Hiring: Portfolio Manager Company: Nicolet National Bank Location: Golden Valley, MN Job Posted Time: 2026-09-10 11:42:02 Target Skills & Keywords : CFA, CFP, CIMA, Microsoft Excel, Microsoft Office About the job Experience: •2+ years of investment experience preferred. Required Skills: •Lead and oversee providing financial and investment guidance to High-net-worth individual and Institutional clients. •As a Portfolio Manager, You Will •Lead and oversee the fiduciary investment compliance as well as corporate governance of the investment group. Qualifications: •Bachelor’s degree in Finance, Business or equivalent experience at a financial institution. Graduate degree preferred. •CFA and CAIA designations preferred. •Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required. •Strong analytical and detail orientated aptitude; a high degree of accuracy is required. •Demonstrated capacity to make professional presentations to clients, employees or other groups. •Must exhibit good judgment and build credibility as trusted advisor with prospective and current clients. •Strong organizational and follow-through skills; strong attention to detail. •Ongoing knowledge of state and federal securities regulations. •Organized and able to manage multiple priorities. •PC, phone system, general office equipment. Compensation: •$75,000 - $125,000 / year •Medical, Dental, Vision, & Life Insurance Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!