Trust Advisor

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.

Build Trusted Relationships

• Develop strong, lasting relationships with clients by understanding their personal and financial goals
• Provide thoughtful guidance on investments, estate planning, and financial strategies

Administer & Protect Client Assets

• 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

Grow & Strengthen the Business

• 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.

If you’re ready to bring your expertise to a team that values relationships, integrity, and impact—we’d love to connect.

Regular business hours, Monday through Friday. Some extended business hours with events.

• medical
• dental
• short and long term disability
• life insurance
• paid time off
• a wellness program
• 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…