Trust Advisor
Security National Bank
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Benefits offered by this job
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
Education
Tools
Job description
Help Clients Protect What Matters Most—And Build a Career That Does Too At Security National Bank, we believe something simple but powerful: everything matters, because people matter. Every conversation, every decision, and every relationship is an opportunity to make a meaningful impact. If you’re passionate about building trusted relationships and guiding clients through some of the most important financial decisions of their lives, you’ll find purpose—and opportunity—here.
Our Wealth Management team goes beyond managing assets—we help individuals and families protect their legacies and plan for the future with confidence. As a Trust Advisor, you’ll play a key role in that work, guiding clients through complex financial decisions, building lasting relationships, and administering fiduciary accounts with care and precision—all within a collaborative team backed by more than 74 years of trust and estate expertise.
- Develop strong, lasting relationships with clients by understanding their personal and financial goals
- Provide thoughtful guidance on investments, estate planning, and financial strategies
- Deliver a high-touch, personalized client experience
- Manage fiduciary accounts with moderate to advanced complexity
- Oversee estate administration from asset collection through final distribution
- Ensure all documentation is accurate, payments are authorized, and tax implications are properly considered
- Partner with internal teams, including Tax, to prepare and review fiduciary and individual tax returns
- Ensure full compliance with company policies, state laws, and regulatory requirements
- Bring thoughtful solutions to complex client situations
- Identify opportunities to deepen client relationships and develop new business
- Represent the bank professionally within the community
- Promote SNB’S full range of Wealth Management services
You’ll thrive in this role if you bring a strong mix of expertise, relationship-building, and a commitment to doing things the right way:
- 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
- Knowledge of tax considerations related to fiduciary and individual returns
- Familiarity with compliance requirements, state laws, and trust administration policies
- Proven ability to build relationships, retain clients, and contribute to business development
- Exceptional attention to detail and organizational skills
- Strong communication skills with the ability to build trust with clients, beneficiaries, and professional partners
- Ability to manage multiple priorities, meet deadlines, and adapt in a dynamic environment
- A collaborative, team-oriented mindset with a service-first approach
- Intellectual curiosity and strong problem-solving skills
- A professional, respectful approach that reflects our values and commitment to our clients
Because here, your work has purpose. You’re not just managing accounts—you’re helping clients protect their legacy, support their families, and achieve what matters most to them.
Regular business hours, Monday through Friday. Some extended business hours with events.
We offer a comprehensive benefit package to our employees including medical, dental, 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, Iowa; 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, Affpciative 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.
https://www.snbonline.com/about/employment-opportunities
Sioux City, IA
Preferred
- Proven track record in new business development and client retention.
- Experience in trust and estate administration, including fiduciary account management.
Preferred
- Bachelors or better
Preferred
- 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
Preferred
- 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
- Enthusiastic: Shows intense and eager enjoyment and interest
- 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
Preferred
- 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
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.
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