Banking and Financial Services Jobs in College Station, TX

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Company Description

Traditions Wealth Advisors (TWA) is an Aggie owned and operated holistic financial planning and wealth management firm located in College Station, Texas. Guided by strong values, loyalty and a commitment to always put clients first, TWA delivers personalized financial guidance rooted in trust and long-term relationships. With more than 70 years of combined experience, TWA is the only independent registered investment advisory (RIA) firm in the Bryan-College Station area that is 100% Aggie owned and operated.

At the core of our firm is a simple philosophy: “A servant’s heart with a proactive follow-up discipline.”

Position Overview

The Director of Client Relations & Marketing plays a critical role in delivering an exceptional client experience while supporting strategic marketing efforts for firm growth. This position is responsible for nurturing client relationships, coordinating meaningful touchpoints, leading client-focused events and supporting targeted outreach initiatives.

This is a hands-on role within a small, collaborative, values-driven firm where initiative, leadership and follow-through are essential. The position offers long-term growth potential as the firm continues to expand its client base and community presence.

Key Responsibilities

Client Experience & Relationship Management

• Proactively engage with clients to ensure satisfaction and alignment with service strategies
• Coordinate and delegate client service requests and appointments in collaboration with the team
• Deliver a high-touch client experience through personalized milestones such as birthday greetings, anniversaries and special recognitions

Marketing & Growth Initiatives

• Develop, plan, and lead client appreciation and educational events
• Execute targeted marketing initiatives to support new client growth
• Attend local networking, community and client-related events on a regular basis
• Analyze historical and forward-looking marketing and growth metrics
• Coordinate with local organizations to establish, schedule and maintain ongoing speaking engagement opportunities

Team & Program Leadership

• Recruit, schedule and mentor Texas A&M student interns
• Support firm leadership with strategic planning and execution
• Report directly to the Owner/President of the firm

Qualifications

• Bachelor’s degree required; preference for Business, Communications, Marketing or related fields
•  (Texas A&M University or affiliated institutions strongly preferred)
• 2-3 years of professional experience in client services, relationship management, marketing or office administration
•  (Financial services experience is a plus)
• Proficiency in Microsoft Office Suite; CRM or financial software experience preferred
• Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities
• Excellent written and verbal communication skills with a professional, service-oriented approach
• Demonstrated professionalism and discretion when working with confidential client information
• Self-motivated, dependable, and proactive with strong follow-through
• Comfortable working independently and collaboratively within a small, values-driven team

Additional Details

• This position is on-site in College Station, Texas (not remote)
• Occasional evening or off-site commitments may be requested for client and community events
• Compensation is commensurate with experience and qualifications
• Benefits package available and customized based on individual needs

FULL-SERVICE SHOPPER

Start earning quickly with a flexible schedule

Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.

Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.

As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.

What you get as a shopper:

• Start earning quickly on a flexible schedule*
• Weekly pay with the option of instant cashout
• Potential to earn tips
• Special earnings promotions

Basic requirements:

• 18+ years old (21+ to deliver alcohol)
• Eligible to work in the United States
• Consistent access to a vehicle and a recent smartphone

Additional information:

Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.

Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.

Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.

Review the Independent Contractor Agreement here

*Subject to availability of batches in your area.