About this role
Associate Financial Advisor at Nicolet National Bank. Location: Wausau, Wisconsin, United States. Role: managing relationships, preparing paperwork, analyzing information Requirements: Bachelor's degree in business-related field required; complete SIE, insurance exam, and Series 65 and/or 7/66 within 90 days; 0–2 years industry experience; strong Excel and Microsoft Office skills; Salesforce/portfolio system experience; strong communication and confidentiality. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, Orion, Envestnet, Microsoft Office, Microsoft Excel, PC, phone system Certifications: sie, insurance exam, series 65, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English