Wealth Investment Portfolio Specialist
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-08-03
Listing for:
6AM City, LLC
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Nicolet National Bank in Wisconsin seeks a Wealth Investment Associate to assist in managing client portfolios using guidance from the Wealth Investment Committee, trading software, and capital markets knowledge.
You will collaborate with Wealth Portfolio Managers, Advisors, and Trust Officers, actively contribute to the Investment Committee, and implement tactical asset allocation changes while staying current on market trends and tax consequences.
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