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Entry Level Financial Specialist
$65,000 - $85,000 / year
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Overview
Job Description
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- What a Journey: Rising from intern 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.
- Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.
- Background: Played golf at Mizzou, now a scratch golfer.
- 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.
- 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.
- 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.
- 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.
- Education: A bachelor's degree is preferred.
- 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).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Flexible work from home options available.
- 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.
- 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.
- Background: Worked in healthcare for 3 years prior to transitioning to Northwestern Mutual.
- Professional Achievements: Pacesetter 40 and 60 awards, Million Dollar Round Table and Pathfinder
- Family Focus: Helping all families gain greater financial security
- Time with our team: 7+ years.
- Faith - Complete confidence, trust, and hope in a person, community, or system.
- Growth - Commitment to new learning and doing the work required to get better every day.
- Grit - The courage to take personal initiative and persist over long periods of time with a positive attitude and the same level of energy despite tremendous setbacks, discouragement and rejection.
- Gratitude - The conscious effort to count one's blessings. The emotion generates a climate of positivity that both reaches inward and extends outward, helping to deal with adversity and build strong relationships.
- Charisma – Compelling attractiveness or charm that can inspire action from others. Positive energy, humble confidence, lifting people up, the “IT” factor.
- Get off to a fast start
- Grow your career in finance through distinct learning paths
- Pursue advanced professional certifications with financial support
- Integrity
- Emotional Intelligence
- Persistance
- Desire for Achievement
- Optimism
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
