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Client Advisor Jobs in Texas (NOW HIRING)

Henley and Partners

Private Client Advisor

Dallas, TX · On-site

As a Private Client Advisor you'll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into ...

Bank of America

Private Client Advisor II

Dallas, TX · On-site

The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private ...

Bank of America

Private Client Advisor II

Dallas, TX · On-site

The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private ...

Bank of America

Private Client Advisor

Houston, TX

... client needs * Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management

Bank of America

Private Client Advisor

Houston, TX · On-site

... client needs * Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management

AMIRI

Client Advisor | The Galleria

Houston, TX · On-site

The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and ...

AMIRI

Client Advisor | The Galleria

Houston, TX

The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and ...

Tiffany & Co.

Client Advisor - Legacy West

Plano, TX

Tiffany Client Advisor We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service ...

CoVerica Inc

Personal Lines Client Advisor

Dallas, TX

$60K - $70K/yr

Client Advisors are expected to take ownership of the client experience from intake to resolution whenever reasonably possible. This role is designed to strengthen client relationships, improve ...

CoVerica

Personal Lines Client Advisor

Dallas, TX · On-site

$60K - $70K/yr

Client Advisors are expected to take ownership of the client experience from intake to resolution whenever reasonably possible. This role is designed to strengthen client relationships, improve ...

CoVerica

Personal Lines Client Advisor

Dallas, TX

$60K - $70K/yr

Client Advisors are expected to take ownership of the client experience from intake to resolution whenever reasonably possible. This role is designed to strengthen client relationships, improve ...

Prada Group

Client Advisor, Houston

Houston, TX · On-site

Client Advisor JOB PURPOSE To be the "ambassador" who convey and promote the Brand philosophy and Values to the final Clients guiding them into the world of the Brands. As such, to be responsible to ...

Etro Fashion USA

Client Advisor - Houston

Houston, TX · On-site

SCOPE The Client Advisor at Etro represents the Company towards the customer and is responsible for contributing to the Store's sales performance. He/she is a sales professional in the luxury goods ...

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All JobsClient Advisor JobsClient Advisor Jobs in Texas

Client Advisor information

See Texas salary details

$13

$29

$83

How much do client advisor jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for client advisor in Texas is $29.10, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $31.59 per hour, depending on experience, location, and employer.

What job makes $10,000 a month without a degree?

A Client Advisor can earn $10,000 or more per month through commissions, bonuses, and high-value client sales, especially in industries like luxury retail, finance, or real estate. Success in this role depends on strong communication skills, industry knowledge, and building a client base, often without requiring a formal degree.

What is a Client Advisor?

A Client Advisor is a professional who works closely with clients to understand their needs and provide tailored advice, products, or services. Typically found in industries like finance, retail, and luxury goods, Client Advisors act as the main point of contact between the company and its clients. Their responsibilities often include building strong relationships, offering personalized recommendations, and ensuring customer satisfaction. They may also handle account management, sales, and after-sales support to maximize client loyalty and business growth.

What are the key skills and qualifications needed to thrive as a Client Advisor, and why are they important?

To thrive as a Client Advisor, you need strong interpersonal skills, sales acumen, and a background in customer service or related fields, often supported by a relevant degree or experience. Familiarity with CRM software, point-of-sale systems, and sometimes luxury retail management certifications is typically required. Exceptional communication, active listening, and problem-solving abilities help build trust and deliver personalized service. These skills are essential for fostering lasting client relationships, driving sales, and ensuring customer satisfaction in a competitive environment.

How does a Client Advisor typically collaborate with other departments to ensure excellent client service?

Client Advisors often work closely with teams such as sales, product specialists, and customer service to provide comprehensive support to clients. They act as a bridge between the client and the company, ensuring that client needs and feedback are communicated effectively to relevant departments. Regular collaboration may involve joint meetings, shared project management tools, and coordinated follow-ups to resolve issues or customize solutions. This teamwork helps maintain a high level of client satisfaction and fosters a positive, service-oriented company culture.

What is the salary of a client advisor?

The salary of a client advisor varies depending on the industry, location, experience, and employer, but typically ranges from $40,000 to $70,000 annually. Many client advisors also earn commissions or bonuses based on sales performance and client satisfaction. Entry-level positions may start lower, while experienced advisors with specialized skills can earn higher compensation.

What is the role of a client advisor?

A client advisor is responsible for building and maintaining relationships with clients, understanding their needs, and providing tailored solutions or product recommendations. They often work in financial, retail, or service industries and utilize communication and sales skills to enhance customer satisfaction and achieve business goals.

What jobs make $1,000,000 a year?

In the context of a Client Advisor, earning $1,000,000 annually is uncommon and typically requires high-level roles in finance, investment banking, or private equity, often involving significant commissions, bonuses, or ownership stakes. Such compensation levels are usually associated with senior executives or entrepreneurs rather than standard client advisory positions. Achieving this income generally involves extensive experience, a strong network, and specialized skills in high-value industries.

What is the difference between Client Advisor vs Financial Consultant?

AspectClient AdvisorFinancial Consultant
Required CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 63
Work EnvironmentFinancial institutions, banks, wealth management firmsIndependent or firm-based, consulting firms, banks
Employer & Industry UsageUsed in banking and wealth management sectorsCommon in financial planning and investment advisory
Search & Comparison IntentClients seeking personalized financial adviceIndividuals or businesses seeking investment strategies

While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

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Client Advisor jobs near you

Private Client Advisor

Henley and Partners

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Job description

Joining Henley & Partners
As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.
Why choose Henley & Partners? Here's what sets us apart:
  • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options.
  • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients.
  • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged.
  • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge.
  • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
  • Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally.

...but that's enough about us, let talk about you!
As a Private Client Advisor you'll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients.
Responsibilities:
  • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners.
  • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.
  • Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
  • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
  • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.
  • Achieve a high success rate in converting sales leads into H&P clients.
  • Meet and exceed annual sales targets for assigned jurisdictions.
  • Actively expand the existing contact database to identify new opportunities for value creation.
  • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
  • Keep detailed and effective notes on prospect and customer interactions using our CRM system.
  • Act as a positive representative of H&P and our brand at industry events and conferences

Qualifications:
  • Undergraduate degree in business, economics, marketing, or related disciplines.
  • Masters or advanced degree are considered an advantage.
  • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management.
  • Knowledge and experience with HNWIs is highly appreciated.
  • Strong international networks for business development.
  • Multilingual and territorial-specific experience considered an advantage.
  • Exceptional communication skills to engage with industry stakeholders.
  • Collaborative approach to build positive relationships and influence others.
  • Excellent negotiation and persuasion skills, including tact and diplomacy.
  • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.
  • Ability to gather data and provide accurate client analysis for tailored solutions.

What we offer:
  • Base salary up to USD 90-100K per year;
  • Performance-based commission structure;
  • Comprehensive health, dental, and vision insurance;
  • 401K retirement match up to 4%;
  • 15 days of PTO;
  • Hybrid setting;
  • Career advancement opportunities.

Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.
If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.
At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic.
We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy

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