Wealth Consultant Sports Background

Wealth Consultant with Sports Background About the job Wealth Consultant with Sports Background

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

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
• 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
• Guide clients on investment strategies and opportunities
• Provide expertise on insurance products and coverage
• Assist with retirement planning and wealth management
• Build lasting client relationships for ongoing financial support
• Offer 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

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…