
Wealth Manager with Military Background
- Muscatine, IA
- $74,300-139,000 per year
- Training
- Full-time
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Time with NM: Started as Growth and Development Director in 2021, transitioned to Managing Director after 9 months.
- Prior Experience: Managed a consulting business, with experience as a speaker, coach, and consultant. Passionate about leadership and developing others.
- Passions: Lives in Eldridge with his wife Lindsay and their six children. Volunteers for youth sports, enjoys family time, watching his kids compete, and traveling.
- Title: Financial Advisor
- Time with NM: Started in 2015
- Prior Experience: Former supervisor at Best Buy, which helped him develop client management skills.
- Passions: Lives in Andalusia, IL, with his wife Kodi and their three children. Enjoys performing as a musical duo, attending kids’ activities, cheering on favorite sports teams, and vacationing.
- Title: Growth & Development Director (GDD)
- Time with NM: Since May 2015
- Prior Experience: Joined through an internship program, now a Certified Financial Planner and Chartered Financial Consultant.
- Passions: Enjoys golfing, boating, and socializing with friends and family. Loves time with her husband Lane and their twin boys. Board member of Lead(h)er.
- Title: Director of Recruiting
- Time with NM: Approaching 1 year
- Prior Experience: Worked in real estate sales and mortgage lending before transitioning to Talent Acquisition in 2022.
- Passions: Enjoys family time with her husband Matt and their 5-month-old son. Likes working out, home renovation projects, and long walks around Costco.
- 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.
- Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
- Achievers who celebrate accomplishments with a balanced and positive mindset.
- People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
- Professionals dedicated to mastering their craft and excelling in their field.
- Savvy communicators who find joy in simplifying complex decisions for others.
- Emerging leaders and team players, equally adept at leading and collaborating.
- Generous souls who gladly treat others without hesitation.
- Ambitious thinkers who embrace boundless opportunities and possibilities.
- Fearless individuals, unafraid of public setbacks as they embrace personal growth.
- Open-minded and receptive, eager to learn and be coached regardless of their experience level.
- Forward-thinkers who balance long-term vision with outstanding short-term performance.
- Advocates for teamwork and cooperation, where everyone contributes equally.
- Passionate about their work, yet approachable and good-natured in their demeanor.
- Significant bonus opportunity commiserate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Bachelor's Degree (preferred)
- State Insurance License or Willingness to Quickly Obtain