Financial Advisor - Competitive Drive Wanted

Greater Hartford Wealth Management; West Hartford (CT); On-site; 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

Greater Hartford Wealth Management of Northwestern Mutual is seeking a Financial Advisor in West Hartford, CT to help clients understand their financial needs and design tailored strategies that protect assets, income, and long-term security.

You will grow your practice through referrals, community involvement, and professional relationships, supported by coaching-focused guidance, a collaborative team, and a path to ownership of your practice.

Qualifications

• Bachelor's degree preferred, but not required.
• A genuine competitive drive.
• Strong interpersonal and communication skills.
• Backgrounds in competitive, business-development-oriented fields welcomed.
• Willingness to obtain state insurance licenses with training and sponsorship considered.

Responsibilities

• Design tailored financial strategies to help clients protect assets and income.
• Review client plans regularly and adjust as circumstances change.
• Grow the practice through referrals, community involvement, and professional relationships.

Skills

Competitive drive

Interpersonal skills

Communication skills

Business development experience

Education

Bachelor's degree preferred

Job description

Benefits:

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

Do You Have the Drive to Compete at the Highest Level?

Some people are comfortable staying in their lane. Others are wired to compete, push, and grow — no matter what field they're in. If you're the second kind, Greater Hartford Wealth Management of Northwestern Mutual is where that drive gets put to work. You'll get real coaching, real structure, and the independence to build something entirely your own.

Our Thriving Location:

29 S Main St., Ste 201, West Hartford, CT 06107

Why Competitive People Thrive Here

This career rewards the same instincts that drive success in competitive environments:

• Coaching-focused support: A team-oriented culture with shared learning and accountability, balanced with real ownership over how you build your practice.
• Resilience: Success here means pushing through setbacks and staying committed to long‑term goals, not just short‑term wins.
• Goal‑oriented mindset: Setting targets and tracking progress toward them is part of the day‑to‑day rhythm.
• Priority management: Everyone gets the same 1,440 minutes in a day — how you invest them is what separates good from great.

About the Role

As a Financial Advisor, you'll work with clients to understand their financial needs and design tailored strategies that protect their assets, income, and long‑term security. You'll regularly review and update client plans as circumstances change, and grow your practice through referrals, community involvement, and professional relationships.

Meet the Team

Jen Vitas | Chief Development Officer, District Director & Financial Advisor | With NM since 2011
Came from Fiserv, partnering with financial institutions on back‑office strategy. Focused on developing people and expanding impact through leadership. A proud single mom of three who loves travel, music, and time outdoors.

Danielle DeLorge | Growth & Development Director & Financial Advisor | With NM since 2016
Started as a college intern and grew into a key leadership role. Passionate about client relationships built on empathy and integrity, and spends her free time with her husband, their two golden retrievers, and family outdoors.

Alexa Philbrick | New Client Growth & Acquisition Specialist & Financial Advisor | With NM since 2020
Made a purposeful career change into financial services at 26. Focuses on recruiting and mentoring career changers, enjoys reading and continuous learning outside of work.

Paul Schaeffer, FSA | Financial Advisor | With NM since 2024
Former actuary with a background in data analytics and healthcare finance, entering NM with deep product knowledge and a 2,000+ contact network. Enjoys family golf, skiing, and travel with his wife and three kids.

Bryan Jock | WMC Financial Advisor | With NM since 2022
Came from law enforcement, where he served as a supervisory detective — experience that shaped his client‑first, detail‑oriented approach. Often found at the batting cages or ice rink with his kids.

Lia Moylan | Financial Advisor | With NM since 2020
Previously a teacher and bartender, bringing a people‑first mindset to her advisory practice. Raising three young children, and enjoys travel, food, and helping others build financial security.

What You'll Need

• Bachelor's degree preferred, but not required
• A genuine competitive drive
• Strong interpersonal and communication skills
• Backgrounds in competitive, business‑development‑oriented fields welcomed
• Willingness to obtain required state insurance licenses — training provided, sponsorship considered

What We Offer

• A coaching‑based support system built for people who want to compete and grow
• Performance‑based compensation that grows with your production
• Support from a dedicated planning team, marketing resources, and experienced mentors
• Flexibility to build a schedule around your goals
• The opportunity to build a practice and a legacy that’s entirely your own

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alexa Philbrick is a General Agent for NM and is not in legal partnership with NM or its subsidiaries.