JOB REQUIREMENTS: Nicolet National Bank Nicolet National Bank is an equal opportunity employer and VEVRAA Federal Contractor. M/F Disabled and Vet EEO/AA Location: APPLETON, WI, US Job Class: Admin Assts 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 employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, 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. As a Wealth Analyst, you are responsible for providing technical support for the Financial Advisor/Advisors by gathering data, performing analysis, and supporting the activities of the team. This position will also provide occasional administrative support to the team by preparing reports, scheduling client meetings, opening and processing new accounts, performing data entry, handling client service requests, and fielding client phone calls and questions. As a Wealth Analyst, you will: Analytical * Works with Advisor to assist in preparing paperwork and documents for client meetings. * Attends client meetings and prepares summary of notes from meetings. * Analyzes client information and prepares reports and presentations. * Enters information into financial planning software and prepares draft plans. * Analyzes asset allocation and generates rebalancing trades. * Researches products and product pricing and contacts carriers for information. * Researches investment managers and investment services and their pricing. * Creates custom spreadsheets for analyzing purchase decisions or planning scenarios. Client Service * Manages CRM system (Salesforce) for Advisors and clients including meeting notes, account maintenance, client management and accuracy of reports. * Research and respond 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, Accutech, FirstRate). * 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. * Uphold 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 services provided by Nicolet. * Understand and communicate 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, including a commitment to Nicolet\'s policies on equal employmen Equal Employment Opportunity/M/F/disability/protected veteran status Apply Here: https://www.click2apply.net/DVyYZ8CgN45p2TJgqiqZ4j PI243436831 ***** APPLICATION INSTRUCTIONS: Apply Online: https://www.click2apply.net/DVyYZ8CgN45p2TJgqi Z4j