Jonathon Rawlik CFP RICP
Berkley,MI
Summary
Seasoned Associate Wealth Management Advisor with robust experience in providing comprehensive financial planning advice to clients. Strong skills in retirement planning, asset allocation strategies, and tax mitigation. History of success in building long-term client relationships based on trust and understanding of individual client needs. Notable for driving growth and improving client satisfaction through strategic financial guidance.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Associate Wealth Management Advisor
Northwestern Mutual
Troy, MI
05.2010 - Current
- Oversaw 150+ client relationships with a portfolio exceeding $50 million.
- Assessed client financial situations and future goals to create detailed financial plans.
- Executed strategic marketing campaigns resulting in increased client base, contributing to leading the Network office in new acquisitions.
- Developed and maintained strong client relationships through exceptional service and communication.
- Supervised teams handling investments and insurance, achieving seamless implementation of financial plans.
Education
BBA - Personal Financial Planning
Central Michigan University
Mount Pleasant, MI05-2010
Skills
- Client relationship management
- Portfolio management
- Investment strategy
- Tax planning
- Retirement planning
- Developing comprehensive financial plans
Certification
- CFP
- RICP
- Series 6, 7, 65 investment licenses
- Michigan Life, Accident, & Health licenses
Timeline
Associate Wealth Management Advisor
Northwestern Mutual
05.2010 - Current
BBA - Personal Financial Planning
Central Michigan University