{"id":3073996,"url":"https://alion.io/job/browsers-with-limited-vp-financial-advisor","title":"VP Financial Advisor","company":{"id":2186393,"name":"Browsers with Limited","domain":"nicoletbank.com","url":"https://alion.io/company/nicoletbank","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paycor","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dubuque, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":112000,"max_usd":213000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2103},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-22T10:15:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-30T02:41:49Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"description":"At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.\nThe Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.\nAs a Financial Advisor, you will be responsible for the following:\nGeneral:\nManages client relationships assigned by the firm and helps clients achieve wealth goals.\nMakes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.\nCoordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.\nMarkets the firm and develops its reputation with referral sources and the community.\nAttracts new clients to the firm.\nServes on the firm’s Investment Committee or performs due diligence of the investment managers used by the firm.\nSupervises the work of other advisors and administrative support.\nParticipates in critical management and service decisions, including vendor evaluation and the design of processes.\nDevelops and maintains internal and external Center of Influence (COI) relationships.\nUpholds Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.\nUnderstands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.\nPerforms all other duties as assigned.\nAdvisory:\nPrepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm’s financial planning systems.\nWorks with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.\nWorks with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.\nCoordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.\nDevelops asset allocation strategies and works with the investment team or on her/his own to implement the strategy. \nRebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.\nParticipates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.\nCreates custom worksheets and analysis where needed to answer client questions or research investment opportunities.\nResearches new investment products and vendors.\nFacilitates the adoption of new technology by the client service teams and trains others as necessary.\nFrequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.\nAdvises clients on appropriate financial products in the context of their plans.\nSupervisory Responsibilities:\nWealth Analysts and Financial Advisors, if applicable.\nQualifications:\nBachelor's degree in a related discipline such as Accounting, Finance or Economics\nCompletion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66\nHolds appropriate advisory licenses as required by the SEC and state agencies \nCompletion of CFP® program and examination\n5+ years of experience and a median of 17 years of experience in the role\nPC, phone system, general office equipment\nDemonstrates expert knowledge of Microsoft Office applications, especially Excel\nStrong verbal and written communication skills and strong interpersonal skills\nAbility to maintain strict confidentiality\nAbility to effectively promote Nicolet as an employer of choice\nBasic knowledge of banking positions\nStrong organizational, multi-tasking and prioritizing skills\nSelf-motivated and resourceful\nStrong leadership and delegation skills\nBenefits:\nMedical, Dental, Vision, & Life Insurance\n401(k) with a company match\nPT0 & 11 1/2 Paid Holidays\nThe above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. \nEqual Opportunity Employer/Veterans/Disabled","description_format":"text","description_chars":5527,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Government","Professional Services"],"lifecycle":[{"event":"open","at":"2026-10-22T10:15:00Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":6,"expected_fill_days":30,"reasons":["conf:1","velocity","win:early"],"computed_at":"2026-10-29T05:49:05Z"},"pay":null,"html_url":"https://alion.io/job/browsers-with-limited-vp-financial-advisor","json_url":"https://alion.io/job/browsers-with-limited-vp-financial-advisor.json","meta":{"generated_at":"2026-10-30T05:44:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":7956,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-31T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2186393},"rest":"https://alion.io/mcp/rest/get_company?id=2186393"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbrowsers-with-limited-vp-financial-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbrowsers-with-limited-vp-financial-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbrowsers-with-limited-vp-financial-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/browsers-with-limited-vp-financial-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbrowsers-with-limited-vp-financial-advisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3073996}},{"tool":"search_jobs","arguments":{"company":"nicoletbank.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3073996},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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