Senior Portfolio Advisor High-Net-Worth Clients
Listed on 2026-10-07
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Nicolet National Bank in Iowa City is seeking a Portfolio Manager responsible for providing financial and investment guidance to high-net-worth individuals and institutional clients. You'll develop and manage investment objectives and goals, ensuring compliance with relevant regulations while maintaining strong client relationships.
The ideal candidate will hold a Bachelor's degree in Finance or Business, have a minimum of 2 years of investment experience, and preferably possess CFA and CAIA designations. The position emphasizes teamwork and community representation.
This posting is for the Senior Portfolio Advisor for High-Net-Worth Clients role at Nicolet National Bank, based in Iowa City, IA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Portfolio Advisor for High-Net-Worth Clients role in the description above.
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