JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on the
principles of community banking, putting the needs of our customers at
the forefront of our decision-making. Our Core Values drive everything
we do, and we are committed to serving our customers with excellence. We
believe that every job in our organization is critical to our success,
and we are dedicated to creating a work environment where our employes
feel valued, respected, and supported. With locations in Wisconsin,
Michigan, Minnesota, and Florida we are proud to service our local
communities and make a positive impact on the lives of our customers. At
Nicolet National Bank, we believe that our people are our most valuable
asset, and we are committed to investing in their growth and
development. The Wealth Investment Associate position will leverage
guidance from the Nicolet Wealth Investment Committee, trading software,
and capital markets knowledge to assist in the management of investment
portfolios for all clients. As a Wealth Investment Associate, you will:
Works 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. Active contributor to
Investment Committee and Investment Research Team through investment
research, monitoring, and various projects. Pro-actively provide
Portfolio Managers and Wealth Advisors timely, detailed information on
proposed portfolio changes. Implement Investment Committee tactical
asset allocation changes into client portfolios as they occur. Knowledge
of investments and asset management strategies, products and services.
Stay abreast of market news and trends and current legal and tax
consequences of investment decisions. Provides clients with exceptional
customer service during every interaction. Identify and refer business
to other areas within the Bank as appropriate. Comply with all federal,
state and local regulatory rules and regulations governing financial
institutions, as well as all company policies and procedures.
Qualifications: Bachelor\'s Degree Finance, Accounting, or Economics
Required Chartered Financial Analyst (CFA) Program candidate Preferred
Strong interest in investments with a desire to pursue a career in
investments 1+ years Investment background is required Series 7 and 66
License preferred Benefits: Medical, Dental, Vision, & Life Insurance
401(k) with a company match PT0 & 11... For full info follow
application link. 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, or protected veteran status and will not be
discriminated against on the basis of disability. If you have any
questions or need assistance in the application process, please contact
HR at recruiting@nicoletbank.com *** APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/E945DEA35F934490
