Trust & Estate Wealth Advisor

Security National Bank; Sioux City (IA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Short & long term disability

Life insurance

Paid time off

401(k) plan

Job summary

Security National Bank is seeking a Trust Advisor to guide clients through fiduciary decisions, estate planning, and investment strategies. You’ll administer complex fiduciary accounts, collaborate with internal teams, and grow client relationships while upholding compliance and accuracy.

The role leverages 74+ years of trust and estate expertise, with a focus on personalized, high-touch service for individuals and families seeking secure legacies.

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.
• 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.

Responsibilities

• Build trusted relationships with clients by understanding their personal and financial goals.
• Administer fiduciary accounts with moderate to advanced complexity.
• Oversee estate administration from asset collection through final distribution.
• Ensure documentation, payments, and tax implications are accurate.

Skills

Trust & Estate Administration

Fiduciary Accounting

Estate Planning

Investments

Tax Knowledge

Compliance

Relationship Building

Attention to Detail

Client Communication

Team Collaboration

Education

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

Tools

Microsoft Office

Job description

Security National Bank is seeking a Trust Advisor to guide clients through fiduciary decisions, estate planning, and investment strategies. You’ll administer complex fiduciary accounts, collaborate with internal teams, and grow client relationships while upholding compliance and accuracy.

The role leverages 74+ years of trust and estate expertise, with a focus on personalized, high-touch service for individuals and families seeking secure legacies.