WEALTH INVESTMENT ASSOCIATE

Nicolet National Bank
United States, Wisconsin, Green Bay
Jan 16, 2025
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. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled