Finance Advisor with Competitive Drive

Banderman Financial Group; Sunset Hills (MO); Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Banderman Financial Group is seeking a Finance and Insurance Advisor to support clients with investment strategies, insurance coverage, and retirement planning. This role focuses on building lasting client relationships within a dynamic Northwestern Mutual environment.

The position offers a hybrid work model with 2-3 days in the office and flexible remote options, plus strong earnings potential and opportunities for advancement.

Qualifications

• Drive to achieve financial licenses and certifications.
• Bonus points for former athletes or sports enthusiasts.
• Positive attitude and hunger for success.
• Bachelor's Degree in a related field.

Responsibilities

• Utilize structured prospecting aligned with business strategy.
• Guides clients on investment strategies and opportunities.
• Provides expertise on insurance products and coverage.
• Assists with retirement planning and wealth management.
• Builds lasting client relationships for ongoing financial support.
• Offers a hybrid work model: 2-3 days in office, flexible remote options.

Education

Bachelor's Degree

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the winning team at Banderman Financial Group of Northwestern Mutual - Sunset Hills.

Ready to step into a career where you're more than just a cog in the machine? At Banderman Financial Group, a dynamic division of Northwestern Mutual, we believe in developing long lasting relationships with our clients and team. Let's start with introducing you to some of our internal 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

• Switched Gears: From occupational therapist to financial guru.
• Style: No-nonsense, gritty, and driven.
• Family Focus: Juggling life with two young daughters and a supportive husband.
• Time with our team: 7+ years.

Our Mission:

We're all about helping people define, build, and truly enjoy their lives. Financial planning can get complicated, but we're here to walk the path with our clients, tackling challenges and seizing opportunities together.

Learn more about Banderman Financial Group by following these links: https://www.linkedin.com/in/matthew-banderman-clf®-08757578/ https://www.facebook.com/NorthwesternMutualSaintLouis

Meet the 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.

Our Guiding Values:

• Faith
• Family
• Growth
• Grit
• Gratitude

Our Passion: Improving lives, protecting dreams, and building legacies.

Why Join Us:

• Attractive benefits package
• Leadership and mentorship by seasoned advisors
• Endless growth opportunities
• High support, high expectation, high accountability culture
• A dynamic, expanding team

Perks & Benefits:

• Strong earnings potential
• Exclusive training with top financial pros
• An environment of mutual support and growth
• Opportunities for prestigious credentials and recognition
• Robust benefits and retirement package

The Day-to-Day of a Finance and Insurance Advisor:

• Utilize structured prospecting aligned with business strategy
• Guides clients on investment strategies and opportunities
• Provides expertise on insurance products and coverage
• Assists with retirement planning and wealth management
• Builds lasting client relationships for ongoing financial support
• Offers a hybrid work model: 2-3 days in office, flexible remote options

Qualifications:

• Drive to achieve financial licenses and certifications
• Bonus points for former athletes or sports enthusiasts
• Positive attitude and hunger for success
• Bachelor's Degree

Ready to be part of a team that's more than just business suits and boardrooms? Come join The Banderman Group, where we're rewriting the rules of financial success.