Strategic Wealth Advisor: Grow Client Relationships

Nicolet National Bank; Iowa City (IA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid time off

Paid holidays

Job summary

Nicolet National Bank is seeking a Financial Advisor to manage client relationships and provide financial advice. You will be responsible for developing new client relationships, creating financial plans, and supervising support staff.

The ideal candidate has a bachelor's degree, relevant licensing, and experience in financial advising. Benefits include medical, dental, and a 401(k) plan with company match.

Qualifications

• Bachelor's degree required in a related field.
• SIE, Series 65, Series 7, Series 66 licenses needed.
• 5+ years of advisory experience expected.

Responsibilities

• Manage existing client relationships and develop new ones.
• Create and review financial plans and implementation.
• Coordinate with client services and supervise staff.

Skills

Financial planning

Client relationship management

Investment strategy

Leadership

Microsoft Excel

Communication skills

Education

Bachelor's degree in Accounting, Finance, or Economics

CFP certification

Tools

Microsoft Office

Financial planning systems

Job description

Nicolet National Bank is seeking a Financial Advisor to manage client relationships and provide financial advice. You will be responsible for developing new client relationships, creating financial plans, and supervising support staff.

The ideal candidate has a bachelor's degree, relevant licensing, and experience in financial advising. Benefits include medical, dental, and a 401(k) plan with company match.