Wealth Planning Investment Analyst

JOB REQUIREMENTS: 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, Iowa, 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 Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients. This role is responsible for gathering and analyzing client data, preparing financial plans and investment-related materials, and supporting the overall activities of the team. The Wealth Planning & Investment Analyst is typically assessed on their ability to master the tools, technology, and planning processes used to service clients, as well as their demonstrated proficiency in Nicolet's financial planning and investment approach, including software applications, methodology, and presentation standards. This position is responsible for preparing financial reports, proposals, and client-ready presentations and requires consistent use of discretion, independent judgment, and specialized knowledge in financial planning and investment advisory services. As a Wealth Planning & Investment Analyst, you will: Analytical Work closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. Work with Managing Director to assist in preparing paperwork and documents for client meetings. May attend client meetings and prepare summary of notes from meetings. Analyze client information and prepares reports and presentations. Enter client data into financial planning software and prepares draft plans. Analyze asset allocation and assists in generating portfolio rebalancing trades. Research financial products and... For full info follow application link. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have any questions or need assistance in the application process, please contact HR at [email protected] ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/5A301980F09447A7