Associate Financial Representative Finance Jobs

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Associate Financial Representative

Northwestern Mutual-Dosch Wealth Management Zanesville, OH

Zanesville, OH

Today

$35k - $50k/yr Full time Associate Financial Representative Client Relations Client Service

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Job Description

The Associate Financial Representative (AFR) role at Northwestern Mutual-Dosch Wealth Management supports client service and helps drive smooth day-to-day office operations. The position provides responsive assistance to clients and practical support to advisors to keep Dosch Wealth Management’s workflow organized and on track.

Role Overview

As an AFR, you will maintain organized administrative and operational follow-through within the office. The role focuses on consistent support, timely communication, and helping ensure daily processes are handled reliably for both clients and advisors.

Key Responsibilities

Provide responsive service to clients
Support advisors within the office
Help keep daily workflow and office operations organized
Deliver consistent follow-through on administrative and operational needs

Required Qualifications

Associate’s Degree (minimum)
Health and Life license preferred, or ability to obtain licensing within 6 months of employment
Experience in administrative support or customer service, preferably in the financial services, insurance, or investment industry
Excellent oral and written communication skills
Comfortable and skilled with incoming and outgoing client calls
Familiarity with Microsoft applications, data entry, and information retrieval software
Strong organizational and time management skills, with the ability to multitask, set priorities, and meet deadlines
Careful attention to detail with a high degree of accuracy
Ability to proactively identify what needs to be accomplished and take appropriate action
Interest in continuous learning
Ability to embrace change and work in a fast-paced environment
Ability to work independently and as part of a team
Ability to maintain confidentiality
Background check and fingerprinting required

Technologies and Tools

Microsoft applications
Data entry
Information retrieval software

Compensation and Employment Details

Job type: Full-time
Location: Zanesville, OH (in person)
Schedule: Monday to Friday, 8:00am to 4:30pm
Work setup: One location, in person; remote work not available
Pay: USD 35,000 to 50,000 per year

Benefits

Retirement Plan with Match
Life and Disability Insurance Provided
Health Insurance Available
Dental Insurance Available
Vision Insurance Available
Professional Development Assistance
Paid time off

Benefit Eligibility

Only full-time employees are eligible for benefits.

Additional Information

For more details about Dosch Wealth Management, visit: www.doschwealthmanagement.com.

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