Premier Advisor or Banker - College Station, TX

Premier Advisor or Banker – College Station, TX

Company: Truist Financial
Location: College Station, TX
Employment Type: Full Time
Date Posted: 01/03/2026

Job Overview

• Serve as the primary relationship manager for a portfolio of mass affluent clients.
• Deliver a broad range of fee income and retail banking products and services appropriate to mass affluent clients with a level of personalized, attentive service.
• Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
• Maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
• Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management partners) and external centers of influence.

Qualifications

• Bachelor's degree in business, accounting, finance, banking, or equivalent.
• Minimum five years of financial services experience with clients dealing with banking, investments, and retail lending or one year experience in a financial client relationship manager role.
• Advanced knowledge of personal financial planning and investment management concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
• Active FINRA Series 6 or 7, 66 (or 63 and 65 in lieu of 66), and applicable insurance licenses; SAFE Mortgage Licensing Act compliance within 30 days of employment.
• Strong interpersonal, sales, and relationship management skills.
• Strong written, verbal, and presentation skills and basic computer proficiency (Microsoft Office).

Preferred Qualifications

• Master's degree in business, accounting, finance, or banking.
• Mass Affluent Banking experience.
• Professional level certifications such as CFP, CFA, AAMS, CTFA, CLU, CRPC, or ChFC.
• Completion of a leadership development program or banking school.

General Description of Benefits

Truist offers medical, dental, vision, life insurance, disability, accidental death, and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Eligible employees receive paid vacation, sick days, paid holidays, and potentially pension, stock units, or deferred compensation based on position and division.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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