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- Financial planning for individual retirement, business owners and professionals.
- Oversee annual/quarterly administration and investment committee meetings.
- Give advice and answer questions about compliance.
- Help employees select their 401(k) investments and provide them with 1:1 financial advice.
- Broad knowledge of investment products including equities, fixed income, cash and alternative investments.
- Customer service on assigned accounts; including consultation on design and administration of products, conversion of plans, employee education programs, performance reviews and retention of business.
- Retain existing relationships and add on to current relationships by identifying investment issues and concerns, establishing client's risk tolerance, establishing long and short term financial goals, verifying satisfactory service levels, consulting on expectations with an active call program. Seek to expand the relationship to other family members, contingent beneficiaries, etc. by identifying business opportunities through periodic contact with those individuals.
- Participate in training and educational opportunities.
- 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
Retirement Plan Advisor - Sioux City, United States - SNB
Description
Are you looking for a position with a company where you can make a difference?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:
EDUCATION AND EXPERIENCE:
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:
LOCATION:
Sioux City, IA
Main Bank
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)