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Retirement Services Jobs in Iowa (NOW HIRING)

Nestlé S.A.

US Retirement Consultant

Solon, IA · On-site

$100 - $140/hr

To our veterans and separated service members, you're at the forefront of our minds as we recruit ... Lead complex data reviews and clean-up initiatives including Pension to Retirement Contribution and ...

Aegon

Retirement Project Specialist

Cedar Rapids, IA

More than a century ago, we were among the first financial services companies in America to serve ... Our insurance, retirement, and investment solutions help people make the most of what's important ...

Infosys

Customer Service Representative

Des Moines, IA · On-site

$15.50 - $21.25/hr

About Us Infosys McCamish Systems,( located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPM Limited.(www.infosysbpm.com) Infosys McCamish was started in ...

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All JobsRetirement Services JobsRetirement Services Jobs in Iowa

Retirement Services information

See Iowa salary details

$29.6K

$58.9K

$93.9K

How much do retirement services jobs pay per year?

As of Aug 30, 2026, the average yearly pay for retirement services in Iowa is $58,873.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,200.00 and $62,000.00 per year, depending on experience, location, and employer.

What are retirement services?

Retirement Services refer to a range of financial products, planning tools, and advisory services designed to help individuals prepare for and manage their retirement years. These services often include retirement account management (such as 401(k)s and IRAs), pension plan administration, retirement income planning, and guidance on Social Security benefits. Providers of retirement services may be financial institutions, employers, or specialized advisors who assist clients in achieving financial security during retirement.

What are the key skills and qualifications needed to thrive in retirement services, and why are they important?

To excel in Retirement Services, you need a solid understanding of retirement planning, financial products, and relevant regulations, often supported by a degree in finance or a related field. Familiarity with retirement plan administration software, financial modeling tools, and certifications like CRPC or CFP is highly valuable. Strong interpersonal skills, attention to detail, and the ability to explain complex concepts clearly help professionals build trust and guide clients effectively. These competencies ensure accurate plan management, regulatory compliance, and positive client outcomes in a field where financial security is paramount.

What are some common challenges faced by professionals working in retirement services, and how can they be managed effectively?

Professionals in Retirement Services often encounter challenges such as keeping up with changing regulations, educating clients about complex retirement plans, and addressing diverse financial needs. Managing these challenges effectively involves continuous professional development, clear communication with clients, and collaboration with legal and compliance teams. Building strong relationships and staying updated on industry standards can help ensure clients receive accurate and tailored retirement solutions.

What is the difference between Retirement Services vs Retirement Plan Administrator?

AspectRetirement ServicesRetirement Plan Administrator
CredentialsCertifications like CEBS, CFP often preferredSimilar certifications, often required or preferred
Work EnvironmentFinancial institutions, consulting firms, HR departmentsFinancial firms, plan providers, HR teams
Employer & Industry UsageUsed broadly across financial and HR sectorsPrimarily within retirement plan management
Job FocusAdvising clients, managing retirement plans, complianceAdministering retirement plans, processing contributions, maintaining records

Retirement Services professionals focus on advising clients and managing retirement plans, while Retirement Plan Administrators handle the day-to-day administration and record-keeping of retirement plans. Both roles require similar certifications and are integral to the retirement industry, but their primary responsibilities differ.

What are popular job titles related to Retirement Services jobs in Iowa?

For Retirement Services jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Retirement Services jobs in Iowa look for?

The top searched job categories for Retirement Services jobs in Iowa are:

Retirement Services jobs near you
Infographic showing various Retirement Services job openings in Iowa as of August 2026, with employment types broken down into 2% As Needed, 78% Full Time, 17% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $58,873 per year, or $28.3 per hour.

Retirement Services Relationship Manager (401K)

Sioux City, IA

SNB
See more jobs at SNBexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Are you passionate about helping people plan for their financial future and want to build lasting client relationships in a community-focused bank?

At Security National Bank, we believe everything matters from the guidance we provide to the trust we build with every interaction. As a locally owned bank with over 140 years of history, we’re committed to doing what’s right for our clients, our employees, and our community. If you value integrity, personal connection, and meaningful work, we’d love to talk with you.

What You’ll Do

As a Retirement Services Relationship Manager, you’ll serve as a trusted advisor to clients and plan participants, helping them understand and plan for retirement with confidence. This role blends client relationship management, education, and financial planning support within a collaborative banking environment.

Key responsibilities include:

  • Build and maintain strong, long-term relationships with retirement plan clients and participants
  • Deliver tailored retirement and financial planning guidance
  • Provide one-on-one retirement investment consultations and employee education
  • Support retirement plan compliance and respond promptly to client inquiries
  • Assist with plan design, administration, and ongoing service needs
  • Maintain working knowledge of retirement plan services and investment products
  • Identify opportunities to expand and deepen existing client relationships
  • Stay current with industry trends and regulatory requirements through training and professional development

What Success Looks Like

  • Clients feel informed, supported, and confident in their retirement decisions
  • Strong relationships lead to repeat engagement and referral opportunities
  • Retirement plans are serviced accurately, compliantly, and on time
  • You grow your expertise and long-term career within the bank

What We’re Looking For

You don’t need to know everything on day one. We’re looking for the right foundation and mindset.

Required skills and competencies:

  • Strong customer service and relationship-building skills
  • Clear, confident written and verbal communication
  • Ability to explain financial concepts in an approachable way
  • Attention to detail and ability to manage multiple priorities
  • Team-oriented mindset with the ability to collaborate across departments
  • Self-motivated with strong organizational skills

Preferred (but not required):

  • Experience with retirement plans (401(k), retirement plan services, wealth management, or financial advising)
  • Understanding of retirement rules, regulations, and plan features
  • Experience educating clients or facilitating financial conversations

Education & Experience

  • Bachelor’s degree in Business, Finance, or a related field
  • Experience in financial services or retirement plan support preferred
  • Proficiency in Microsoft Word and Excel
  • Willingness to obtain applicable industry certifications (support provided)

Schedule & Travel

  • Monday–Friday, regular business hours
  • Occasional overnight or day travel

Why Work at Security National Bank?

We offer a supportive, values-driven workplace where employees can grow professionally while making a meaningful impact.

Benefits include:

  • Medical, dental, and vision insurance
  • Short- and long-term disability coverage
  • Life insurance
  • Paid time off
  • Wellness program
  • Employee Assistance Program
  • 401(k) savings plan starting at hire

About Security National Bank

Chartered in 1884 and headquartered in Sioux City, Iowa, Security National Bank is one of the region’s most established and trusted locally owned banks. Built on principles of integrity, respect, and human connection, we’ve weathered economic change while staying true to what matters most—doing right by our customers and community.

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 and apply: https://www.snbonline.com/about/employment-opportunities

LOCATION:

Sioux City, IA
Main Bank

Apply