Financial Planner Career Changers Wanted

Northwestern Mutual - Greater Hartford Wealth Management; West Hartford (CT); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship support

Work-life balance

Community impact

Health insurance

Job summary

Northwestern Mutual Greater Hartford Wealth Management is seeking a Financial Planner to help individuals and businesses achieve financial goals through personalized insurance solutions and planning.

You’ll build long-term client relationships, understand needs, provide tailored financial guidance, and benefit from sponsorship for licenses, mentorship, and professional development within a collaborative, community‑driven culture.

Qualifications

• Education: bachelor’s degree in finance, business, or related field.
• Experience: Previous experience in financial services or insurance is beneficial but not required.
• Licenses: Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: engage with clients to understand goals.
• Financial Planning: develop plans including investments, insurance, and retirement.
• Insurance Solutions: recommend and implement protection strategies.
• Ongoing Support: monitor plans and adjust strategies.
• Networking: build referrals and community involvement.

Skills

Strong interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree in finance, business, or a related field

Job description

Benefits:

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

Ready to turn your experience into something more meaningful? At Greater Hartford Wealth Management of Northwestern Mutual, you’ll join a team led by nationally recognized women leaders who believe in growing impact through people. Under the leadership of Jen Vitas, named one of the Top 50 Women Chief Development Officers of 2025 by Women We Admire, our firm is rooted in integrity, bold leadership, and fierce advocacy for our clients, team members, and community. Our culture is collaborative, values-driven, and purpose-led, shaped by leaders like Jen Vitas and Danielle DeLorge, whose work reflects a deep commitment to developing others and doing what’s right. Beyond the office, we’re proud to give back through meaningful community involvement, including long-standing support of Alex’s Lemonade Stand through annual Lemonade Ball and Golf Tournament participation.

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

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

Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our 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.

About the Role:

As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree in finance, business, or a related field.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

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.