Security National Bank · 1 day ago
401K Advisor
Sioux City, IA
Full-time
Onsite
Mid LevelSecurity National Bank is committed to providing excellent service and helping clients achieve their financial goals. The 401K Advisor will manage client relationships and deliver comprehensive retirement and financial planning solutions while driving business growth.
BankingFinancial ServicesInsuranceSecurity
Responsibilities
Deliver tailored financial planning and retirement strategies for individuals, business owners and professionals
Conduct annual and quarterly retirement plan administration reviews, implement client retention initiatives, and manage ongoing client relationships
Provide compliance guidance and promptly address client inquiries related to retirement plans
Educate and advise plan participants, including one-on-one retirement investment consultation
Maintain broad knowledge of investment products including equities, fixed income, cash, and alternatives
Provide expert consultation on plan design, administration, plan conversions, and employee education programs along with providing best in class customer service
Identify opportunities to expand client relationships by understanding client needs, cross-selling services, and capturing rollover opportunities
Grow business by actively seeking referrals and developing new client relationships
Participate in professional development and training to stay current with industry trends and regulatory requirements
Qualification
Required
Excellent customer service and problem resolution skills
Strong understanding of 401(k) plans and retirement plan services
Ability to educate clients and plan participants on complex retirement rules, regulations and features
Aptitude for business development and relationship-building experience
Strong attention to detail and advanced organizational skills
Ability to manage multiple deadlines with flexibility and independence
Ability to generate business growth through referrals and rollover opportunities
Strong oral and written communication skills
Analytical, strategic thinking with self-motivation and initiative
Team-oriented, demonstrating collaboration across departments
Bachelor's degree in Business, Finance, or related field
Preferred
Experience in retirement plan services, financial advising, or wealth management
Proficiency with Microsoft Word, Excel and multiple financial systems
Industry certifications (QKA®, CFP®, etc.) preferred or willingness to obtain
Company
Security National Bank
Security National Bank was chartered in 1884 in Sioux City, Iowa, and founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty and human connection.
Founded in 1884
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Craig Mayo
Senior Vice President - Commercial Services / Chief Credit Officer
Company data provided by crunchbase