Wealth Management Advisor

Wealth Management Advisor

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 Wealth Management 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.

What You'll Do

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

What Makes You a Great Fit

You'll thrive in this role if you bring a strong mix of technical expertise, relationship-building skills, and a commitment to delivering exceptional client service.

Wealth Management Expertise

• Bachelor's degree in business, finance, accounting, or a 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

Relationship Building & Client Service

• Proven ability to build relationships, retain clients, and contribute to business development
• Strong communication skills with the ability to build trust with clients, beneficiaries, and professional partners
• A collaborative, team-oriented mindset with a service-first approach
• A professional, respectful approach that reflects our values and commitment to our clients

Organization & Problem Solving

• Exceptional attention to detail and organizational skills
• Ability to manage multiple priorities, meet deadlines, and adapt in a dynamic environment
• Intellectual curiosity and strong problem-solving skills

Why Security National Bank?

At Security National Bank, you'll find more than a career. You'll find the opportunity to make a meaningful impact on the lives of individuals and families through trusted financial guidance. Backed by more than 74 years of trust and estate expertise, our Wealth Management team is known for building lasting relationships and delivering personalized solutions that help clients protect their wealth and legacy for generations.

As a Wealth Management Advisor, you'll have the autonomy to manage complex client relationships while being supported by a collaborative team of experienced professionals. We value expertise, integrity, and a commitment to exceptional service, and we invest in our employees by providing opportunities for professional growth, meaningful work, and long-term career development. If you're passionate about helping clients navigate important financial decisions while making a difference in your community, Security National Bank is the place to build your future.

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

Benefits: We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

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.