What are the responsibilities and job description for the Financial Specialist Entry Level position at Northwestern Mutual of Central Missouri?
Benefits:
Northwestern Mutual of Central Missouri is ready to add a new Financial Specialist to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our office in Central Missouri.
We are proud to announce that our Missouri Network Office was just named a 2024 Top Workplace by USA Today!
Role Overview: As a Financial Specialist, your primary role involves advising clients on appropriate insurance and investment products to safeguard their assets and achieve their financial goals. You will conduct comprehensive assessments of clients' financial situations, allowing you to develop customized financial plans tailored to their specific needs. Building and maintaining long-term relationships with clients is essential, ensuring continuous support and regular updates on their financial plans to adapt to changing circumstances and market conditions.
About CoMo Native, Mike Mouser, Managing Director: Mike Mouser was adopted from Seoul, South Korea, and raised in Southeast Missouri, where his love for baseball and sports flourished from a young age. He further developed his leadership skills during his time at Mizzou, where he pursued a BA in Marketing and actively engaged in the Vasey Academy, Cornell Leadership Program, and Delta Sigma Phi Fraternity.
Upon graduating from Mizzou, Mike embarked on his career journey, joining Northwestern Mutual in 2012 while still in college. The company's culture, mentorship from successful advisors, and the opportunity to impact lives resonated deeply with him. Transitioning to full-time with Northwestern Mutual in the summer of 2013, Mike shaped his vision for a future filled with growth and impact.
Today, Mike resides in Columbia, MO, with his wife Heidi, who plays an integral role in the Northwestern Mutual Columbia office. Together, they have built a thriving family business and are overjoyed to have a healthy little boy who brings immense joy to their lives. Mike and Heidi are dedicated to their CoMo community, spending cherished moments with their son and supporting families through their work at Northwestern Mutual Central MO.
About Us: At Northwestern Mutual of Central Missouri, our mission is: Improve Lives, Protect Dreams, and Build Legacies. Furthermore, Northwestern Mutual receives some of the highest rankings across the industry including: A from the A.M. Best Company, AAA from Fitch Ratings, Aaa with Moody’s Investors Services and AA from S&P Global Ratings*. In 2022, Northwestern Mutual was again named one of the World's Most Admired Companies® in its industry according to Fortune's annual survey.
Who We Serve: We specialize in serving clients who are intelligent, responsible, and successful professionals and local business leaders who are forward-thinking about protecting and enhancing their financial future. Our unique and systematic 4-step approach empowers clients to understand complex financial issues and align them with their life goals, whether they seek current financial success or long-term asset protection.
The Competitive Edge: As a former athlete or someone who is driven by internal competition, you possess the characteristics that could lead to exceptional success as a wealth manager at Northwestern Mutual. Your history of athletic achievement and the determination to overcome adversity align with our local values of grit, perseverance, and others-focused leadership.
Why Choose Northwestern Mutual of Central Missouri:
Bryan Hickey - Financial Advisor:
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mike Mouser is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
This material is intended to show the potential of the career and shall in no way be construed as contractual obligations by the office or The Northwestern Mutual Life Insurance Company.
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Training & development
- Vision insurance
Northwestern Mutual of Central Missouri is ready to add a new Financial Specialist to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our office in Central Missouri.
We are proud to announce that our Missouri Network Office was just named a 2024 Top Workplace by USA Today!
Role Overview: As a Financial Specialist, your primary role involves advising clients on appropriate insurance and investment products to safeguard their assets and achieve their financial goals. You will conduct comprehensive assessments of clients' financial situations, allowing you to develop customized financial plans tailored to their specific needs. Building and maintaining long-term relationships with clients is essential, ensuring continuous support and regular updates on their financial plans to adapt to changing circumstances and market conditions.
About CoMo Native, Mike Mouser, Managing Director: Mike Mouser was adopted from Seoul, South Korea, and raised in Southeast Missouri, where his love for baseball and sports flourished from a young age. He further developed his leadership skills during his time at Mizzou, where he pursued a BA in Marketing and actively engaged in the Vasey Academy, Cornell Leadership Program, and Delta Sigma Phi Fraternity.
Upon graduating from Mizzou, Mike embarked on his career journey, joining Northwestern Mutual in 2012 while still in college. The company's culture, mentorship from successful advisors, and the opportunity to impact lives resonated deeply with him. Transitioning to full-time with Northwestern Mutual in the summer of 2013, Mike shaped his vision for a future filled with growth and impact.
Today, Mike resides in Columbia, MO, with his wife Heidi, who plays an integral role in the Northwestern Mutual Columbia office. Together, they have built a thriving family business and are overjoyed to have a healthy little boy who brings immense joy to their lives. Mike and Heidi are dedicated to their CoMo community, spending cherished moments with their son and supporting families through their work at Northwestern Mutual Central MO.
About Us: At Northwestern Mutual of Central Missouri, our mission is: Improve Lives, Protect Dreams, and Build Legacies. Furthermore, Northwestern Mutual receives some of the highest rankings across the industry including: A from the A.M. Best Company, AAA from Fitch Ratings, Aaa with Moody’s Investors Services and AA from S&P Global Ratings*. In 2022, Northwestern Mutual was again named one of the World's Most Admired Companies® in its industry according to Fortune's annual survey.
Who We Serve: We specialize in serving clients who are intelligent, responsible, and successful professionals and local business leaders who are forward-thinking about protecting and enhancing their financial future. Our unique and systematic 4-step approach empowers clients to understand complex financial issues and align them with their life goals, whether they seek current financial success or long-term asset protection.
The Competitive Edge: As a former athlete or someone who is driven by internal competition, you possess the characteristics that could lead to exceptional success as a wealth manager at Northwestern Mutual. Your history of athletic achievement and the determination to overcome adversity align with our local values of grit, perseverance, and others-focused leadership.
Why Choose Northwestern Mutual of Central Missouri:
- A Winning Culture: Our Columbia, MO office is a tight-knit community with values aligned to deliver the best for our clients. We celebrate collective victories and support each other's growth and success.
- Quality Training and Development: With Mike’s support team there to mentor you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your client’s lives & achievements soar.
- Strong Earning Potential: Our advisors across Central Missouri have seen remarkable success. With significant guidance, you'll have the chance to excel and secure a bright financial future.
- Leadership and Growth: You'll have the potential to develop into a better human, with opportunities to earn prestigious credentials while embracing generosity as a way of life.
- Strong earnings potential.
- Exclusive training/development with a top 1% financial services professionals supporting you.
- An environment and culture of mutual support and growth.
- Opportunity to obtain prestigious credentials and recognition.
- Consistent opportunities for growing your income and character.
- Strong benefits and retirement package.
- Willingness and ability to achieve financial services licenses and certifications.
- Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
- Positive attitude and drive to succeed.
- Bachelor’s Degree (preferred).
Bryan Hickey - Financial Advisor:
- Passionate Financial Advisor at Northwestern Mutual for 20 years and a leader at Northwestern Mutual.
- Dedicated family man leading a small church group at The Crossing, with a love for golf, fitness and cherished moments with his wife Kenley and children Ila Rose & Wilson.
- Completed his first IRONMAN in 2021, raising thousands for pediatric cancer research through Rally For Rhyan.
- Former college basketball star, now College Unit Director at Northwestern Mutual.
- Harrisburg, MO native, from a family of teachers, deeply values hard work and dedication.
- Embraces challenges, takes pride in his unique journey to success.
- Young professional making waves as a rising star at Northwestern Mutual and passionately serving Northwestern Mutual.
- Communications graduate from MU, bringing fresh insights to the team.
- Introduced to the team through her mom.
- Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings). Ratings are subject to change.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mike Mouser is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
This material is intended to show the potential of the career and shall in no way be construed as contractual obligations by the office or The Northwestern Mutual Life Insurance Company.
Flexible work from home options available.
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