Financial Advisor with Management Experience

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 Management Experience into a Career in Financial Services with Greater Hartford Wealth Management of Northwestern Mutual!

Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.

• Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.
• Build Meaningful Relationships: Just as you’ve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.
• See the Impact of Your Work: In management, you’ve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.
• Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isn’t capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.

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:

• 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 is highly preferred, but not required.
• 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).

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.