Associate Financial Advisor – Client Strategy & Growth

Nicolet National Bank; Dubuque (IA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) with company match

Paid Time Off & 11 1/2 Paid Holidays

Job summary

Nicolet National Bank is seeking an Associate Financial Advisor responsible for managing client relationships and providing financial advice. This role involves developing new client relations, supporting financial advisors, and managing client requests.

The ideal candidate has an undergraduate degree in a related discipline and must complete necessary licensing exams within 90 days. The bank values teamwork and offers competitive benefits including medical, dental, vision, and a 401(k) plan.

Qualifications

• 0-2 years of experience in the industry.
• Completion of FINRA SIE, insurance exams, Series 65, and/or Series 7 and 66 within 90 days.
• Demonstrates expert knowledge of Microsoft Office applications, especially Excel.

Responsibilities

• Manage existing client relationships and formulate advice.
• Develop new client relationships.
• Assist advisors in preparing paperwork and documents for client meetings.
• Manage CRM system for Advisors and clients.
• Support financial advisors with analysis and technical assistance.

Skills

Microsoft Office

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Analytical skills

Confidentiality

Fast learning

Team player

Education

Undergraduate degree in Business, Accounting, Finance, or Economics

Tools

Salesforce

Financial planning software

Portfolio management system

Job description

Nicolet National Bank is seeking an Associate Financial Advisor responsible for managing client relationships and providing financial advice. This role involves developing new client relations, supporting financial advisors, and managing client requests.

The ideal candidate has an undergraduate degree in a related discipline and must complete necessary licensing exams within 90 days. The bank values teamwork and offers competitive benefits including medical, dental, vision, and a 401(k) plan.