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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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 52 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
- JPMorganChase47

- Texas Capital Bank4

- Bank of America1

Top Industries Hiring
- Banking & Financial Services25
- Fintech21
- Investment & Asset Management21
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, Texas Capital Bank, and Bank of America, based on current listings on Migrate Mate as of September 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?
Houston, San Antonio, and Dallas 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 0% of private client advisor openings tied to Texas are remote or hybrid as of September 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 52 Private Client Advisor Jobs in Texas
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