Trust Advisor
About the role
At Security National Bank, we believe that everything matters because people matter. Our Wealth Management team helps 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.
Responsibilities
- 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
- Deliver a high-touch, personalized client experience
- 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
- Collaborate & Deliver Expertise
- 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
Requirements
- Bachelor’s degree in business, finance, accounting, or related field
- Proven track record in new business development and client retention
- 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
- Proven 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
Skills
- Microsoft Office
- Investments
- Financial Planning
- Finance
- Credit
- Computer
- Compliance
- Communication
- Business Development
- Banking
- Administrative Accuracy
- Account Administration
Benefits
- Medical
- Dental
- Short and Long Term Disability
- Life Insurance
- Paid Time Off
- A Wellness Program
- A 401(k) Savings Plan
About Security National Bank
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, Affirmative 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.