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Client Advisor Jobs in Dallas, TX (NOW HIRING)

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 ...

Bank of America

Private Client Advisor II

Dallas, 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

Tiffany & Co

Client Advisor - Legacy West

Plano, TX · On-site

As a Tiffany Client Advisor you will: * Hold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each client ...

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All JobsClient Advisor JobsClient Advisor Jobs in Dallas, TX

Client Advisor information

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How much do client advisor jobs pay per hour?

As of Sep 8, 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:

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.

Personal Lines Client Advisor

CoVerica

Dallas, TX • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Key responsibilities

  • Provide timely, professional, and solution-oriented support to clients through designated service channels.

  • Handle policy servicing requests including endorsements, billing inquiries, coverage questions, and policy changes.

  • Conduct proactive renewal outreach to clients approximately 75 days prior to renewal.

Job description

Benefits:
  • Positive Work Culture
  • 401(k) matching
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Profit sharing
  • Vision insurance
  • Wellness resources

Position Summary
The Personal Lines Client Advisor is responsible for delivering a seamless and proactive client experience while supporting the agency’s retention and growth initiatives. This role combines client servicing, proactive renewal outreach, retention conversations, cross-selling, client coverage education, and producer support into one unified position.
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 retention, identify growth opportunities, and support agency
profitability through meaningful client interactions. Success in this role requires a balance of service excellence, proactive communication, accountability, relationship-building, and operational follow-through.
Role Mission
The mission of the Client Advisor role is to:
  • Protect and retain client relationships.
  • Support the growth and profitability of the Personal Lines department.
  • Deliver proactive and consultative insurance guidance.
  • Create meaningful client interactions that strengthen long-term loyalty.
  • Support producers by helping ensure client needs and operational follow-through are handled efficiently and professionally.
  • Identify opportunities to improve coverage awareness, cross-sell additional policies, and generate referrals.
  • Deliver value through coverage and service to clients.
Core Responsibilities
  • Provide timely, professional, and solution-oriented support to clients through designated service channels.
  • Handle policy servicing requests including endorsements, billing inquiries, coverage questions, and policy changes.
  • Maintain accurate documentation and activity tracking within agency systems.
  • Deliver a high-quality client experience focused on communication, responsiveness, and relationship-building.
  • Conduct proactive renewal outreach to clients approximately 75 days prior to renewal.
  • Complete comprehensive account reviews focused on retention, coverage awareness, and relationship-building.
  • Review current coverage, identify potential gaps, and provide appropriate recommendations.
  • Maintain meaningful client conversations designed to create value beyond transactional client service.
  • Identify opportunities for remarketing, cross-selling, upselling, referrals, or additional coverage conversations.
  • Document outreach efforts, review outcomes, and follow-up actions appropriately.
  • Handle retention-focused conversations related to premium increases, coverage concerns, underwriting changes, and renewal reviews.
  • Complete remarketing activities within agency guidelines when appropriate.
  • Present coverage and carrier options clearly and professionally.
  • Partner with producers and leadership when escalation or relationship management support is needed.
  • Focus on retaining clients whenever possible through education, problem-solving, and proactive communication.
  • Support producers by assisting with operational follow-through that contributes to client retention and growth.
  • Assist with underwriting follow-up items, policy issues, documentation needs, and client communication when appropriate.
  • Maintain a team-first mindset focused on shared ownership of client and agency success.
  • Collaborate across the department to ensure consistency, efficiency, and strong client outcomes.
  • Operate with a solutions-oriented mentality rather than relying on unnecessary
    handoffs.
Skills and Qualifications
  • Strong communication and relationship-building skills.
  • Ability to manage both proactive and reactive workflows effectively. 
  • Strong organizational, prioritization, and follow-through abilities.
  • Problem-solving mindset with strong attention to detail.
  • Ability to navigate fast-paced service environments.
  • Confidence discussing coverage recommendations and client needs.
  • Ability to work collaboratively while maintaining individual accountability.
  • Commitment to continuous learning and professional growth.
  • Active Property & Casualty insurance license required.