Bilingual Financial Advisor Hybrid - US

Bilingual Financial Advisor

Full Time • Hybrid - US
Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Join the Winning Team at The Banderman Group of Northwestern Mutual!

Are you bilingual and deeply connected to your local community? Join The Banderman Group of Northwestern Mutual as a Financial Advisor and explore the opportunity to serve and build lasting relationships with a diverse, multilingual client base.

Financial Advisors at The Banderman Group offer expert advice and innovative solutions to address the diverse financial needs of both individuals and businesses. Their comprehensive services cover retirement planning, insurance and investment strategies, estate planning, business planning, education funding, and employee benefits. With a strong focus on understanding each client’s unique goals and aspirations, they work closely with clients to develop personalized financial strategies that are designed to set them on a path toward long-term financial success and security.

Why Bilingual Leaders Can Thrive Here:

  1. Enhanced Client Communication & Trust – Bilingual leaders can effectively engage with diverse clients, breaking language barriers and fostering trust, which is crucial in financial services.
  2. Global Market Understanding – Your multilingual skills and cultural awareness may allow you to navigate international markets, identify opportunities, and cater to a wider client base.
  3. Leadership & Adaptability – Having managed teams across different linguistic and cultural backgrounds, you could bring strong leadership, adaptability, and problem-solving skills to the financial services industry.
  4. Competitive Advantage in a Diverse Industry – Bilingual leaders could serve an increasingly diverse clientele, providing tailored financial solutions and enhancing customer experience, giving you the opportunity to gain a competitive edge.
Meet some of our local 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. 
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. 

Required Skills:
BA or BS degree from a four-year institution is preferred. The candidate must be an accomplished communicator with strong verbal and written skills. Strong interpersonal and communication skills, self-motivated, demonstrated history of personal and professional success, high standard of ethics. We are eager to train you from the ground up, and no prior financial services or insurance experience is required to be considered.

Preferred Skills and Experience:
  • Bilingual 
  • Passionate about Business and Finance
Benefits: 
  • Exceptional income potential 
  • Leadership opportunities
  • Extensive training and development; mentorship provided
  • Sponsorship of Licenses: FINRA, series 6, series 7, series 63, series 65, series 66, life and health insurance license
  • Development stipends
  • Expense allowance
  • Comprehensive medical coverage
  • Two company funded retirement plans: a traditional pension plan and a defined contribution plan
  • Group life and disability income insurance

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Banderman is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Compensation: $82,000.00 - $157,000.00 per year




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Why Should You Join Us?

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!