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.
• 2 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