Financial Planner with Healthcare Background at Northwestern Mutual in MO-St. Louis-63127

Overview

Transition Your Healthcare Expertise into Financial Services with Banderman Financial Group of Northwestern Mutual! Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rath…

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Preferred

Benefits

About Northwestern Mutual

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 & 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: 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. About Northwestern Mutual (NM): When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less. Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic. Click HERE to learn about a day in the life of a Northwestern Mutual Representative OUR MISSION: We help people make smart choices, so their goals aren't left to chance. OUR NICHE: Empowering people to discover and pursue what’s possible. Tom Simon 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. Derek Stephens 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. Libby Evers 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. Meet our 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. 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.

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