Greater Hartford Wealth Management · West Hartford, CT

Client Advisor with Athletic Background at Greater Hartford Wealth Management — West Hartford, CT

Full-timeWest Hartford, CT$71,000–$88,000/yearPosted 2026-08-01
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Full job description

Benefits

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

Join the Winning Team at Greater Hartford Wealth Management of Northwestern Mutual (NM)!

Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Greater Hartford Wealth Management of Northwestern Mutual!

Why Current and Former Athletes Could Thrive Here: We appreciate the strengths and mindset athletes often bring to a professional environment, habits like discipline, a competitive spirit, and a drive to grow. The career path we offer provides structure, coaching, and support while allowing for personal ownership and independence. Here’s why this environment could feel like a strong fit for those with an athletic background:

• Coaching-Focused Support System: Many who join our firm value being surrounded by people invested in their development. Our approach includes access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, along with weekly opportunities for mentorship, skill-building, and accountability. While we don’t manage people, we do offer guidance and leadership for those who are coachable and motivated to improve.

• Resilience and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focus, qualities that can be helpful when navigating new opportunities or building something of your own.

• Goal-Oriented Approach: Setting and working toward goals is second nature to most athletes. That mindset often translates well in a career where goal-setting and progress tracking are part of the day-to-day rhythm.

• Discipline and Priority Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about priority management, because everyone gets the same 1,440 minutes in a day. How those minutes are invested can make a meaningful difference.

• A Balance of Support and Independence: This is a team-oriented culture in many ways, there’s shared learning, encouragement, and connection. At the same time, many people here value the independence the career offers. It’s a unique mix of collaborative energy and personal responsibility that can feel familiar to those coming from competitive sports.

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 an