We're seeking motivated individuals to join our growing organization in College Station, TX. As part of our team, you'll develop new client relationships and deepen existing ones through networking, community engagement, and partnerships with professionals like attorneys and accountants. The role focuses on building long-term financial advisory relationships across multiple lines of service.
Essential functions include managing client accounts, expanding referral sources, and promoting our organizational values.
Qualifications include a bachelor’s degree in accounting or finance, at least four years of relevant experience in investment management, trust, or legal fields, and strong communication and sales skills. Attention to detail, professionalism, and self-motivation are essential.
We value diversity and are an equal opportunity employer committed to fair employment practices.