Financial Advisor & Planning Specialist — Flexible, Mentored

Banderman Financial Group; Sunset Hills (MO); On-site; USD 76,000 - 193,000; Full time

Benefits offered by this job

Professional development

Mentorship and sponsorship for licens

Flexible schedule

Performance-based compensation

License sponsorship

Job summary

Banderman Financial Group is seeking a Financial Representative to join Northwestern Mutual’s local team in Saint Louis. You will build long-term client relationships, assess individual needs, and provide tailored financial solutions including insurance and investments.

The role offers training and sponsorship for licenses, with uncapped earning potential and a supportive mentorship culture that emphasizes growth, balance, and community impact. Office-based with flexible scheduling options.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills; ability to build trust and rapport with clients.

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.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Communication

Analytical thinking

Building trust with clients

Education

Bachelor's degree preferred

Job description

Banderman Financial Group is seeking a Financial Representative to join Northwestern Mutual’s local team in Saint Louis. You will build long-term client relationships, assess individual needs, and provide tailored financial solutions including insurance and investments.

The role offers training and sponsorship for licenses, with uncapped earning potential and a supportive mentorship culture that emphasizes growth, balance, and community impact. Office-based with flexible scheduling options.