401K Advisor

SNB Career • Sioux City, IA

4d

About The Position

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: We are seeking a highly motivated and client-focused Retirement Plan Advisor / Relationship Manager to deliver comprehensive retirement and financial planning solutions. This role involves managing client relationships, providing investment guidance, facilitating retirement plan administration, and driving business growth by capturing rollovers, increasing participant participation and generating new business referrals and leads. 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.

Requirements

• 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.

Nice To Haves

• Experience in retirement plan services, financial advising, or wealth management preferred.
• Proficiency with Microsoft Word, Excel and multiple financial systems.
• Industry certifications (QKA®, CFP®, etc.) preferred or willingness to obtain.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level