Wealth Consultant with Sports Background

1 week ago


St Peters, MO, United States The Banderman Group Full time

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 The Banderman Group of Northwestern Mutual - Sunset Hills.

Why Current and Former Athletes Thrive in this role:

We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:

Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration.

Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations.

Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes.

Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes.

Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field.

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

Role Overview:

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

Meet some of our local STL leaders: 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: Accountant with 16 years in construction 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.

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.

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.

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. Apply now and let's create the future, together

Flexible work from home options available.



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