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.

Find Private Client Advisor Jobs

Overview

Open roles52
Top employerJPMorganChase
Top cityHouston, TX
Cities hiring31
Work type100% On-site
Top industryBanking

Showing 5 of 52+ Private Client Advisor jobs

JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - McKinney, TX
We won't show you this job again
JPMorganChase
Added 1d ago
J.P. Morgan Wealth Management - Private Client Advisor - McKinney, TX
JPMorganChase
McKinney, Texas
Business Strategy
Product Management
Project Management
Bachelor's degree
10,000+

Have you applied for this role?

JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Prosper, TX
We won't show you this job again
JPMorganChase
Added 1d ago
J.P. Morgan Wealth Management - Private Client Advisor - Prosper, TX
JPMorganChase
Prosper, Texas
Customer Service
Customer Success
Customer Support
Bachelor's degree
10,000+

Have you applied for this role?

JPMorganChase
J.P. Morgan Wealth Management - Private Client Community Center Advisor - Dallas, Tx (Oak Cliff)
We won't show you this job again
JPMorganChase
Added 3d ago
J.P. Morgan Wealth Management - Private Client Community Center Advisor - Dallas, Tx (Oak Cliff)
JPMorganChase
Dallas, Texas
Customer Service
Customer Support
Bachelor's degree
10,000+

Have you applied for this role?

JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Odessa, TX
We won't show you this job again
JPMorganChase
Added 3d ago
J.P. Morgan Wealth Management - Private Client Advisor - Odessa, TX
JPMorganChase
Odessa, Texas
Account Management
Business Development
Customer Success
Bachelor's degree
10,000+

Have you applied for this role?

JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Midland and Odessa, TX
We won't show you this job again
JPMorganChase
Added 3d ago
J.P. Morgan Wealth Management - Private Client Advisor - Midland and Odessa, TX
JPMorganChase
Midland, Texas
Account Management
Business Development
Customer Success
Bachelor's degree
10,000+

Have you applied for this role?

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 Jobs

Private Client Advisor Jobs by City in Texas

Where Texas roles are concentrated, by current openings.

Houston
6 jobs
San Antonio
5 jobs
Dallas
4 jobs
Austin
2 jobs
El Paso
2 jobs
Lubbock
2 jobs
Midland
2 jobs
Prosper
2 jobs
Beaumont
2 jobs

Private Client Advisor Job Market in Texas

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

Who's Hiring

  • JPMorganChase
    JPMorganChase47
  • Texas Capital Bank
    Texas Capital Bank4
  • Bank of America
    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

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

Find Private Client Advisor Jobs