Legacy Wealth Advisor

Security National Bank; Sioux City (IA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Disability insurance

Life insurance

PTO

Wellness program

401(k)

Job summary

Security National Bank is seeking a Wealth Management Advisor in Sioux City, IA. You will guide clients through complex financial decisions, administer fiduciary accounts, and collaborate with internal teams to protect wealth and legacy with meticulous care.

With more than 74 years of trust and estate expertise, you will build lasting relationships while delivering personalized solutions in a community-focused banking environment. Regular hours and strong benefits support your growth.

Qualifications

• Bachelor’s degree in business, finance, accounting, or a related field
• Experience in trust and estate administration, including fiduciary account management
• Strong understanding of estate planning, investments, and personal financial strategies
• Knowledge of tax considerations related to fiduciary and individual returns
• Familiarity with compliance requirements, state laws, and trust administration policies

Responsibilities

• Build trusted relationships with clients by understanding their goals and providing guidance
• Administer fiduciary accounts with moderate to advanced complexity
• Collaborate with internal teams to prepare and review fiduciary and individual returns
• Identify opportunities to deepen client relationships and represent the bank professionally

Skills

Estate administration

Estate planning

Investments

Tax considerations

Compliance

Relationship building

Client service

Communication

Education

Bachelor’s degree in business, finance, accounting, or a related field

Job description

Security National Bank is seeking a Wealth Management Advisor in Sioux City, IA. You will guide clients through complex financial decisions, administer fiduciary accounts, and collaborate with internal teams to protect wealth and legacy with meticulous care.

With more than 74 years of trust and estate expertise, you will build lasting relationships while delivering personalized solutions in a community-focused banking environment. Regular hours and strong benefits support your growth.