Legacy Trust Advisor — Wealth Management

Security National Bank; Sioux City (IA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Disability insurance

Life insurance

Paid time off

Wellness program

401(k) plan

Job summary

Security National Bank in Sioux City, IA, seeks a Trust Advisor to guide clients through fiduciary decisions with precision and care. You will build lasting relationships and administer fiduciary accounts while supporting estate planning needs.

As part of the Wealth Management team, you will collaborate with Tax and other specialists to deliver tailored wealth solutions for individuals and families, upholding compliance and high ethical standards in a community-minded bank.

Qualifications

• Bachelor’s degree in business, finance, accounting, or related field.
• Experience in trust and estate administration, including fiduciary account management.
• Strong understanding of estate planning, investments, and personal financial strategies.

Responsibilities

• Build trusted relationships with clients by understanding their goals.
• Administer fiduciary accounts and oversee estate administration from asset collection to distribution.
• Collaborate with internal teams, including Tax, to prepare fiduciary and individual tax returns; ensure compliance.

Skills

Wealth Management

Telephone

Teamwork

Tax

Self-motivated

Problem Solving

Microsoft Office

Investments

Honesty

Financial Planning

Finance

Credit

Computer

Compliance

Communication

Business Development

Banking

Administrative

Accuracy

Account administration

Education

Bachelor's degree in business, finance, accounting, or related field

Tools

None

Job description

Security National Bank in Sioux City, IA, seeks a Trust Advisor to guide clients through fiduciary decisions with precision and care. You will build lasting relationships and administer fiduciary accounts while supporting estate planning needs.

As part of the Wealth Management team, you will collaborate with Tax and other specialists to deliver tailored wealth solutions for individuals and families, upholding compliance and high ethical standards in a community-minded bank.