Private Client Advisor Jobs in Texas
Private Client Advisor jobs in Texas are among the most active in the country, concentrated in wealth management, private banking, and high-net-worth financial planning across a seniority range from associate advisor through senior relationship manager. The deepest hiring activity is in Houston, Dallas, and Austin, where firms like JPMorgan Private Bank, Wells Fargo Private Bank, and Goldman Sachs have long-established Texas operations. The most in-demand specialties are estate and trust planning, investment portfolio management, and ultra-high-net-worth client acquisition. Find a role that fits below and apply directly.
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Showing 5 of 42+ Private 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 42 Private Client Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Private Client Advisor Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- JPMorganChase41
- Marsh McLennan Agency1
Top Industries Hiring
- Banking & Financial Services18
- Fintech18
- Investment & Asset Management18
- Consulting & Professional Services1
What Texas Employers Look For
The qualifications that appear most often in private client advisor jobs across Texas.
- Active FINRA Series 7 and Series 66 licenses required for Texas client advisory roles
- Bachelor's degree in finance, economics, or a closely related business field
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client relationships
- CFP designation preferred or actively in progress at time of application
- Proficiency with CRM platforms and portfolio management software such as Salesforce or Orion
- Strong consultative communication and relationship-building skills across diverse client profiles
Private Client Advisor Jobs in Texas: Frequently Asked Questions
How do you become a private client advisor in Texas?
Most private client advisor roles in Texas require passing the FINRA Series 7 and Series 66 exams, both of which must be sponsored by a registered broker-dealer or registered investment adviser before you can sit. Texas does not have a separate state-level advisor license beyond FINRA registration and the Investment Adviser Representative registration administered through FINRA's Central Registration Depository. A bachelor's degree in finance, economics, or business is the standard educational baseline, and the CFP credential meaningfully strengthens candidacy for client-facing wealth management roles.
How much do private client advisors make in Texas?
Private 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 private client advisors in Texas?
Employers hiring private client advisors in Texas right now include JPMorganChase and Marsh McLennan Agency, based on current listings on Migrate Mate as of June 2026. Texas's concentration of Fortune 500 headquarters and a large base of high-net-worth individuals means established national and regional wealth management firms maintain active Texas hiring pipelines year-round.
Which Texas cities have the most private client advisor jobs?
Austin, Dallas, and Arlington have the most private client advisor openings in Texas. Houston's energy-sector wealth and Dallas's dense concentration of corporate headquarters and private equity firms drive the bulk of demand, while Austin's rapid tech-industry growth has made it a rising market for advisors serving newly liquid founders and executives.
Are there remote private client advisor jobs in Texas?
Yes, but they're less common than in purely analytical finance roles because private client advisory work is built around face-to-face relationship management with high-net-worth clients. About 2% of private client advisor openings tied to Texas are remote or hybrid as of June 2026, and those that are tend to be senior roles where the advisor already holds an established book of business and client trust.
How can I get hired as a private client advisor in Texas with little or no experience?
The most realistic entry path is joining a large Texas-based wealth management or private banking platform as a client associate or relationship associate, roles that place you directly alongside senior advisors while you build your licensing credentials. JPMorgan, Wells Fargo, and Merrill Lynch all run structured associate advisor development programs out of their Texas offices designed for candidates without an existing book of business. Holding or actively pursuing your Series 7, Series 66, and CFP designation signals seriousness and gives you a clear edge over candidates who have not started the credentialing process.
Where can I find and apply to private client advisor jobs in Texas?
You can find and apply to private client advisor jobs in Texas on Migrate Mate, which lists current Texas openings from employers actively hiring right now. Search the listings to find roles that match your experience level and specialty, then apply directly to the ones that fit.
See All 42 Private Client Advisor Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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