Associate Financial Representative

Northwestern Mutual Group; Zanesville (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

Northwestern Mutual-Dosch Wealth Management in Zanesville, OH seeks an Associate Financial Representative. This full-time on-site role supports financial advisors by preparing financial plans, organizing client information, and tailoring recommendations to clients' goals.

You will participate in client meetings, onboard new clients, process applications for insurance and investment products, maintain regulatory-compliant records, and contribute to business development through client outreach and

Qualifications

• Knowledge of financial planning and retirement planning to develop client-focused strategies.
• Experience with insurance and investments to recommend suitable solutions.
• Foundational finance knowledge to interpret financial data and support recommendations.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Excellent interpersonal and communication abilities with a client-service mindset.

Responsibilities

• Prepare and review financial plans for clients.
• Organize client information and maintain records.
• Assist with recommendations aligned to clients’ goals.
• Lead client onboarding and follow-up on actions.
• Support business development through client outreach and relationship-building.

Skills

Financial Planning

Retirement Planning

Insurance

Investments

Finance

Analytical Skills

Interpersonal Skills

Education

Finance degree

Business or Economics degree

CFP/CLU/ChFC progress

Job description

Company Description

Northwestern Mutual-Dosch Wealth Management is a leading financial services organization that helps individuals and families build long-term financial security through personalized, people-first planning. The company offers a broad range of solutions, including life, disability income, and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management. With substantial assets under management and millions of clients served, Northwestern Mutual-Dosch Wealth Management provides robust wealth management and investment services nationwide. The organization supports a growing field force of financial advisors and professionals across the country, emphasizing inclusion and diversity as key strengths in shaping the future of financial security. Financial representatives and interns partner with Northwestern Mutual as independent contractors, supported by the firm’s resources, training, and brand.

Role Description

The Associate Financial Representative role is a full-time, on-site position based in Zanesville, OH. In this role, the individual supports financial advisors by preparing and reviewing financial plans, organizing client information, and assisting with recommendations tailored to clients’ goals. Day-to-day tasks include participating in client meetings, following up on action items, processing applications for insurance and investment products, and maintaining accurate records in compliance with regulatory and company standards. The role involves taking the lead with client onboarding, making phone calls to clients as needed, responfing to service requests and helping the team however needed. The Associate Financial Representative also contributes to business development through client outreach, service follow-up, and fostering strong, long-term client relationships.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to support the development of comprehensive, client-focused strategies.
• Candidates should possess skills in Insurance and Investments to assist in selecting appropriate protection and wealth-building solutions.
• Candidates should possess foundational knowledge in Finance to interpret financial data and support sound recommendations.
• Strong analytical, organizational, and problem-solving skills, with attention to detail and accuracy.
• Effective interpersonal and communication abilities, with a client-service mindset and professional demeanor.
• Ability to work on-site in Zanesville, OH, collaborating with financial advisors and support staff.
• Relevant coursework or a degree in finance, business, economics, or a related field is beneficial; progress toward professional designations (e.g., CFP, CLU, ChFC) is a plus.
• Willingness to obtain applicable securities and insurance licenses as required.