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Client Advisor Jobs in Dallas, TX (NOW HIRING)

Acrisure LLC

Surety Client Advisor

Addison, TX · On-site

Surety Client Advisor Department: Growth Location: Addison, TX About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products ...

Acrisure

Surety Client Advisor

Addison, TX · On-site

Surety Client Advisor Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual ...

Acrisure

Surety Client Advisor

Addison, TX · On-site

Surety Client Advisor Department: Growth Location: Addison, TX About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products ...

Henley and Partners

Private Client Advisor

Dallas, TX · On-site

As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...

Acrisure

Commercial Insurance Client Advisor

Dallas, TX · On-site

Client Acquisition& Relationship Management * Serve as a trusted advisor by developing deepclient relationships, providing a consultative sales approach while understanding unique business challenges ...

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 ...

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Client Advisor information

See Dallas, TX salary details

$14

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$88

How much do client advisor jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client advisor in Dallas, TX is $30.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $33.51 per hour, depending on experience, location, and employer.

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?

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.

What do you need to be a client advisor?

To become a client advisor, candidates typically need strong communication and interpersonal skills, relevant sales or customer service experience, and often a high school diploma or equivalent. Some roles may require knowledge of financial products or certifications, depending on the industry. Being organized and able to work in a team environment is also important.

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.

Is a client advisor a good career?

A client advisor is a professional who provides personalized service and advice to clients, often in financial, retail, or luxury sectors. The role typically requires strong communication skills, product knowledge, and relationship management, with opportunities for advancement and performance-based bonuses. It can be a stable career path for those interested in customer service and sales.

How much does a client advisor earn?

A client advisor's average salary varies depending on the industry, location, and experience, but typically ranges from $40,000 to $70,000 annually. Many client advisors also earn commissions or bonuses based on sales performance, which can increase total compensation. Strong communication skills and product knowledge are important for success in this role.

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.

What are popular job titles related to Client Advisor jobs in Dallas, TX? For Client Advisor jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Client Advisor jobs in Dallas, TX look for? The top searched job categories for Client Advisor jobs in Dallas, TX are:
Client Advisor jobs near you
Infographic showing various Client Advisor job openings in Dallas, TX as of July 2026, with employment types broken down into 100% Full Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $64,273 per year, or $30.9 per hour.

Commercial Insurance Client Advisor

Acrisure Texas Risk Advisors & Insurance Services, LLC

Addison, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Job Title: Commercial Insurance Client Advisor

Department: Growth

Location: Addison, TX

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Your Next Chapter:  

Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.

We’re seeking a high-performing Commercial Insurance Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.

What You’ll Do:

Revenue Growth & Business Development

  • Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.

  • Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.

  • Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

Client Acquisition & Relationship Management

  • Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.

  • Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.

  • Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.

Sales Process & Cadence Discipline

  • Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.

  • Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

Market Research & Competitive Analysis

  • Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.

  • Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.

What You’ll Bring:

  • 2+ years’ experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.

  • Commercial Insurance Experience preferred.

  • Property and Casualty license preferred, or ability to obtain license upon hire.

Our ideal candidate will bring:

  • Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.

  • Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.

  • Demonstrated technology skills, including experience using CRM and AI applications.

If you’re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.

#LI-EG1

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

  • … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.

Apply