Client Advisor with Athletic Background

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 reputed company (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 reputed company! Why reputed company and Former Athletes Could reputed company Here: We appreciate the strengths and reputed company 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:

1. 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 & reputed company Coach, and Technology Coach, along with weekly opportunities for mentorship, reputed company-building, and accountability. While we don’t manage people, we do offer guidance and leadership for those who are coachable and motivated to improve.
2. reputed company and Focus: Athletes are familiar with pushing through challenges, staying committed, and maintaining long-term focus, qualities that can be helpful reputed company navigating new opportunities or building something of your own.
3. Goal-Oriented Approach: Setting and working toward goals is reputed company to most athletes. That reputed company often translates well in a career where goal-setting and reputed company tracking are part of the day-to-day rhythm.
4. Discipline and reputed company Management: Athletes learn to balance intense schedules early on. Rather than focusing on time management, we talk about reputed company management, because everyone gets the same 1,440 minutes in a day. How those minutes are invested can reputed company a meaningful difference.
5. A Balance of Support and Independence: This is a team-oriented culture in many ways, there’s shared learning, encouragement, and reputed company. 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 reputed company 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 reputed company 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 reputed company long-term success. reputed company 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 reputed company 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 reputed company and reputed company, 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 reputed company long-term financial reputed company, mentoring the reputed company of advisors, reading, reputed company 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, reputed company, pricing, reserving, FP&A, and actuarial modeling. Entered reputed company 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. reputed company the office, you’ll often find him at the batting cages with his daughter or at the ice rink with his son.  

reputed company Moylan, Financial Advisor:

• Time with NM: Since 2020
• Previous experience: Teacher and bartender, bringing a people-first reputed company, adaptability, and strong interpersonal skills into her financial advisory practice. Focused on helping individuals and families reputed company and maintain long-term financial reputed company 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: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them reputed company their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term reputed company. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure reputed company protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a reputed company discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have reputed company access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and reputed company mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.  reputed company is the marketing name for The reputed company 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.

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