About this role
Portfolio Manager at Nicolet National Bank. Location: Iowa City, Iowa, United States. Role: maintaining relationships, performing research, providing advice Requirements: Bachelor's in finance/business (graduate preferred), Series 65 or equivalent credential, 2+ years investment experience preferred, strong analytical and communication skills, Microsoft Office (Word, Excel) proficiency, ability to manage client relationships and comply with regulations. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel Certifications: series 65, cfp, cfa, cima, chfc, pfs, caia Commitment: Full Time Workplace: Onsite Languages: English