Client Advisor with Athletic Background

Greater Hartford Wealth Management•West Hartford, CT

7d•$71,000 - $88,000•Onsite

About The Position

Greater Hartford Wealth Management of Northwestern Mutual is seeking a Client Advisor with an athletic background to work as a Financial Advisor. The role focuses on understanding clients’ comprehensive financial needs and providing personalized guidance to help them achieve financial protection and planning goals. Advisors design and implement strategies to safeguard clients’ assets, income, and financial well-being, and regularly review and update financial plans and insurance policies as clients’ circumstances or goals change. The position includes building a client network through referrals, community involvement, and professional associations. The firm describes a team-oriented but independent career environment, with coaching, mentorship, skill-building, and accountability. Support includes access to dedicated coaching, a planning team, marketing resources, and experienced mentors. Training is provided for required state insurance licenses, and sponsorship may be considered. Advanced certification sponsorship is also available. The office is located at 29 S Main St. Ste 201, West Hartford, CT 06107.

Requirements

Excellent interpersonal and communication abilities.
Strong analytical skills.
Ability to build lasting client relationships.
Obtain required state insurance licenses; training is provided and sponsorship may be considered.

Nice To Haves

Bachelor’s degree in finance, business, or a related discipline preferred.
Prior experience in insurance, financial services, or business development is beneficial but not mandatory.
Athletic background and associated qualities such as discipline, competitiveness, resilience, goal orientation, and coachability.
Experience in business-development-oriented fields such as medical devices, education, logistics, solar, payroll services, technology business development, real estate, or auto rental.

Responsibilities

Engage with clients to understand their comprehensive financial needs.
Provide personalized guidance to help clients achieve financial protection and planning goals.
Design and implement tailored strategies to safeguard clients’ assets, income, and overall financial well-being.
Review and update clients’ financial plans and insurance policies to reflect changes in their circumstances or goals.
Build a client network through referrals, community involvement, and professional associations.

Benefits

Performance-based bonus and incentives, with unlimited earning potential.
Company parties.
Dental insurance.
Flexible schedule.
Health insurance.
Opportunity for advancement.
Training and development programs.
Vision insurance.
Sponsorship for advanced certifications.
Support from a dedicated planning team, marketing resources, and experienced mentors.