Nicola Wealth Benefits Overview

The Associate will monitor investment performance, analyze financial data, prepare reports, and maintain investment data for the Private Capital Middle Office team.

As an Insurance Advisor, you'll grow sales, build relationships with physicians, provide insurance solutions, and be mentored by experienced leaders.

Support Wealth Advisors by managing client requests, scheduling and preparing meeting materials, preparing portfolio reviews, rebalancing and asset allocation analysis, performing insurance needs analysis, and delivering personalized end-to-end client service while collaborating across internal teams and pursuing ongoing professional development.