Join a growing organization committed to employee development and a dynamic, collaborative work environment. This role, based in College Station, Texas, involves developing new client relationships and deepening existing ones through networking, community engagement, and partnerships with professionals like attorneys and accountants. The focus is on building long-term financial advisory services across multiple business lines.
Essential functions include managing client portfolios, expanding referral networks, and supporting organizational values through active community participation and customer service initiatives.
Minimum qualifications include a bachelor’s degree in accounting or finance, with preferred experience in investment management, trust management, or law. Strong communication, sales skills, attention to detail, self-motivation, and professionalism are required. The role emphasizes accuracy, dedication, and excellent human relations.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.