Top 15 Personal Financial Advisors Jobs in Sioux City, IA

Client Service & Relationship Specialist
Kruse Financial Group —North Sioux City, SD
- $50,000 - $65,000 a year
- Full-time
- CRM software
- Background check
- Customer service
- Paid training
- 401(k)
Quick Apply
Tax Expert - Expert Center (Midwest)
Intuit —Sioux City, IA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Expert - Local Tax Office
Intuit —Sioux City, IA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14h
Tax Expert - Local
Intuit —Sioux City, IA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14h
Tax Expert - Local Branch
Intuit —Sioux City, IA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14h
Tax Expert - On-Site
Intuit —Sioux City, IA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14h
Trust Advisor
Security National Bank —Sioux City, IA
- Extended hours
- Sales
- Mid-level
- Office
- Wellness program
- Disability insurance
Account Executive with Base and Uncapped Earnings
Loffler Companies, Inc. —Sioux City, IA
- Full-time
- Clean driving record
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Retirement Services Relationship Manager (401K)
Security National Bank —Sioux City, IA
- Online Application
- Microsoft Excel
- Writing skills
- Mid-level
- Wellness program
- Disability insurance
Fire Equipment & Apparatus Sales Consultant
Heiman Fire Equipment —Sioux City, IA
- Full-time
- Mid-level
- Business development
- Communication skills
- Food provided
Quick Apply
Financial Services Professional - Hybrid Remote (IA)
Bankers Life —Sioux City, IA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply

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Client Service & Relationship Specialist

Kruse Financial Group
North Sioux City, SD

Quick Apply

Job Details

Full-time
$50,000 - $65,000 a year

Benefits

Paid training
401(k)
Paid time off
On-the-job training
401(k) matching

Qualifications

CRM software
Customer relationship building
Customer service
Administrative experience
Managing clients in a customer support role
Attention to detail
Organizational skills
Financial services
Associate's degree

Full Job Description

Kruse Financial Group – Dakota Dunes, SD

About Us

For nearly 40 years, Kruse Financial Group has helped families navigate every stage of life through honest advice, holistic planning, and trusted relationships. We believe financial planning is about more than numbers; it’s about people.

Our mission is to bring clarity to your financial life through holistic planning, honest advice, and personal relationships.
Our vision is to walk beside clients through every stage of life, helping them build a legacy that reflects their values while enjoying today and preparing for tomorrow.

The Opportunity

We are seeking a full-time, in-office Client Service & Relationship Specialist to serve as a key member of our advisory team. This is a comprehensive, professional client service role, not a receptionist or basic administrative position.

This individual will manage all client communication, service requests, and ongoing relationship support across the full scope of our financial planning practice. The role requires the ability to work across multiple systems, understand a wide range of financial products, and support clients as they service and maintain the strategies within their financial plan.

You will work directly with clients to solve problems, coordinate service needs, and ensure their existing products and planning strategies remain accurate and up to date. This role is ideal for someone who enjoys learning complex systems, taking ownership of responsibilities, and growing into a long-term career in financial services.

Key Responsibilities

Comprehensive Client Service & Relationship Management

Serve as the primary point of contact for client communications
Manage all incoming calls, emails, and correspondence with professionalism and care
Build and maintain strong client relationships through proactive communication and follow-up
Act as a trusted resource for clients with questions about their existing products and services

Client Requests & Financial Product Servicing

Manage and process service requests across all financial products and services offered by the firm, including:
Life insurance and annuities
Investment and advisory-related service items
Beneficiary, ownership, address, and bank changes
Policy and account maintenance
Work directly with clients to resolve issues and service needs related to their financial plans
Track service items to completion and ensure timely, accurate execution
Maintain precise client records across multiple systems and platforms

Systems, Process & Coordination

Work across multiple internal systems, carrier platforms, and planning tools
Understand how client products and services fit within their overall financial plan
Coordinate with advisors and internal team members to ensure seamless service
Identify gaps, errors, or updates needed and take initiative to resolve them

Client Experience & Front Office Presence

Greet clients and create a welcoming, professional office environment
Ensure every client interaction reflects our commitment to trust, clarity, and care
Maintain organization and professionalism in all client-facing areas

Growth, Licensing & Professional Development

Obtain Life & Health Insurance licensing to become a licensed service assistant within the first year of employment
Preferred path toward obtaining securities licensing and Registered Service Assistant
Develop a working knowledge of all financial products and services offered by the firm
Participate in ongoing training and continuous learning

This role requires ownership, critical thinking, product knowledge, and the ability to navigate complex systems while delivering a high-touch client experience.

What We Are Looking For

A self-starter who takes initiative and works well independently
Strong organizational skills with exceptional attention to detail
Ability to manage multiple priorities in a dynamic environment
Comfortable learning and working within complex systems and financial products
Strong verbal and written communication skills
High integrity and respect for confidentiality
Professional demeanor and client-first mindset

Preferred Qualifications

Experience in financial services, insurance, banking, or a professional advisory environment
Familiarity with CRM systems or financial platforms
Associate degree or equivalent experience
Willingness to pursue insurance and securities licensing

What We Offer

Full-time, in-person position
Office hours: Monday–Thursday 8:00–5:00 with one-hour lunch; Friday 8:00–3:00
Established firm with nearly 40 years of history
Supportive, collaborative, family-oriented culture
Clear path for professional growth and licensing
Opportunity to build a long-term career in financial services
Meaningful work supporting clients and families through all stages of life

Location:
Kruse Financial Group
330 Oak Tree Lane
Dakota Dunes, SD 57049
www.krusefinancial.com

How to Apply

If you are motivated, detail-oriented, and excited by the opportunity to grow within a comprehensive financial planning practice, we would love to hear from you.

Please submit your résumé and a brief cover letter to:

Tyler Kruse
Email: [email protected]
Subject Line: Client Experience Coordinator Application

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) matching
On-the-job training
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Sioux City, IA

Client Service & Relationship Specialist

Tax Expert - Expert Center (Midwest)

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Tax Expert - On-Site

Trust Advisor

Account Executive with Base and Uncapped Earnings

Retirement Services Relationship Manager (401K)

Fire Equipment & Apparatus Sales Consultant

Financial Services Professional - Hybrid Remote (IA)

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