Associate Financial Representative

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.