Top 1 Finance associate Jobs in Wausau, Wi

Associate Financial Advisor
Nicolet National Bank —Wausau, WI
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply

Discover related jobs

Based on your search for finance associate jobs.

Sales Associate - Training Provided
DSI —Wausau, WI
Process transactions, activate service plans, and complete sales accurately. Identify customer needs through consultative selling and active listening.
$45,000 - $80,000 a year
Quick Apply
6d
Retail Associates
Hobby Lobby —Wausau, WI
Previous experience in the craft or hobby field is preferred, but not necessary. Store hours are Monday through Saturday, 9 am to 8 pm and we are CLOSED ON…
$20.15 - $21.15 an hour
1d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

People & Finance Associate
KIPP Columbus —Columbus, OH
The Associate will own a defined set of repeatable, process-driven responsibilities in each department, shifting emphasis during predictable peaks such as…
Quick Apply
Part Time Associate Banker Columbus East (30 Hours)
JPMorganChase —Gahanna, OH
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing…
12d

Show more jobs in cities nearby

I want to receive the latest job alert for finance associate in wausau, wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance associate jobs near wausau, wi

Financial Advisor jobs in Wausau, WI

College Advisor jobs in Dallas, TX

Financial Advisor jobs in Fort Worth, TX

Financial Analyst jobs in Rochester, NY

Academic Advisor jobs in Seattle, WA

Financial Advisor jobs in Saint George, UT

Financial Advisor jobs in Ocala, FL

Financial Planner Entry Level jobs in Chicago, IL

Financial Advisor jobs in Renton, WA

Associate Financial Advisor

Nicolet National Bank -
Wausau, WI

Quick Apply

Job Details

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Confidential information handling
Spreadsheets
Research
Productivity software
Experience practicing in the securities industry
Excel data analysis

Full 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, 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 Associate Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.

As an Associate Financial Advisor, you will:
Analytical:

Work with Advisor to assist in preparing paperwork and documents for client meetings.
Attend client meetings and prepare summary of notes from meetings.
Analyze client information and prepare reports and presentations.
Enter information into financial planning software and prepare draft plans.
Analyze asset allocation and generate rebalancing trades.
Research products and product pricing and contact carriers for information.
Research investment managers and investment services and their pricing.
Create custom spreadsheets for analyzing purchase decisions or planning scenarios.

Client Service:

Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
Researches and responds to client inquires, changes and account maintenance.
Handles requests for transfers of funds in and out of accounts.
Enters or updates cost basis information.
Fills out necessary forms for opening or maintaining accounts.
Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
Assists in generating performance reports.
Maintains internal client file integrity.
Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
Researches and responds to client inquires, changes and account maintenance.
Handles requests for transfers of funds in and out of accounts.
Enters or updates cost basis information.
Fills out necessary forms for opening or maintaining accounts.
Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
Assists in generating performance reports.
Maintains internal client file integrity.

General:

Supports financial advisors with analysis, client service and technical assistance.
Learns technical skills to prepare to service clients independently as a Financial Advisor.
Engages in teamwork and teambuilding and integrates into the culture.
Upholds Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
Understands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.

Qualifications:

Has earned an undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics.
Completion of FINRA Securities Industries Essentials (SIE), insurance exam, and Series 65 and/or Series 7 and Series 66 within the first 90 days of employment.
0-2 years of experience in the industry.
PC, phone system, general office equipment.
Demonstrates expert knowledge of Microsoft Office applications, especially Excel.
Strong verbal and written communication skills and strong interpersonal skills.
Ability to maintain strict confidentiality.
Must be a team player, self-motivated, adaptable, and capable of making decisions with limited direction.
Strong organizational, analytical and prioritizing skills.
High degree of accuracy and attention to detail.
Self-motivated and resourceful.
Ability to effectively promote Nicolet as an employer of choice.
Must possess a strong work ethic and be able to learn quickly in a fast-paced environment.
Strong knowledge of bank products to help with building a full financial relationship.
Ability to learn and adapt to new software applications.

Benefits:

Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PTO & 11 1/2 Paid Holidays

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

Quick Apply

Refine Your Search

finance associate jobs in wausau, wi

Associate Financial Advisor

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for finance associate in wausau, wi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected