Investment Associate

Nicolet National Bank; Green Bay (WI); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player seeks a dedicated Wealth Investment Associate who will play a vital role in managing investment portfolios. This position requires collaboration with Wealth Portfolio Managers and Advisors to ensure that client strategies align with their goals and risk tolerance. You will contribute to the Investment Committee and stay informed about market trends, providing exceptional service to clients while adhering to regulatory standards. Join a team that values its employees and fosters professional growth in a supportive environment, making a positive impact on the community through your work.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics is required.
• 1+ years of investment background and strong interest in investments.

Responsibilities

• Assist in managing investment portfolios for clients based on their objectives.
• Provide timely information on proposed portfolio changes to Wealth Advisors.

Skills

Investment Knowledge

Customer Service

Analytical Skills

Communication Skills

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Accounting

Bachelor’s Degree in Economics

Tools

Trading Software

Job description

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 employees 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:

• 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.
• Be an active contributor to the Investment Committee and Investment Research Team through investment research, monitoring, and various projects.
• Proactively provide Portfolio Managers and Wealth Advisors with timely, detailed information on proposed portfolio changes.
• Implement Investment Committee tactical asset allocation changes into client portfolios as they occur.
• Have 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.
• Provide 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 in Finance, Accounting, or Economics Required
• Strong interest in investments with a desire to pursue a career in investments
• 1+ years of 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