Trust Advisor

SNB Career•Sioux City, IA

3d•Onsite

About The Position

At Security National Bank, we believe in the power of meaningful impact through every conversation, decision, and relationship. Our Wealth Management team focuses on helping individuals and families protect their legacies and plan for the future with confidence. As a Trust Advisor, you will be instrumental in guiding clients through complex financial decisions, building lasting relationships, and meticulously administering fiduciary accounts. You will be part of a collaborative team with over 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

Build 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.