Security National Bank · 3 months ago
Retirement Plan Advisor
Sioux City, IA
Full-time
Onsite
Entry, Mid Level
2+ years expSecurity National Bank is a locally owned bank founded in 1884, committed to integrity and community service. They are seeking a Retirement Plan Advisor to deliver customized financial planning and retirement strategies, conduct reviews of retirement plans, and build strong client relationships to help clients achieve their financial goals.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Demonstrated teamwork
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
Preferred
Industry certifications (QKA®, CFP®, etc.) preferred or willingness to obtain
Business development experience
2 year(s): Customer relationship experience in a professional office setting
Bachelors or better
Problem Solving
Self-motivated
Teamwork
Telephone
Wealth Management
Investments
Finance
Honesty
Financial Planning
Customer Service
Compliance
Communication - written
Communication - verbal
Communication
Business Development
Analytical
Administrative
Accuracy
Account administration
Team Player: Works well as a member of a group
Loyal: Shows firm and constant support to a cause
Enthusiastic: Shows intense and eager enjoyment and interest
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Dedicated: Devoted to a task or purpose with loyalty or integrity
Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
Job Security: Inspired to perform well by the knowledge that your job is safe
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Financial: Inspired to perform well by monetary reimbursement
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Benefits
Medical
Dental
Short and long-term disability
Life insurance
Paid time off
A wellness program
A 401(k) savings plan at hire for future financial protection
Company
Security National Bank
Security National Bank is a banking services organisation located in Omaha.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Krysti Cunningham CRCM CERP
SVP, Chief Risk Officer
Scott Irwin
Senior Vice President & Chief Information Officer
Company data provided by crunchbase