Client Advisor Jobs in Texas
Client Advisor jobs in Texas are in high demand, concentrated in financial services, wealth management, private banking, and luxury retail, with openings at every level from entry-level associate through senior relationship manager. Houston, Dallas, and Austin are the primary hiring centers, anchored by firms like JPMorgan Chase, Wells Fargo, and Charles Schwab, all of which maintain large Texas operations. Portfolio management support, high-net-worth client relations, and insurance-linked advisory are among the most in-demand specialties across the state. Find a role that fits below and apply directly.
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Showing 5 of 56+ Client Advisor jobs
Company:
Marsh McLennan Agency
Senior Private Client Advisor
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
As our Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You’ll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You’ll be anticipating client needs and addressing their questions—whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you’ll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you’ll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- 3 plus years’ personal lines insurance experience with High-Net-Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations
- Ability to travel for client and company meetings as needed
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
- X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
LI-hybrid
MMAPCS
Company:
Marsh McLennan Agency
Senior Private Client Advisor
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
As our Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You’ll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You’ll be anticipating client needs and addressing their questions—whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you’ll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you’ll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- 3 plus years’ personal lines insurance experience with High-Net-Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations
- Ability to travel for client and company meetings as needed
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
- X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
LI-hybrid
MMAPCS
See All 56 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
- JPMorganChase41
- Louis Vuitton4
- Fendi2
- Prada2
- Ralph Lauren2
Top Industries Hiring
- Banking & Financial Services18
- Fintech18
- Investment & Asset Management18
- Consulting & Professional Services8
- Retail4
What Texas Employers Look For
The qualifications that appear most often in client advisor jobs across Texas.
- Bachelor's degree in finance, business, economics, or a closely related field
- Active FINRA Series 7 and Series 66 licenses or willingness to obtain upon hire
- Two or more years of client-facing experience in financial services or wealth management
- Demonstrated ability to manage and grow a portfolio of individual or institutional clients
- Proficiency with CRM platforms such as Salesforce or Envestnet in a client advisory context
- Strong written and verbal communication skills suited to consultative client conversations
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 bachelor's degree in finance, business, or economics plus FINRA licensing. For investment-related positions, you'll need to pass the Series 7 and Series 66 exams through FINRA before you can advise clients on securities. Insurance-focused advisory roles require a Texas Department of Insurance license. Employers typically sponsor candidates through exam prep, so having your degree and a clean background check in place first puts you in a strong position.
How much do client advisors make in Texas?
Client advisors in Texas earn a median of about $99,160 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $46,450 for the lowest 10% to over $359,040 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire client advisors in Texas?
Employers hiring client advisors in Texas right now include JPMorganChase, Louis Vuitton, and Fendi, based on current listings on Migrate Mate as of June 2026. Texas's concentration of regional bank headquarters, independent wealth management boutiques, and major brokerage operations means hiring activity stays consistent throughout the year.
Which Texas cities have the most client advisor jobs?
Dallas, Austin, and Houston have the most client advisor openings in Texas. Houston leads because of its deep concentration of energy-sector wealth management clients and major bank regional headquarters, while Dallas draws volume from corporate headquarters, private equity firms, and established wealth management practices, and Austin's rapid tech-industry growth has generated a younger but fast-growing base of high-net-worth clients seeking financial guidance.
Are there remote client advisor jobs in Texas?
Yes, but they're less common than in purely analytical roles because client advisory work typically relies on in-person relationship building. About 5% of client advisor openings tied to Texas are remote or hybrid as of June 2026, reflecting the ongoing shift in how some firms handle digital-first or smaller-portfolio client segments. The roles most likely to offer remote flexibility are those focused on telephone-based financial planning or digital banking advisory rather than traditional in-branch or high-net-worth relationship management.
How can I get hired as a client advisor in Texas with little or no experience?
The most realistic entry path is through a bank's or brokerage's new associate or financial advisor development program. JPMorgan Chase, Wells Fargo, and Charles Schwab all run formal development programs at their Texas locations that bring in candidates without prior advisory experience and sponsor them through FINRA licensing. Lateral moves from roles like bank teller, customer service representative, or insurance sales agent are common first steps. Completing your Series 7 exam, even before you're hired, signals commitment and gives you a clear edge over other entry-level candidates.
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 tied to the Texas market. Find the roles that fit your background and apply directly to the ones that interest you.
See All 56 Client Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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