Wealth Investment Associate

4 days ago


Green Bay, Wisconsin, United States Nicolet National Bank Full time
Job Summary

Nicolet National Bank is seeking a highly skilled Wealth Investment Associate to join our team. As a key member of our investment team, you will be responsible for assisting in the management of investment portfolios for our clients.

Key Responsibilities
  • Portfolio Management: Work closely with Wealth Portfolio Managers, Wealth Advisors, and Trust Administrative Officers to maintain appropriate investment strategy/asset allocation for client portfolios based on client circumstances, objectives, and risk tolerance.
  • Investment Research: Active contributor to Investment Committee and Investment Research Team through investment research, monitoring, and various projects.
  • Client Service: Provide clients with exceptional customer service during every interaction.
  • Business Development: Identify and refer business to other areas within the Bank as appropriate.
  • Compliance: Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
Requirements
  • Education: Bachelor's Degree in Finance, Accounting, or Economics Required.
  • Professional Certifications: Chartered Financial Analyst (CFA) Program candidate Preferred.
  • Experience: 2+ years Investment background is required.
  • Licenses: Series 7 and 66 License preferred.
About Nicolet National Bank

Nicolet National Bank is a community bank that values its customers and employees. We are committed to serving our customers with excellence and creating a work environment where our employees feel valued, respected, and supported.



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