Wealth Management Trading Analyst - 401(k) Match & PTO

Nicolet National Bank; Green Bay (WI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life Ins.

401(k) with company match

PTO & 11 1/2 paid holidays

Job summary

Nicolet National Bank is seeking a Wealth Management Trading Analyst to support trading, reporting, and system integrations within a semi-autonomous environment. You will collaborate with colleagues and external partners to ensure accurate daily trading, rebalance client accounts, and optimize process efficiency.

The role requires 1–3 years in financial services, relevant licenses when possible, and strong Excel/Word skills. A commitment to compliance and effective communication is essential.

Qualifications

• Bachelor's degree in Business, Finance or related field or equivalent work experience.
• Series 7 and 66 licenses preferred. Series 65 acceptable.
• 1-3 years of financial services experience.
• Microsoft Office Suite, specifically Word and Excel.
• Attention to detail and ability to learn multiple software.
• Strong verbal and written communication and interpersonal skills.

Responsibilities

• Review and process daily trading workflow with a high degree of accuracy.
• Implement investment decisions and rebalance client accounts according to changes in asset allocation or client needs.
• Facilitate and monitor daily trade file transmission, receipt and acknowledgements processes.
• Work with technology partners to analyze and enhance trading, reporting, and related programs.
• Develop written procedures when new products are introduced or system changes are implemented.
• Support department projects as needed.
• Maintain compliance with laws and company policies and promote inclusion.

Skills

Attention to detail

Strong work ethic

Organized

Verbal and written communication

Interpersonal skills

Education

Bachelor's degree in Business, Finance or related field or equivalent

Tools

Microsoft Office Suite (Word/Excel)

Job description

Nicolet National Bank is seeking a Wealth Management Trading Analyst to support trading, reporting, and system integrations within a semi-autonomous environment. You will collaborate with colleagues and external partners to ensure accurate daily trading, rebalance client accounts, and optimize process efficiency.

The role requires 1–3 years in financial services, relevant licenses when possible, and strong Excel/Word skills. A commitment to compliance and effective communication is essential.