Client Advisor Jobs in Texas
Client Advisor jobs in Texas are concentrated in Dallas, Houston, and Austin, where wealth management firms, major banks, and insurance companies maintain large client-facing teams across private banking, financial planning, and insurance advisory. Employers with a lasting presence in the state include JPMorgan Chase, Wells Fargo, and Northwestern Mutual, all of which hire client advisors at levels from associate to senior relationship manager. Demand is especially strong in high-net-worth services, retirement planning, and commercial banking advisory. Find a role that fits below and apply directly.
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Showing 5 of 116+ Client Advisor jobs
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
Lockton Global Solutions is seeking a commercial insurance broker and client advisor to support a sophisticated portfolio of multinational clients.
This is not a traditional Account Manager role focused solely on servicing. The International Client Advisor will work across both client service and brokerage, partnering with Client Executives while taking an active role in renewal strategy, marketing, placement, carrier negotiations and the ongoing execution of complex global insurance programs.
The role sits within Lockton Global Solutions, which supports multinational clients across more than 170 countries through Lockton offices and its international broker network.
We’re looking for someone who enjoys getting deep into the details of an account, understands how coverage and placement decisions come together, and is comfortable working directly with clients, carriers and global partners.
- Manage and service an assigned portfolio of complex commercial and multinational accounts, partnering closely with Client Executives and Producers.
- Take an active role in the marketing and placement of business, including preparing submissions, approaching markets, reviewing quotations and supporting negotiations with carriers.
- Coordinate and execute the renewal process, including exposure collection, renewal strategy, marketing timelines, proposal development, coverage review and client deliverables.
- Develop strong working relationships with domestic and international carriers, underwriters and Lockton's global partner network.
- Work directly with clients to understand their operations, exposures, coverage needs and broader risk-management objectives.
- Coordinate multinational insurance programs across countries, ensuring local policies and program requirements align with the client's broader global insurance strategy.
- Review coverage terms, conditions, quotations, binders, policies and endorsements for accuracy and alignment with client objectives.
- Support RFP activity and new-business opportunities, working collaboratively with Client Executives, Producers and other Lockton resources.
- Help identify coverage gaps, program inefficiencies and opportunities to improve the structure and execution of client insurance programs.
- Manage multiple deadlines, stakeholders and workstreams across sophisticated, high-touch accounts.
- Coordinate internally across coverage specialists, claims, analytics, accounting and other Lockton teams to deliver a seamless client experience.
- Stay current on insurance market conditions, carrier developments and global risk or regulatory issues affecting multinational clients.
- Build the technical and strategic expertise necessary to take increasing ownership of client relationships, negotiations and placement decisions.
- Commercial Property & Casualty insurance experience within a brokerage, carrier, underwriting, risk management or similarly technical insurance environment.
- Brokerage experience with direct exposure to marketing and placing commercial insurance strongly preferred.
- Experience servicing complex or large commercial accounts and working directly with clients and carriers.
- Working knowledge of commercial P&C coverage, policy structure and the insurance renewal lifecycle.
- Experience preparing submissions, evaluating quotes and working with underwriters and insurance markets.
- Exposure to multinational/global programs, large accounts or complex risks is highly preferred, but candidates with strong domestic brokerage experience and the ability to grow into international business will be considered.
- Energy, Natural Resources, Power/Renewables or other complex commercial industry experience is a plus, but not required.
- Strong client-facing communication skills with the confidence to engage with sophisticated clients, underwriters and senior stakeholders.
- Ability to manage significant detail while still understanding the broader strategy behind the insurance program.
- Curious, agile and comfortable operating in a fast-paced environment where priorities may shift.
- Self-directed and willing to take ownership rather than waiting for the next task.
- Strong analytical, organizational and problem-solving skills.
- Bachelor's degree preferred.
- Appropriate Property & Casualty insurance licensing preferred or ability to obtain required licensing.
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
Lockton Global Solutions is seeking a commercial insurance broker and client advisor to support a sophisticated portfolio of multinational clients.
This is not a traditional Account Manager role focused solely on servicing. The International Client Advisor will work across both client service and brokerage, partnering with Client Executives while taking an active role in renewal strategy, marketing, placement, carrier negotiations and the ongoing execution of complex global insurance programs.
The role sits within Lockton Global Solutions, which supports multinational clients across more than 170 countries through Lockton offices and its international broker network.
We’re looking for someone who enjoys getting deep into the details of an account, understands how coverage and placement decisions come together, and is comfortable working directly with clients, carriers and global partners.
- Manage and service an assigned portfolio of complex commercial and multinational accounts, partnering closely with Client Executives and Producers.
- Take an active role in the marketing and placement of business, including preparing submissions, approaching markets, reviewing quotations and supporting negotiations with carriers.
- Coordinate and execute the renewal process, including exposure collection, renewal strategy, marketing timelines, proposal development, coverage review and client deliverables.
- Develop strong working relationships with domestic and international carriers, underwriters and Lockton's global partner network.
- Work directly with clients to understand their operations, exposures, coverage needs and broader risk-management objectives.
- Coordinate multinational insurance programs across countries, ensuring local policies and program requirements align with the client's broader global insurance strategy.
- Review coverage terms, conditions, quotations, binders, policies and endorsements for accuracy and alignment with client objectives.
- Support RFP activity and new-business opportunities, working collaboratively with Client Executives, Producers and other Lockton resources.
- Help identify coverage gaps, program inefficiencies and opportunities to improve the structure and execution of client insurance programs.
- Manage multiple deadlines, stakeholders and workstreams across sophisticated, high-touch accounts.
- Coordinate internally across coverage specialists, claims, analytics, accounting and other Lockton teams to deliver a seamless client experience.
- Stay current on insurance market conditions, carrier developments and global risk or regulatory issues affecting multinational clients.
- Build the technical and strategic expertise necessary to take increasing ownership of client relationships, negotiations and placement decisions.
- Commercial Property & Casualty insurance experience within a brokerage, carrier, underwriting, risk management or similarly technical insurance environment.
- Brokerage experience with direct exposure to marketing and placing commercial insurance strongly preferred.
- Experience servicing complex or large commercial accounts and working directly with clients and carriers.
- Working knowledge of commercial P&C coverage, policy structure and the insurance renewal lifecycle.
- Experience preparing submissions, evaluating quotes and working with underwriters and insurance markets.
- Exposure to multinational/global programs, large accounts or complex risks is highly preferred, but candidates with strong domestic brokerage experience and the ability to grow into international business will be considered.
- Energy, Natural Resources, Power/Renewables or other complex commercial industry experience is a plus, but not required.
- Strong client-facing communication skills with the confidence to engage with sophisticated clients, underwriters and senior stakeholders.
- Ability to manage significant detail while still understanding the broader strategy behind the insurance program.
- Curious, agile and comfortable operating in a fast-paced environment where priorities may shift.
- Self-directed and willing to take ownership rather than waiting for the next task.
- Strong analytical, organizational and problem-solving skills.
- Bachelor's degree preferred.
- Appropriate Property & Casualty insurance licensing preferred or ability to obtain required licensing.
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
VIEW ALL
See All 116+ Client Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Client Advisor Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- JPMorganChase59
- Giorgio Armani6
- Louis Vuitton4
- Tiffany &3
- Bank of America3
Top Industries Hiring
- Fintech19
- Banking & Financial Services19
- Investment & Asset Management19
What Texas Employers Look For
The qualifications that appear most often in client advisor jobs across Texas.
- Active Texas Department of Insurance license or Series 65/66 registration for advisory roles
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of client-facing experience in financial services or banking
- Demonstrated ability to manage a book of business and retain client relationships
- Proficiency with CRM platforms such as Salesforce or similar relationship management tools
- Strong written and verbal communication skills in a consultative sales environment
Client Advisor Jobs in Texas: Frequently Asked Questions
How do you become a client advisor in Texas?
Most client advisor roles in Texas require a combination of a bachelor's degree and an industry credential matched to the work. Financial advisory and investment-oriented positions typically require a Series 65 or Series 66 license, issued through FINRA and registered with the Texas State Securities Board. Roles with an insurance component require a Texas Department of Insurance license. Employers in banking and wealth management often require or strongly prefer CFP or CFA designations for senior advisory positions.
Which companies hire client advisors in Texas?
Employers hiring client advisors in Texas right now include JPMorganChase, Giorgio Armani, and Louis Vuitton, based on current listings on Migrate Mate as of November 2026. Texas's density of regional bank branches, independent wealth management firms, and insurance carriers means hiring volume stays consistent across the state throughout the year.
Which Texas cities have the most client advisor jobs?
Houston, Dallas, and Austin have the most client advisor openings in Texas. Dallas leads because of the high concentration of financial services headquarters, private equity firms, and wealth management offices in the North Texas corridor, while Houston's energy sector and large commercial banking presence drive demand there, and Austin's fast-growing professional population has drawn regional and national advisory practices in recent years.
Are there remote client advisor jobs in Texas?
Yes, but they're less common than in purely desk-based fields, since client advisory work often involves in-person relationship building. About 30% of client advisor openings tied to Texas are remote or hybrid as of November 2026, with hybrid arrangements being far more typical than fully remote. The tasks most often performed remotely are financial plan preparation, portfolio review calls, and compliance documentation rather than onboarding or in-person discovery meetings.
How can I get hired as a client advisor in Texas with little or no experience?
The most realistic entry path is a client associate or financial advisor trainee role, which large Texas-based employers such as JPMorgan Chase, Merrill Lynch, and Edward Jones run as structured development programs designed specifically for candidates without prior advisory experience. Completing the Texas Department of Insurance licensing exam or a Series 6 qualification before applying gives candidates a clear edge. Lateral moves from retail banking, insurance sales, or customer service roles at major Texas banks are also common stepping stones into a full advisory position.
Where can I find and apply to client advisor jobs in Texas?
You can find and apply to client advisor jobs in Texas on Migrate Mate, which lists current openings from employers actively hiring across the state. Find roles that fit your background and apply directly to the ones that match.
See All 116+ Client Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Client Advisor Jobs