Securities Analyst

*This position reports in-person to our Sioux City, Iowa location Monday thru Friday.

YOUR OPPORTUNITY: SECURITIES ANALYST

As a Securities Analyst, you'll play an integral role in the management and growth of Wealth Management client portfolios. This position combines investment research, portfolio management, trading, financial planning, and client support responsibilities to help ensure client assets are managed prudently and in alignment with their goals and investment guidelines. You'll work closely with Advisors and Wealth Management team members to develop investment strategies, monitor market conditions, and deliver exceptional service to clients.

WHAT YOU’LL DO

Investment Research & Analysis

• Monitor market and economic trends to identify investment opportunities and risks.
• Conduct research and analysis on securities and investment products.
• Develop and recommend purchase and sale strategies for client portfolios and the Wealth Management Division.
• Stay informed of market conditions and their potential impact on client investments.

Trading & Portfolio Management

• Research and execute trades for Wealth Management and Safekeeping client accounts.
• Ensure trades and portfolio activity comply with client investment objectives and guidelines.
• Review assigned client portfolios and identify opportunities for rebalancing or strategy adjustments.
• Support the prudent management and ongoing maintenance of client accounts.

Client & Advisor Support

• Partner with Wealth Advisors in the management of client relationships and investment strategies.
• Participate in client meetings, presentations, and educational discussions.
• Communicate investment insights and portfolio recommendations to Advisors and clients.
• Assist in the development of customized investment solutions for clients.

Reporting & Project Management

• Complete assigned monthly, quarterly, and annual projects accurately and on schedule.
• Coordinate and prepare presentation materials for prospective and existing clients.
• Support departmental initiatives, reporting requirements, and special projects.
• Maintain accurate investment and portfolio management records.

Team Collaboration

• Provide backup support for other Wealth Management team members as needed.
• Participate in business development, sales support, and client relationship-building efforts.
• Contribute to a collaborative team environment focused on delivering exceptional client service.
• Perform additional duties and responsibilities as assigned.

WHAT MAKES YOU A GREAT FIT

Education & Experience

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.
• Previous experience in investments, portfolio management, wealth management, banking, or financial services preferred.
• Progress toward or completion of professional investment designations (such as CFA or CFP) is a plus.

Investment & Technical Skills

• Strong understanding of investment principles, securities markets, and portfolio management concepts.
• Ability to analyze financial data, economic trends, and investment opportunities.
• Experience conducting investment research and developing recommendations.
• Proficiency with Microsoft Office applications, particularly Excel.
• Ability to learn and effectively utilize portfolio management and trading systems.

Communication & Relationship Building

• Excellent verbal, written, and presentation skills.
• Ability to explain complex investment concepts to clients and colleagues.
• Strong interpersonal skills with a commitment to exceptional client service.
• Ability to work effectively with clients, Advisors, and team members at all levels.

Organization & Problem Solving

• Strong analytical and critical-thinking abilities.
• Exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Self-motivated with the ability to work independently and make sound decisions.
• Strong organizational skills and a proactive approach to problem-solving.

WHY SECURITY NATIONAL BANK

At Security National Bank, you'll have the opportunity to make a meaningful impact on the financial success of our clients while growing your expertise in investments and wealth management. As a Securities Analyst, you'll work alongside experienced Advisors and investment professionals who are committed to delivering personalized strategies and exceptional service. Your insights, research, and recommendations will directly contribute to helping individuals, families, businesses, and organizations achieve their financial goals.

We believe in empowering our employees through professional development, collaboration, and continuous learning. You'll gain exposure to a wide range of investment strategies, market research, portfolio management techniques, and client relationships while working in a supportive team environment. At Security National Bank, you'll find a culture built on integrity, accountability, and long-term relationships, where your contributions are valued and your career growth is encouraged.

HOURS:

Regular business hours, Monday through Friday.

BENEFITS:

We offer a comprehensive benefit package to our employees including medical, dental, vision, 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/mattertoday

LOCATION:

Sioux City, IA

Main Bank