Client Advisor with Military Background
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
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Banderman Group of Northwestern Mutual is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our offices.
Comprehensive training and ongoing mentorship are provided from day one, ensuring you are supported, developed, and set up for long-term success.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://youtu.be/7qENT2Ydpn8
Our Unique Angle: Meticulous Training and Development: We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.
A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
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.
Follow this link to hear about what draws veterans to opportunities at Northwestern Mutual: https://www.youtube.com/watch?v=cq5Cc3YHL7w
Meet Our Team:
Tom Simon - Financial Advisor:
- Background: Played golf at Mizzou, now a scratch golfer.
- 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.
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.
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 - Recruiter:
- 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.
What Our Representatives Value:
- Predictable growth and performance-based results.
- A collaborative, high-support team environment.
- Full training across the business development process.
- Proven systems, technology, and operational support.
- Leadership opportunities and strong work-life balance.
Candidate Characteristics
- Take ownership and responsibility
- Strong communicators who enjoy helping others make confident decisions
- Team-oriented, driven, and growth-minded
- Service-focused with integrity and professionalism
Position Responsibilities:
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team..
Position Requirements:
- Strong communication and interpersonal skills.
- Goal-oriented with a desire to succeed.
- Life, Accident & Health license.
Position Perks:
- Significant bonus opportunity commiserate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Education:
- Bachelor's Degree (preferred)
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: $87,500.00 - $110,000.00 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!