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Financial Inclusion Manager Jobs in Wisconsin (NOW HIRING)

Nicolet National Bank

Associate Financial Advisor

Wausau, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Financial Advisor is responsible for managing existing client relationships and ... inclusion and respect toward different perspectives. * Performs all other duties as assigned.

Nicolet National Bank

Financial Advisor

Wausau, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Manages client relationships assigned by the firm and helps clients achieve wealth goals. * Makes ... inclusion and respect toward different perspectives. * Performs all other duties as assigned.

Nicolet National Bank

Financial Advisor

Wausau, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Manages client relationships assigned by the firm and helps clients achieve wealth goals. * Makes ... inclusion and respect toward different perspectives. * Performs all other duties as assigned.

Thrivent

Financial Advisor

Madison, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Well-being programs to help you manage your physical, emotional and financial health. * Gift ... Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment ...

Thrivent

Financial Advisor

Green Bay, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Well-being programs to help you manage your physical, emotional and financial health. * Gift ... Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment ...

Thrivent

Financial Advisor

Janesville, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Well-being programs to help you manage your physical, emotional and financial health. * Gift ... Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment ...

Thrivent

Financial Advisor

Appleton, WI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Well-being programs to help you manage your physical, emotional and financial health. * Gift ... Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment ...

nVent

Senior Financial Analyst

Madison, WI · On-site

$86K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our principal office is in London and our management office in the United States is in Minneapolis ... Inclusion and diversity means that we celebrate and encourage each other's authenticity because we ...

nVent

Senior Financial Analyst

Madison, WI

$86K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our principal office is in London and our management office in the United States is in Minneapolis ... Inclusion and diversity means that we celebrate and encourage each other's authenticity because we ...

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All JobsFinancial Inclusion JobsFinancial Inclusion Manager JobsFinancial Inclusion Manager Jobs in Wisconsin

Financial Inclusion Manager information

What are the key skills and qualifications needed to thrive as a financial inclusion manager, and why are they important?

To thrive as a Financial Inclusion Manager, you need expertise in financial services, regulatory knowledge, and a background in economics or business, often supported by a relevant degree. Familiarity with digital banking platforms, mobile payment technologies, and data analysis tools is commonly required, along with certifications such as CFA or financial inclusion-specific training. Strong communication, stakeholder engagement, and cultural sensitivity are crucial soft skills for building trust and promoting inclusive financial solutions. These skills enable managers to effectively design, implement, and scale financial products that reach underserved communities, driving both social impact and organizational success.

What are some common challenges faced by a financial inclusion manager when implementing new programs in underserved communities?

Financial Inclusion Managers often encounter challenges such as building trust within underserved communities, overcoming regulatory and infrastructural barriers, and tailoring financial products to meet diverse local needs. Establishing strong partnerships with community organizations and local leaders is crucial for successful outreach. Additionally, navigating limited access to digital tools and ensuring financial literacy among target populations are ongoing priorities that require creative, culturally sensitive solutions.

What does a financial inclusion manager do?

A Financial Inclusion Manager is responsible for developing and implementing strategies to increase access to financial services for underserved or marginalized communities. They work with banks, nonprofits, government agencies, and other stakeholders to design products, programs, and policies that promote economic participation. Their role often includes conducting research, analyzing barriers to financial access, and measuring the impact of inclusion initiatives. By fostering partnerships and creating innovative solutions, Financial Inclusion Managers help ensure that more individuals and businesses can participate in the formal financial system.

What is the difference between Financial Inclusion Manager vs Microfinance Officer?

AspectFinancial Inclusion ManagerMicrofinance Officer
CredentialsRelevant degrees in finance, economics, or development; certifications like CFEP or microfinance certificationsSimilar credentials; often requires finance or development background; microfinance certifications beneficial
Work EnvironmentStrategic roles in NGOs, banks, or government agencies focusing on policy and program developmentFieldwork in communities, client assessment, loan processing in microfinance institutions
Employer & IndustryFinancial institutions, development agencies, NGOsMicrofinance institutions, banks, NGOs

While both roles focus on improving access to financial services, the Financial Inclusion Manager typically develops strategies and policies at a higher level, whereas the Microfinance Officer works directly with clients to provide microloans and financial services. The roles often overlap in skills and certifications but differ mainly in scope and work environment.

What are popular job titles related to Financial Inclusion Manager jobs in Wisconsin?

For Financial Inclusion Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Financial Inclusion Manager jobs in Wisconsin look for?

The top searched job categories for Financial Inclusion Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Financial Inclusion Manager jobs?

Cities in Wisconsin with the most Financial Inclusion Manager job openings:

Financial Inclusion Manager jobs near you

Associate Financial Advisor

Nicolet National Bank

Wausau, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job 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.
The Associate 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.
As an Associate Financial Advisor, you will:
Analytical:
  • Work with Advisor to assist in preparing paperwork and documents for client meetings.
  • Attend client meetings and prepare summary of notes from meetings.
  • Analyze client information and prepare reports and presentations.
  • Enter information into financial planning software and prepare draft plans.
  • Analyze asset allocation and generate rebalancing trades.
  • Research products and product pricing and contact carriers for information.
  • Research investment managers and investment services and their pricing.
  • Create custom spreadsheets for analyzing purchase decisions or planning scenarios.

Client Service:
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.

General:
  • Supports financial advisors with analysis, client service and technical assistance.
  • Learns technical skills to prepare to service clients independently as a Financial Advisor.
  • Engages in teamwork and teambuilding and integrates into the culture.
  • Upholds 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.
  • Understands 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.
  • Performs all other duties as assigned.

Qualifications:
  • Has earned an undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics.
  • Completion of FINRA Securities Industries Essentials (SIE), insurance exam, and Series 65 and/or Series 7 and Series 66 within the first 90 days of employment.
  • 0-2 years of experience in the industry.
  • PC, phone system, general office equipment.
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel.
  • Strong verbal and written communication skills and strong interpersonal skills.
  • Ability to maintain strict confidentiality.
  • Must be a team player, self-motivated, adaptable, and capable of making decisions with limited direction.
  • Strong organizational, analytical and prioritizing skills.
  • High degree of accuracy and attention to detail.
  • Self-motivated and resourceful.
  • Ability to effectively promote Nicolet as an employer of choice.
  • Must possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong knowledge of bank products to help with building a full financial relationship.
  • Ability to learn and adapt to new software applications.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The 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.
Equal Opportunity Employer/Veterans/Disabled

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