Associate Financial Representative: Client-Driven Wealth Planning

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

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