About this role
Financial Advisor at Nicolet National Bank. Location: Iowa City, Iowa, United States. Role: managing relationships, advising clients, developing business Requirements: Bachelor's degree in Accounting/Finance/Economics, FINRA SIE and Series licenses (7/65/66), CFP completion preferred, 5+ years experience, Excel and Microsoft Office proficiency, strong communication, confidentiality, and leadership skills. Category: Finance and Accounting Seniority: Senior Level Tools: PC, phone system, Microsoft Office, Microsoft Excel Certifications: sie, series 7, series 65, series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English