
Client Advisor, Seeking Athletes
- Davenport, IA
- $72,400-123,000 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
- Teamwork and Collaboration: Just like in sports, our success depends on working as a team. Athletes and coaches both understand the power of collaboration—whether it’s executing plays on the field or guiding a team to perform at its best. This teamwork mindset creates a supportive, goal-driven environment where everyone is committed to delivering the best results for clients.
- Resilience and Determination: Athletes face challenges head-on, and coaches are there to guide them through it. Both groups are no strangers to setbacks and know what it takes to push through adversity. That resilience directly translates into the professional world, where staying focused and persistent is key to long-term success.
- Goal-Oriented Mindset: Whether it’s achieving a personal record or leading a team to victory, athletes and coaches are wired to set clear goals and work relentlessly toward them. This same mindset drives our representatives to help clients achieve their financial goals with purpose and precision.
- Discipline and Time Management: Balancing training schedules, game days, and planning sessions requires serious discipline—something athletes and coaches have mastered. These time management skills are critical in managing client portfolios, meeting deadlines, and staying highly productive.
- Leadership and Mentorship: Coaches in particular bring a natural leadership style and a passion for developing others. In our business, this ability to mentor, guide, and inspire translates seamlessly into helping clients—and teammates—grow and succeed.
- Competitive Spirit: The desire to win and be the best runs deep. Athletes and coaches alike bring a healthy competitive edge that fuels performance, encourages continuous improvement, and drives outstanding service for our clients.
- How long with NM? Started as Growth and Development Director in 2021, transitioned to Managing Director after 9 months.
- Previous Experience? Managed a consulting business, with experience as a speaker, coach, and consultant.
- Passionate about? Lives in Eldridge with his wife Lindsay and their six children. Volunteers for youth sports, enjoys family time, watching his kids compete, and traveling.
- How long with NM? Started in 2015.
- Previous Experience? Former supervisor at Best Buy, which helped him develop client management skills.
- Passionate about? 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.
- How long with NM? Started in May 2015.
- Previous Experience? Joined through an internship program, now a Certified Financial Planner and Chartered Financial Consultant.
- Passionate About? 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.
- How long with NM? Approaching 1 year.
- Previous Experience? Worked in real estate sales and mortgage lending before transitioning to Talent Acquisition in 2022.
- Passionate About? Enjoys family time with her husband Matt and their 5-month-old son. Likes working out, home renovation projects, and long walks around Costco.