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.

Find Client Advisor Jobs

Overview

Open roles110+
Top employerJPMorganChase
Top cityHouston, TX
Cities hiring38
Work type81% On-site
Top industryBanking

Showing 5 of 110+ Client Advisor jobs

Louis Vuitton
Client Advisor, Legacy West
We won't show you this job again
Louis Vuitton
Added 2d ago
Client Advisor, Legacy West
Louis Vuitton
Plano, Texas
Business Strategy
Consulting & Professional Services
Strategy & Corporate Development
$22 - $25/hr
10,000+

Have you applied for this role?

NBH Bank
Premier & Private Banking - Senior Private Client Advisor (VISTA)
We won't show you this job again
NBH Bank
Added 2d ago
Premier & Private Banking - Senior Private Client Advisor (VISTA)
NBH Bank
Dallas, Texas
Business Strategy
Product Management
Project Management
No high school diploma
1,001-5,000

Have you applied for this role?

JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Montgomery, TX (Lake Conroe)
We won't show you this job again
JPMorganChase
Added 4d ago
J.P. Morgan Wealth Management - Private Client Advisor - Montgomery, TX (Lake Conroe)
JPMorganChase
Montgomery, Texas
Executive Leadership & C-Suite
Program Management
Project Management
Bachelor's degree
10,000+

Have you applied for this role?

ADP
Advisor Service Representative - 401k Client Service
We won't show you this job again
ADP
Added 4d ago
Advisor Service Representative - 401k Client Service
ADP
El Paso, Texas
Corporate Training
Corporate Training & Learning Development
Learning & Development
Teaching & Instruction
Hybrid
High school diploma or GED
10,000+

Have you applied for this role?

Loro Piana
Loro Piana, Seasonal Client Advisor, Dallas TX
We won't show you this job again
Loro Piana
Added 4d ago
Loro Piana, Seasonal Client Advisor, Dallas TX
Loro Piana
Dallas, Texas
Customer Service
Retail Banking & Branch Management
Sales

Have you applied for this role?

See All 110+ Client Advisor Jobs in Texas

Find roles in Texas that match your experience and apply in just a few clicks.

Find Client Advisor Jobs

Client Advisor Jobs by City in Texas

Where Texas roles are concentrated, by current openings.

Austin
6 jobs
San Antonio
5 jobs
Fort Worth
4 jobs
Plano
3 jobs
Irving
3 jobs
Boerne
2 jobs
El Paso
2 jobs

Client Advisor Job Market in Texas

A snapshot from current Texas openings, updated as new roles post.

Who's Hiring

  • JPMorganChase
    JPMorganChase52
  • Gucci
    Gucci4
  • Louis Vuitton
    Louis Vuitton4
  • Texas Capital Bank
    Texas Capital Bank4
  • Marsh
    Marsh3

Top Industries Hiring

  • Banking & Financial Services25
  • Fintech21
  • Investment & Asset Management21
  • Consulting & Professional Services2
  • Retail1

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, Gucci, and Louis Vuitton, based on current listings on Migrate Mate as of September 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 19% of client advisor openings tied to Texas are remote or hybrid as of September 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 110+ Client Advisor Jobs in Texas

Find roles in Texas that match your experience and apply in just a few clicks.

Find Client Advisor Jobs