Benefits:

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Healthcare Expertise into Financial Services with Greater Hartford Wealth Management of Northwestern Mutual!

Leverage Your Healthcare Background for a Rewarding Career:

Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.

Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.

Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.

A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

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.

About the Role: 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 is preferred.

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.

Retirement Benefits: Company-funded pension and contributions to PFGF, our version of a profit-sharing retirement plan designed to support your long-term financial future.

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.

Flexible work from home options available.