Client Advisor Jobs in Dallas, TX
Client Advisor jobs in Dallas are concentrated in Uptown, the Turtle Creek corridor, and the Galleria area, with strong demand across wealth management, private banking, and luxury retail. Employers hiring right now include Fendi, Marsh, and Prada. See the openings below and apply to the ones that match your experience.
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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 Dallas
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Find Client Advisor JobsClient Advisor Job Market in Dallas
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
Client Advisor Jobs in Dallas: Frequently Asked Questions
How do I get a client advisor job in Dallas?
Focus your search on Uptown and the Galleria area, where wealth management firms, private banks, and high-end retail brands cluster. Dallas employers value candidates who bring an existing client network or direct experience in relationship-based sales. Targeting regional financial institutions and luxury service brands headquartered or regionally staffed in Dallas gives you an edge over applicants from larger national pools.
Which companies hire client advisors in Dallas?
Employers hiring client advisors in Dallas right now include Fendi, Marsh, and Prada, based on current listings on Migrate Mate as of November 2026. Dallas draws a mix of large regional banks, independent wealth advisory firms, and luxury retail brands with flagship or flagship-adjacent locations in the city.
Are there remote client advisor jobs in Dallas?
Yes, though availability depends heavily on the role: advisory and account management positions are more remote-friendly than client-facing retail or in-branch roles. About 50% of client advisor openings tied to Dallas are remote or hybrid as of November 2026, with hybrid arrangements most common at financial services firms in Uptown and the central business district.
How can I get a client advisor job in Dallas with little or no experience?
The most realistic entry path in Dallas is through a client associate or relationship banker role at one of the city's regional banks or credit unions, which regularly hire candidates without prior advisory experience. Retail banking branches in Uptown and North Dallas are practical starting points, and luxury retail employers at NorthPark Center also hire entry-level client-facing staff who transition into advisory roles over time.
Which industries hire the most client advisors in Dallas?
Dallas client advisor roles concentrate in Fintech, Banking & Financial Services, and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. Dallas functions as a major regional headquarters hub for financial services and wealth management, which keeps demand for client-facing advisory talent consistently high across the city.
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