Securities Analyst
Security National Bank
A complete application in a minute
Tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
Security National Bank is seeking a Securities Analyst to support Wealth Management client portfolios through investment research, trading, and portfolio oversight. You will collaborate with Advisors to develop strategies, monitor markets, and provide personalized service to clients.
The role combines research, trading, and client-facing duties in a fast-paced environment, requiring strong analytical skills, Excel proficiency, and a commitment to prudent asset management.
Qualifications
- Bachelor's degree in Finance or related field is required.
- Progress toward or completion of investment designations (CFA/CFP) is a plus.
- Experience in investments, portfolio management, wealth management, banking, or financial services preferred.
Responsibilities
- Monitor market trends to identify investment opportunities and risks.
- Research and analyze securities and investment products.
- Develop and recommend purchase and sale strategies for client portfolios.
- Execute trades for client accounts and ensure compliance with objectives.
Skills
Education
Tools
Job description
This position reports in-person to our Sioux City, Iowa location Monday through Friday.
This position reports in-person to our Sioux City, Iowa location Monday through Friday.
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
Regular business hours, Monday through Friday.
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.
Security National Bank was chartered in 1884 in Sioux City, IA; 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, Aff…
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.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
https://www.snbonline.com/mattertoday
Sioux City, IA
Main Bank
- Bachelors or better in Business Economics or related field
- Bachelors or better in Finance or related field
- Bachelors or better in Accounting or related field
- Wealth Management
- Teamwork
- Self-motivated
- Problem Solving
- Microsoft Office
- Investments
- Honesty
- Finance
- Customer Service
- Computer
- Communication
- Banking
- Analytical
- Accuracy
- Thought Provoking: Capable of making others think deeply on a subject
- Team Player: Works well as a member of a group
- Loyal: Shows firm and constant support to a cause
- 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
- Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
- Self-Starter: Inspired to perform without outside help
- 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
- Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
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.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
