Trust Advisor

Security National Bank•Sioux City, IA

4d•Onsite

About The Position

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.

Requirements

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

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