local Church Congregation Board), and a commitment to growth, Matt is not just leading a team—he's shaping a future where everyone belongs, regardless of background or experience.
THE VALUES WE EMBODY
- Faith - Complete confidence, trust, and hope in a person, community, or system.
- Growth - Commitment to new learning and doing the work required to get better every day.
- Grit - The courage to take personal initiative and persist over long periods of time with a positive attitude and the same level of energy despite tremendous setbacks, discouragement and rejection.
- Gratitude - The conscious effort to count one's blessings. The emotion generates a climate of positivity that both reaches inward and extends outward, helping to deal with adversity and build strong relationships.
- Charisma – Compelling attractiveness or charm that can inspire action from others. Positive energy, humble confidence, lifting people up, the “IT” factor.
Career Advantages: As a Northwestern Mutual financial advisor or representative at the Sunset Hills office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award‐winning training. Additionally, many of our representatives earn over $100K in their first year, over $200K in their 3rd year and can exceed $400K in their 10th year.
You're in Charge: You'll run your business, but have backing from Northwestern Mutual and our local team, where you're in control of how much you earn. If you decide to really get after it, there are also renewals and bonuses based on hitting certain benchmarks.
Top Notch Training: We don't expect you to know everything on day one, or even have a business degree. You'll receive award‐winning training and partner with our industry experts to learn the ins and outs of financial planning. We'll help you to:
Top Notch Training: We don't expect you to know everything on day one, or even have a business degree. You'll receive award‐winning training and partner with our industry experts to learn the ins and outs of financial planning. We'll help you to:
- Get off to a fast start
- Grow your career in finance through distinct learning paths
- Pursue advanced professional certifications with financial support
Who We Are Looking For: We are ready to partner with individuals who align with our mission and values, as well as the following core personality characteristics:
- Integrity
- Emotional Intelligence
- Persistance
- Desire for Achievement
- Optimism
Next Step: Do you connect with this message, align to our values and open minded to a career change? if so, submit your application to be considered for an interview.
Our thriving office is located: 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127
Our thriving office is located: 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127
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Industry leading compensation!
Training and guidance for new advisors from day one!
Culture of recognition & positive reinforcement!
Dedicated office support!
Career growth opportunities!
Collaboration with highly productive peers!