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Client Advisor Jobs in Dallas, TX (NOW HIRING)

Bessemer Trust

Associate Client Advisor

Dallas, TX · On-site

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

Marsh LLC

Client Advisor

Dallas, TX · On-site

Client Advisor We will count on you to: Consult with clients on their insurance service requirements, needs, and carriers, providing advice on emerging Marsh broking products and market conditions ...

Oliver Wyman

Client Advisor

Dallas, TX · On-site

Client Advisor Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the ...

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 ...

Mercer France

Client Advisor

Dallas, TX · On-site

Client Advisor Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the ...

Marsh & McLennan

Client Advisor

Dallas, TX · On-site

Client Advisor Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the ...

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 ...

Marsh McLennan

Client Advisor

Dallas, TX · On-site

Client Advisor We will count on you to: Consult with clients on their insurance service requirements, needs, and carriers, providing advice on emerging Marsh broking products and market conditions ...

Acrisure

Surety Client Advisor

Addison, TX

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 ...

Oliver Wyman

Client Advisor - Aviation

Dallas, TX · On-site

$92K - $197K/yr

Associate Client Advisor Marsh is seeking candidates for our open Associate Client Advisor position based in NYC, Chicago, Atlanta or Dallas office. This is a hybrid role and will be required to go ...

New

Marsh & McLennan

Client Advisor - Aviation

Dallas, TX · On-site

$92K - $197K/yr

Associate Client Advisor Marsh is seeking candidates for our open Associate Client Advisor position based in NYC, Chicago, Atlanta or Dallas office. This is a hybrid role and will be required to go ...

New

Mercer France

Client Advisor - Aviation

Dallas, TX · On-site

$92K - $197K/yr

Associate Client Advisor Marsh is seeking candidates for our open Associate Client Advisor position based in NYC, Chicago, Atlanta or Dallas office. This is a hybrid role and will be required to go ...

New

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All JobsClient Advisor JobsClient Advisor Jobs in Dallas, TX

Client Advisor information

See Dallas, TX salary details

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How much do client advisor jobs pay per hour?

As of Aug 23, 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.

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 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.

How much do client advisors make in the US?

Client advisors in the US typically earn a median annual salary of around $50,000 to $70,000, with experienced professionals and those in high-demand industries earning higher. Compensation can include base salary, commissions, and bonuses, especially in financial or luxury sectors. Salaries vary based on experience, location, and employer size.

How much does a client advisor earn?

A client advisor's salary varies depending on the industry, experience, and location, 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.

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 rewarding career for those interested in customer service and sales, but job satisfaction depends on individual preferences and work environment.

What are the most commonly searched types of Client Advisor jobs in Dallas, TX?

The most popular types of Client Advisor jobs in Dallas, TX are:

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 August 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 96% In-person, and 4% Remote job distribution, with an average salary of $64,273 per year, or $30.9 per hour.

Associate Client Advisor

Bessemer Trust Company

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations.
The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody. The specific duties include:
CLIENT SERVICE
  • Handle routine communication with clients and their advisors via telephone, email and fax.
  • Document written and verbal communication with clients and their advisors in Salesforce.
  • Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
  • Construct customized spreadsheets for clients.
  • Complete financial paperwork from other institutions for clients.
  • File correspondence and other documents in internal databases.
  • Create documentation of client correspondence for tracking purposes.
  • Attend and contribute to client meetings and presentations.
  • Interface with clients when questions arise about investment strategy or capital markets outlook.

INVESTMENT MANAGEMENT
  • Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications.
  • Prepare investment guidelines for client accounts in line with clients' goals and risk tolerance.
  • Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation.
  • Build implication models taking into account spending, taxation, and potential market behavior among other factors.
  • Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.
  • Initiate orders for rebalancing of accounts.

ACCOUNT ADMINISTRATION
  • Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer. Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information.
  • Prepare Officers Committee account reports.
  • Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
  • Process client remittances in conjunction with Client Tax Department.
  • Monitor and assist in covering overdrafts.
  • Supervise and pay client bill payments.
  • Prepare client presentation packages and reporting on client accounts.
  • Coordinate trust reviews with Fiduciary Officers.

CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT
  • In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.
  • Attend continuing education courses on trust administration.

COMPLIANCE RESPONSIBILITIES
Comply with all regulatory requirements including but not limited to:
  • Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews.

QUALIFICATIONS
  • Bachelor's degree required.
  • Proven interest in financial markets preferred.
  • One or more years of related business experience preferred (specifically within Wealth Management a plus).
  • Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
  • Analytical & independent problem solving skills.
  • Written and verbal communication skills.
  • Demonstrated leadership and teamwork qualities.
  • Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter.
  • Organizational skills and ability to manage multiple tasks.
  • Proficiency with Microsoft Office.
  • Basic knowledge of trust administration and fiduciary services.

About Bessemer Trust:
  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
  • For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history, click here.
  • To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:
  • We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

Apply