Retirement Plan Advisor bei Security National Bank

Are you looking for a position in which you can help people reach their long-term financial goals?

At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters.  From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters.  Why?  Because we recognize the inherent value of each individual, and the potential of what each person can become.  We realize every one of life’s interactions is an opportunity to help someone reach that potential.  This is why we treat even the smallest details of life and banking with careful thought and attention.  If you aspire to do the same, we’d like you to advance your career with us at SNB.

Wealth Management is not about the money our clients have.  It is about taking care of the things that matter.  Our Retirement Plan Advisors listen.  And then they help our clients get to where they want to go, because it matters. Whether that’s helping our clients reach their long-term financial goals or providing personal wealth management strategies, every advisor contributes to changing the lives of those we serve for the better.

Values Matter.  We stand for excellent service and care about doing what’s right.  We are looking for a service driven individual who enjoys helping clients build a healthy retirement and plan their financial future. This role requires strategic thinking to achieve results, communication skills to deliver a high level of customer service, and strong relationship building to drive long-term client satisfaction. Furthermore, developing and growing the banks reputation of being the client’s trustworthy financial partner through the promotion of all Wealth Management services.

JOB DESCRIPTION:

• Deliver customized financial planning and retirement strategies to help individuals, business owners, and professionals achieve their financial goals.

• Conduct annual and quarterly reviews of retirement plan administration while implementing client retention initiatives and managing strong, long-term client relationships.

• Provide guidance on regulatory compliance and respond promptly to client inquiries regarding retirement plans.

• Educate and advise plan participants through group sessions and one-on-one investment consultations.

• Maintain a strong understanding of investment products, including equities, fixed income, cash, and alternative investments.

• Offer expert consultation on plan design, administration, conversions, and employee education programs—while delivering exceptional client service.

• Identify opportunities to deepen client relationships through understanding client needs, cross-selling additional services, and capturing rollover opportunities.

• Contribute to business growth by developing new client relationships and generating referrals.

• Engage in ongoing professional development and training to stay informed of industry trends, regulations, and best practices.

Required for this position: Excellent customer service and problem resolution skills. Strong attention to detail, understanding of 401k plans, business development experience, advanced organizational skills, ability to work under deadlines, independent thinking, analytical skills, self-motivation, strong oral and written communication skills, and demonstrated teamwork.

EDUCATION AND EXPERIENCE:

• 4 year college degree or related work experience
• Accuracy and meticulous attention to detail required
• Excellent oral, written, and interpersonal communication skills
• Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel
• Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
• Team-oriented and the ability to work collaboratively across all levels of the organization
• Service-oriented, polite, and respectful
• Advanced problem-solving and analytical skills
• Ability to take direction and instruction and follow through independently until project completion
• Industry certifications (QKA®, CFP®, etc.) preferred or willingness to obtain.

HOURS:

Regular business hours, Monday through Friday.  Some overnight and day travel.

BENEFITS:

We offer a comprehensive benefit package to our employees including medical, dental, short and long-term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

ABOUT SECURITY NATIONAL BANK:

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection.  These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank.  We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain.  To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, Affirmative Action Employer.  Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

LEARN MORE:

https://www.snbonline.com/about/employment-opportunities

LOCATION:

Sioux City, IA

Main Bank