Wealth Consultant with Military Background

Babitz Financial Group

  • Clayton, MO
  • $86,000-158,000 per year
  • Permanent
  • Full-time
  • 9 days ago
Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Babitz Financial Group of Northwestern Mutual is seeking to bring on a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://youtu.be/7qENT2Ydpn8A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.The Backbone of Our Success, Our Local Leaders:Danny Babitz – Managing Director:
  • How long with NM: Joined Northwestern Mutual in June 2008 and has been with the firm for 17 years.
  • Prior Experience: Danny began his career with Northwestern Mutual as a college intern and transitioned to a full-time Financial Representative immediately after graduation.
  • Passionate About: Danny is passionate about helping people tap into their untapped potential and live more fulfilling lives. Outside of work, he enjoys spending time with his wife, Katelyn, and their two sons. He also loves golfing, traveling, giving back through time and donations, and engaging in personal development.
Andrew F. Babitz, JD, CFP® – Wealth Management Advisor:
  • How long with NM: With Northwestern Mutual for 6.5 years.
  • Prior Experience: Before joining NM, Andrew spent nine years practicing law as an attorney.
  • Passionate About: Andrew values time freedom and is deeply committed to his family—his wife, Diana, and their three children. He enjoys coaching his kids’ sports teams, golfing, traveling, and being involved in the community. His ability to prioritize family while having autonomy in his schedule is what fuels his passion for this career.
Tyler West, CFP®, ChFC®, RICP® – Financial Advisor:
  • How long with NM: With Northwestern Mutual for 5 years.
  • Prior Experience: Began his career directly off-campus following college graduation.
  • Passionate About: Tyler enjoys golfing, traveling, working out, and spending quality time with family. His top motivator is achieving freedom of time and using that freedom to pursue what matters most in life.
Tim O’Toole, CFP® – Financial Advisor:
  • How long with NM: With Northwestern Mutual for 5.5 years.
  • Prior Experience: Worked in property management for a large company for 13 years before transitioning to NM.
  • Passionate About: Tim is married to Ashton and is an avid dog lover. He’s passionate about sports, traveling, and golfing with his wife. He also cherishes spending time with his extended family, who are spread across the country.
Position Overview:As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
  • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
  • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
  • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
  • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
  • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
What Our Representatives Value:
  • Potential for abundant, consistent, and predictable results.
  • A collaborative, high-support team environment, fostering growth and camaraderie.
  • Full business development process training and support for seamless operations.
  • Proven operational systems and cutting-edge technology for enhanced agent efficiency.
  • Achieving high performance while maintaining a great quality of life.
  • A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
  • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
  • People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
  • Savvy communicators who find joy in simplifying complex decisions for others.
  • Generous, open-hearted individuals who treat others with care.
  • Ambitious thinkers who embrace boundless opportunities and possibilities.
  • Advocates for teamwork and cooperation, where everyone contributes equally.
  • Passionate professionals who are approachable and kind-natured.
Benefits:
  • Strong Earnings Potential: Combining first year income and unlimited upside
  • Significant bonus opportunity commensurate with outcomes
  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance
Education:
  • Bachelor's Degree (preferred)
If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Danny Babitz is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.Flexible work from home options available.

Babitz Financial Group