Client Advisor with Athletic Background

Northwestern Mutual - Greater Hartford Wealth Management; West Hartford (CT); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

A financial services firm seeks a Financial Advisor to engage clients and provide personalized guidance for achieving their financial goals. The successful candidate will design tailored financial strategies and regularly review their clients' plans. The role offers competitive compensation with performance-based incentives and extensive training. Ideal candidates possess a related bachelor's degree, strong interpersonal skills, and a passion for helping people secure their financial futures. Flexible work options are available.

Qualifications

• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Capable of building lasting client relationships.

Responsibilities

• Engage with clients to understand their financial needs.
• Design and implement tailored financial strategies.
• Regularly review clients' financial plans and policies.
• Cultivate a robust network of clients.

Skills

Interpersonal skills

Communication skills

Analytical skills

Education

Bachelor's degree in finance, business, or related discipline

Job description

Benefits

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join the Winning Team at Greater Hartford Wealth Management of Northwestern Mutual (NM)!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Greater Hartford Wealth Management of Northwestern Mutual!

Why Current and Former Athletes Could Thrive Here

We appreciate the strengths and mindset athletes often bring to a professional environment, habits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Here’s why this environment could feel like a strong fit for those with an athletic background:

Coaching-Focused Support System:
Many who join our firm value being surrounded by people invested in their development. Our approach includes access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, along with weekly opportunities for mentorship, skill-building, and accountability. While we don’t manage people, we do offer guidance and leadership for those who are coachable and motivated to improve.

Resilience and Focus:
Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focus, qualities that can be helpful when navigating new opportunities or building something of your own.

Goal-Oriented Approach:
Setting and working toward goals is second nature to most athletes. That mindset often translates well in a career where goal-setting and progress tracking are part of the day-to-day rhythm.

Discipline and Priority Management:
Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority management, because everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference.

A Balance of Support and Independence:
This is a team-oriented culture in many ways, there’s shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. It’s a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports.

Our growing office is located at: 29 S Main St. Ste 201 West Hartford, CT 06107

Meet Our Local Team

Jen Vitas, Chief Development Officer, District Director & Financial Advisor:

Time with NM: Since 2011

Previous experience: Worked at Fiserv as a Client Service Advisor, partnering with financial institutions to support back‑office operations and business strategy.

Passionate about: Developing people, expanding impact through leadership, and helping both clients and advisors achieve long‑term success. Outside of work, she is a proud single mother of three, enjoys traveling and experiencing new cultures, loves music and dancing, and values spending time outdoors, especially during the summer months.

Danielle DeLorge, Growth & Development Director & Financial Advisor:

Time with NM: Since 2016

Previous experience: Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full‑time role and becoming an integral member of the leadership team.

Passionate about: Building long‑lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.

Alexa Philbrick, New Client Growth & Acquisition Specialist & Financial Advisor:

Time with NM: Since 2020

Previous experience: Made a purposeful career change from another role in finance at age 26. Holds an English minor and a business minor, which shape her strong communication skills and analytical approach. She now focuses on recruiting, developing, and supporting advisors, with particular strength in mentoring career changers and growth‑minded professionals.

Passionate about: Helping clients achieve long‑term financial security, mentoring the next generation of advisors, reading, continuous learning, and taking on new challenges with curiosity and intention.

Paul Schaeffer, FSA, Financial Advisor:

Time with NM: Since 2024

Previous experience: Actuary (FSA) with a background in actuarial science, data and analytics, healthcare finance, underwriting, pricing, reserving, FP&A, and actuarial modeling. Entered Northwestern Mutual with deep product knowledge equivalent to decades of industry experience and a strong professional network of over 2,000 contacts, which helped him transition quickly and build early momentum.

Passionate about: Spending time with his wife and their three children. Enjoys family golf, skiing, and travel, along with music, thought‑provoking puzzles, finance, and making a meaningful impact by helping others.

Bryan Jock, WMC Financial Advisor:

Time with NM: Since 2022

Previous experience: Law enforcement, serving in a supervisory detective role. Developed highly transferable skills including strong client communication, attention to detail for individualized retirement planning, and active listening, now central to his client‑first advisory approach.

Passionate about: His family and spending quality time with his wife and two children. Outside the office, you’ll often find him at the batting cages with his daughter or at the ice rink with his son.

Lia Moylan, Financial Advisor:

Time with NM: Since 2020

Previous experience: Teacher and bartender, bringing a people‑first mindset, adaptability, and strong interpersonal skills into her financial advisory practice. Focused on helping individuals and families reach and maintain long‑term financial security and stability.

Passionate about: Spending time with her three children (a 4‑year‑old daughter and twin 1‑year‑old boys), travel, food, fun experiences, and helping others build a secure future.

Key Responsibilities

As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well‑being, ensuring their long‑term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Qualifications

We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development–oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.

Benefits

You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance‑based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jen Vitas is a District Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.