Dominic Norko CFP®
Plymouth,MI
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Director of Investments & Planning - Associate Financial Advisor
Northwestern Mutual
05.2020 - 11.2023
- Lead development, implementation, and execution of investment recommendations/operations
- Demonstrated proficiency with planning software to achieve complex planning solutions
- Facilitated total client care including financial plan development and maintaining relationships
- Designed and oversees team process for all investment operations - RMDs, money movement, IRA contributions, etc
- Cultivated knowledge of industry products and services by consistently providing high-net-worth clients with investment guidance on building portfolios of $500K+
- Sold managed investment portfolios, annuities, life insurance, and consolidated assets
- Trained and developed new advisors/interns/team members on investment and planning process, software, and operations
- Responsible for the tactical execution of the vision of NM's nationally ranked internship program.
Financial Representative Intern
Northwestern Mutual
08.2017 - 05.2020
- Finished #42 in 2018 production among all college financial representatives in the country
- Licensed to sell insurance, investments, and financial products
- Assessed client's current financial situation to create personal financial plans to meet client needs.
Help Desk Analyst
Northwood University
11.2016 - 05.2020
- Utilized technology skills to assist faculty, students, and staff to troubleshoot and resolve computer and network related issues
- Practiced communication skills and patience to provide IT related guidance in a clear and concise manner.
Education
BBA - Finance
Northwood University
Midland, MI05.2020
Skills
- Financial Planning
- Wealth Management
- Advisor Development
- Process Driven
- Analytical
- Emotional intelligence
Certification
- CERTIFIED FINANCIAL PLANNER™ Professional - Jul 2023 – Present
- Series 7, 6, & 63 Investment Securities Licensed - Jun 2019 – Present
- Licensed producer in Life, Accident, and Health insurance - Dec 2017 – Present
Timeline
Director of Investments & Planning - Associate Financial Advisor
Northwestern Mutual
05.2020 - 11.2023
Financial Representative Intern
Northwestern Mutual
08.2017 - 05.2020
Help Desk Analyst
Northwood University
11.2016 - 05.2020
BBA - Finance
Northwood University