Financial Planner Seeking Former Educators/Coaches

Job Description

Job Description

Benefits:

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

Transition Your Teaching and Coaching Skills into Financial Services with Greater Hartford Wealth Management of Northwestern Mutual!

• Do Work That Matters: Many people find this career appealing because it allows them to help others in a meaningful way. For teachers and coaches, whose work is already rooted in service and personal connection, this kind of role may feel like a natural extension of what they value most.
• Leverage Your Communication Expertise: As a teacher or coach, you’ve mastered the art of communication, whether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you'll guide clients through important financial decisions that impact their lives.
• Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you can continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.
• See the Impact of Your Work: Just as you’ve seen the difference you’ve made in the classroom or on the field, a career in financial services allows you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients’ lives.
• Achieve Greater Rewards: The transition from teaching or coaching to financial services offers the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionally, while building a future that reflects your values and goals.

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

Follow this link to hear more about Gina Cimineri’s Northwestern Mutual Experience: -PAcM41CRes& list=PLAFDBB5184E6F3603&index=7 

Meet Our Local Leaders:

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 Us: 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.

Position Responsibilities for a Financial Planner:

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Position Requirements:

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and certifications (or willingness to obtain).
• Education: A bachelor's degree is preferred; however, candidates with 10+ years of experience in industries such as solar, tech, pharmaceutical, or medical devices may also be considered.

Our Unique Angle: Meticulous Training and Support
We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

Position Perks:

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

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.