Financial Representative Salary in USA

Job Description SummaryProvides consultative financial advice and guidance to the members in regards to their investment needs. Helps accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.Job DescriptionEssential Duties and ResponsibilitiesMeets with members; assesses their needs and financial situations; gathers information regarding investments, asset allocation, savings, tax planning, retirement planning and estate planning; explains features of investment products offered; develops financial strategies, guides the member in establishing financial goals and matches goals to appropriate financial plans.Monitors members’ financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.Develops and implements work plans to achieve goals and objectives; utilizes resources effectively participates in evaluating work processes and procedures to identify opportunities for improvements; prepares and maintains a variety of records and reports.Promotes the Credit Union by participating in community involvement and special events.Company Wide ExpectationsMaintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics.Delivers friendly, caring service to internal and external members.Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures.Follow all physical and online security procedures and maintain strict confidentiality of all member information.Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services.Works scheduled hours and maintains punctuality.Performs other related duties as assigned or requested.EDUCATION/EXPERIENCETo perform this job satisfactorily, an employee must be able to carry out each essential duty competently. The requirements listed below are representative of the education, experience, skills and abilities required. An equivalent combination of education and experience may be considered.Education RequirementsRequired - 4 Year / Bachelors Degree - Business or other relevant disciplineExperience RequirementRequired - 2 Years - Progressively responsible brokerage experienceSpecial Training, Licenses and/or Certificates RequiredLife & Health InsuranceSeries 7 General SecuritiesSeries 63 and 65 or Series 66SKILLS/ABILITIESEnsure all internal and external customer service practices and processes are carried out and meet quality service standards and achieve member satisfaction.Learn and apply information, on a wide range of Credit Union products, services and regulatory compliance requirements, in order to assess member situations and develop solutions.Plan, organize and direct the day-to-day activities of the division.Provide guidance in the resolution of complex problems utilizing advanced knowledge and experience within areas of responsibility.Lead and model RISE values and Code of Ethics through daily interactions and conduct.Promote and foster excellent member service and teamwork throughout division.Communicate in a professional manner and deliver information clearly and effectively to staff. Actively listen to questions, opinions and ideas of others. Use tact and diplomacy in sensitive and confidential situations.Use correct English including spelling, grammar and punctuation.Operate computers and use business software and other standard office equipment.Understand and follow written and oral instructions.Set priorities and manage one’s own time effectively.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Physical RequirementsIntermittent standing, sitting, walking, bending and climbing.Using hands repetitively to handle, feel or operate computers and other standard office equipment.Reaching with hands and arms.Intermittent lifting and carrying up to 25 pounds.WORK ENVIRONMENTAn employee in this job will experience the following main work environments, others not listed may also be encountered on occasion;Works in general office environment in a financial services facility.Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability.We are proud to be a Drug-Free and Tobacco Free Workplace.

Run monthly reports, including all collection related reports. Including the "Not Started" and "In Progress" tasks. Work all self-pay and delinquent accounts for Slocum. Determine if a patient should be allowed to extend their monthly payment arrangements further than 12 months or if they should be given a SFP for possible reduction or charity write off Mail form letters to customers to encourage payment of delinquent accounts. Confer with patients by telephone or in person in attempt to determine reason for overdue payment. Contact delinquent account patients in person. Work closely with Valley, PCS and CSO on our current outside collections, turning accounts and providing information as needed. Assist patients as needed for OHP and/or other financial resources (payment arrangements, Access One, Slocum Financial Program, etc.) Route monthly physician reviews to individual physicians Follow up with insurance companies as needed. Record information about financial status of patients and status of collection efforts. Process bankruptcy notices and all other legal letters/documents. Follow procedures for all month end processes and adjustments. Contact attorney offices regarding patient accounts, as needed. Manage Mail Returns promptly Work No Print statement report from NextGen Edi monthly. Upload address corrections from NextGen Edi. Stay abreast of consumer and collection laws. Various projects as assigned. Turn to outside collection agency the mail returns that we are not able to locate good addresses on. Gives surgical estimates to patients, either in person, on the phone or in writing. Work self-pay A/R. Answer patient questions regarding their billings Compute total bills showing amounts billed to insurance company and to patient. Telephone, write, or check insurance companies web addresses to verify patient's coverage, as well as gather information regarding patient's benefits. Post all collection agency payments Communicate with providers regarding patient questions or billing concerns Answer all telephone calls in a prompt, courteous and efficient manner Other duties as may be assigned.

Your own business.Unlimited income potential.Excellent benefits package.Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources to help you succeed. You'll help people plan for their financial futures while building lasting relationships and making an impact in our local community.Modern Woodmen of America as an organizationThis is an amazing opportunity to join an outstanding organization dedicated to people. Since 1883, we've been focused on securing futures with financial guidance and products. As a fraternal organization, we aren't afraid to roll up our sleeves. We paint park benches, serve meals to those in need, play in dodgeball tournaments and more, all to raise funds and support our community. Our team supports personal and professional growth.What you can expect to do as a financial representativeYou'll meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You'll achieve sales goals and be rewarded with expense-paid trips to world-class destinations. You'll design your schedule, so you can be home for the moments that matter most. In addition to meeting with clients, you'll participate in fraternal activities. Trivia nights, food drives and raffle fundraisers are just a sampling of the activities you'll take part in to raise funds for local nonprofits, individuals and families in your community. Because of your hard work, you'll also be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.You as a financial representativeYou are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. You love being inspired, and your integrity drives you to do the right thing. You strive to always have a positive attitude, and you have the mentality to accomplish anything you set your mind to.What Modern Woodmen offersBeyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing benefits package includes health insurance (Modern Woodmen pays 100%) and an awesome retirement plan (so you can enjoy the best years of your life). Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver and New York await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.So, the real question is, what are you waiting for? Apply today.Check out more here: www.modernwoodmen.org/about-us/careers/Modern Woodmen is an equal opportunity employer.

Your own business.Unlimited income potential.Excellent benefits package.Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources to help you succeed. You'll help people plan for their financial futures while building lasting relationships and making an impact in our local community.Modern Woodmen of America as an organizationThis is an amazing opportunity to join an outstanding organization dedicated to people. Since 1883, we've been focused on securing futures with financial guidance and products. As a fraternal organization, we aren't afraid to roll up our sleeves. We paint park benches, serve meals to those in need, play in dodgeball tournaments and more, all to raise funds and support our community. Our team supports personal and professional growth.What you can expect to do as a financial representativeYou'll meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You'll achieve sales goals and be rewarded with expense-paid trips to world-class destinations. You'll design your schedule, so you can be home for the moments that matter most. In addition to meeting with clients, you'll participate in fraternal activities. Trivia nights, food drives and raffle fundraisers are just a sampling of the activities you'll take part in to raise funds for local nonprofits, individuals and families in your community. Because of your hard work, you'll also be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.You as a financial representativeYou are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. You love being inspired, and your integrity drives you to do the right thing. You strive to always have a positive attitude, and you have the mentality to accomplish anything you set your mind to.What Modern Woodmen offersBeyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing benefits package includes health insurance (Modern Woodmen pays 100%) and an awesome retirement plan (so you can enjoy the best years of your life). Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver and New York await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.So, the real question is, what are you waiting for? Apply today.Check out more here: www.modernwoodmen.org/about-us/careers/Modern Woodmen is an equal opportunity employer.

Financial Representative//Financial Services ProfessionalFinancial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs AnalysisAs a Northwestern Mutual Financial Representative:Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Compensation & BenefitsCommission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFP®, and moreRetirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceFamily Planning You could be right for this opportunity if you have:4-year degree; or equivalent professional work experienceEntrepreneurial ambitionsHistory of success in sales, athletics, military, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipAre you ready to change your life and the lives of your clients? Apply now! About UsFor over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!Why join Northwestern Mutual: #90, Fortune 100 company (2021)Forbes' Best Employers for Diversity (2018-2020)Top 10 US Independent Broker-Dealers1#1 Amongst Life Insurers Most Admired Companies2 for Financial SoundnessBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)$224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com3 Combined client assets of NMIS and NMWMC as of June 30, 2021Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Your own business.Unlimited income potential.Excellent benefits package.Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources to help you succeed. You'll help people plan for their financial futures while building lasting relationships and making an impact in our local community.Modern Woodmen of America as an organizationThis is an amazing opportunity to join an outstanding organization dedicated to people. Since 1883, we've been focused on securing futures with financial guidance and products. As a fraternal organization, we aren't afraid to roll up our sleeves. We paint park benches, serve meals to those in need, play in dodgeball tournaments and more, all to raise funds and support our community. Our team supports personal and professional growth.What you can expect to do as a financial representativeYou'll meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You'll achieve sales goals and be rewarded with expense-paid trips to world-class destinations. You'll design your schedule, so you can be home for the moments that matter most. In addition to meeting with clients, you'll participate in fraternal activities. Trivia nights, food drives and raffle fundraisers are just a sampling of the activities you'll take part in to raise funds for local nonprofits, individuals and families in your community. Because of your hard work, you'll also be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.You as a financial representativeYou are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. You love being inspired, and your integrity drives you to do the right thing. You strive to always have a positive attitude, and you have the mentality to accomplish anything you set your mind to.What Modern Woodmen offersBeyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing benefits package includes health insurance (Modern Woodmen pays 100%) and an awesome retirement plan (so you can enjoy the best years of your life). Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver and New York await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.So, the real question is, what are you waiting for? Apply today.Check out more here: www.modernwoodmen.org/about-us/careers/Modern Woodmen is an equal opportunity employer.

Your own business.Unlimited income potential.Excellent benefits package.Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources to help you succeed. You'll help people plan for their financial futures while building lasting relationships and making an impact in our local community.Modern Woodmen of America as an organizationThis is an amazing opportunity to join an outstanding organization dedicated to people. Since 1883, we've been focused on securing futures with financial guidance and products. As a fraternal organization, we aren't afraid to roll up our sleeves. We paint park benches, serve meals to those in need, play in dodgeball tournaments and more, all to raise funds and support our community. Our team supports personal and professional growth.What you can expect to do as a financial representativeYou'll meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You'll achieve sales goals and be rewarded with expense-paid trips to world-class destinations. You'll design your schedule, so you can be home for the moments that matter most. In addition to meeting with clients, you'll participate in fraternal activities. Trivia nights, food drives and raffle fundraisers are just a sampling of the activities you'll take part in to raise funds for local nonprofits, individuals and families in your community. Because of your hard work, you'll also be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.You as a financial representativeYou are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. You love being inspired, and your integrity drives you to do the right thing. You strive to always have a positive attitude, and you have the mentality to accomplish anything you set your mind to.What Modern Woodmen offersBeyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing benefits package includes health insurance (Modern Woodmen pays 100%) and an awesome retirement plan (so you can enjoy the best years of your life). Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver and New York await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.So, the real question is, what are you waiting for? Apply today.Check out more here: www.modernwoodmen.org/about-us/careers/Modern Woodmen is an equal opportunity employer.

The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.We take an uncommon approach to financial services, focusing on long?term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success. What you'll be doingWork with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.Provide clients with information related to financial products and services on an ongoing basis.Develop and maintain a base of clients who value your input and guidance.Work with clients to keep their financial plans current and aligned with their goals.Requirements Must be a US citizen or permanent residentA four?year college degreePreferred QualitiesSelf?motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeedingDesire to help others achieve financial success through planning and protectionDriven to win and seeking a high-income potential opportunityAn interest in building markets through connections and experiences to cultivate long term relationshipsAbout GuardianA mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com. About Park Avenue Securities LLCChoosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered.As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.

The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.We believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.We take an uncommon approach to financial services, focusing on long?term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success. What you'll be doingWork with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.Provide clients with information related to financial products and services on an ongoing basis.Develop and maintain a base of clients who value your input and guidance.Work with clients to keep their financial plans current and aligned with their goals.Requirements Must be a US citizen or permanent residentA four?year college degreePreferred QualitiesSelf?motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeedingDesire to help others achieve financial success through planning and protectionDriven to win and seeking a high-income potential opportunityAn interest in building markets through connections and experiences to cultivate long term relationshipsAbout GuardianA mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com. About Park Avenue Securities LLCChoosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered.As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.

As business owners, Financial Representatives at Northwestern Mutual Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT CITY, FREDERICK, HUNT VALLEY, YORK-PA) help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.Compensation & Benefitsearnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years)income structure to support training and early developmentincome earned for continued client support and policy managementprograms and expense allowancesfor insurance licensing, SIE, Series 6, Series 63, CFP®, and moreRetirement Package and Pension Planand comprehensive medical, vision, and dental plansInsurance and Disability Income Insurancebenefits at every stage of family planningYou could be right for this opportunity if you have: degree; or equivalent professional work experienceambitionsof success in relationship-building or client-facing rolestime-management skillsfor continuous learning and collaborationcritical thinking and communication competenciesauthorization to work in the US without sponsorshipAbout Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.Why join Northwestern Mutual: 500 company (2023)Best Employers for Diversity (2018-2021)10 US Independent Broker-Dealers2Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate AssetsPlace to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)billion retail investment client assets held or managed by Northwestern Mutual 4Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com4 Combined client assets of NMIS and NMWMC as of June 30, 2023