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Financial Planner with Healthcare Background in City of Saint Peters

Financial Planner with Healthcare Background in City of Saint Peters

Energy Jobline ZRSt Peters, MO, United States
1 day ago
Job type
  • Full-time
Job description

Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide.

We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.

Job DescriptionJob Description Benefits :

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

Transition Your Healthcare Expertise into Financial Services with The Banderman Group of Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career :

  • Build Direct Client Relationships : Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
  • Make a Meaningful Impact : Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
  • Unlimited Growth Potential : As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
  • A Rewarding Career Path : Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
  • Learn more about The Banderman Group by following these links :

    Meet Our Leaders :

    Matt Banderman - Managing Director :

  • What a Journey : Rising from 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.
  • Champion : Committed to and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.
  • 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 : 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 - Director of Recruitment :

  • 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.
  • Key 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 to meet changing circumstances.
  • Networking : Build and maintain a network of clients through referrals, community involvement, and professional associations.
  • Qualifications :

  • Education : A bachelor's degree is highly , but not required.
  • Experience : Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills : Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses : Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
  • Position Perks :

  • Significant bonus opportunity commensurate with outcomes
  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance
  • Ongoing professional development
  • Local culture of support and positive recognition
  • 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.

    If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.

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    Financial Planner • St Peters, MO, United States

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