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Private Client Associate Jobs in Texas (NOW HIRING)

Texascapitalbank

Private Client Advisor

Dallas, TX · On-site

Perform the role of chief client strategist by coordinating the team's ongoing communication with ... service associates The duties listed above are the essential functions, or fundamental duties ...

Texas Capital Bank

Private Client Advisor

Dallas, TX · On-site

Perform the role of chief client strategist by coordinating the team's ongoing communication with ... service associates The duties listed above are the essential functions, or fundamental duties ...

Texas Capital Bank

Private Client Advisor

Dallas, TX · On-site

$120 - $190/hr

... customer service associates. Qualifications * Minimum eight years relevant banking experience ... least five years in private banking preferred. * Bachelor's degree in finance, economics ...

Texascapitalbank

Private Client Advisor

Dallas, TX · On-site

Perform the role of chief client strategist by coordinating the team's ongoing communication with ... service associates The duties listed above are the essential functions, or fundamental duties ...

Texas Capital Bank

Private Client Advisor

Dallas, TX · On-site

Perform the role of chief client strategist by coordinating the team's ongoing communication with ... service associates The duties listed above are the essential functions, or fundamental duties ...

HUB

Private Client Producer

Dallas, TX · On-site

Job Responsibilities As a Private Client Producer, you will prospect for Affluent and High Net Worth clients based on your local networks, connections, and communities. As a Producer, you will be ...

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Private Client Associate information

See Texas salary details

$25.5K

$45.8K

$83.5K

How much do private client associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for private client associate in Texas is $45,810.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,659.00 and $58,042.00 per year, depending on experience, location, and employer.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

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What job categories do people searching Private Client Associate jobs in Texas look for?

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What cities in Texas are hiring for Private Client Associate jobs?

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Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Texas as of August 2026, with employment types broken down into 84% Full Time, 9% Part Time, 6% Contract, and 1% Nights. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $45,810 per year, or $22 per hour.

Private Client Associate

20/20 Foresight Executive Talent Solutions

Dallas, TX • Hybrid

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Our client is a private multi-family office headquartered in Dallas, founded to serve a small number of families whose wealth came from land, energy, and closely held businesses. That heritage still shapes the culture: small teams, long-term relationships, and a preference for doing things properly over doing them fast. The platform is larger than headcount suggests - institutional-grade infrastructure and custody relationships - but clients still know their team by name.

Position The Private Client Associate is the operational core of a client team supporting advisors to ultra-high-net-worth families - multigenerational households, trusts, foundations, and related entities. This person makes the relationship run: documents drafted right the first time, wires out on time, records that match reality. It's high-trust, high-visibility work with direct client exposure and a credible path toward advisory or relationship management.

Responsibilities

Manage documentation end to end - new account packages, advisory agreements, trust and entity paperwork Open/close accounts (SMAs, brokerage, trust, entity), including re-registrations tied to generational transitions Execute and document cash/securities movement - wires, distributions, gifting, in-kind transfers Own the day-to-day custodian relationship Review billing against agreements and flag discrepancies Serve as a client point of contact, using judgment on what to escalte Contribute to improving team processes Qualifications 5-7 years in financial services, client-facing rather than purely back-office Background in wealth management, private banking, trust, family office, or RIA; UHNW/trust/entity experience preferred Strong grasp of account administration, documentation, and custodial platforms (Schwab, Fidelity, Pershing, BNY, etc.) Strong Excel; proficiency in Acrobat and PowerPoint Bachelor's degree (finance, accounting, business, or economics preferred) High discretion with sensitive family information Who Succeeds Here Our client is looking for someone steady under pressure, detail-oriented, and proactive.

The strongest associates anticipate issues early, read client needs well, ask good questions, flag mistakes quickly, and take full ownership once work is assigned. People who wait to be directed or need every step defined are unlikely to thrive. Why It's Worth a Conversation A small team where the work is seen by the people who decide what happens next. Direct client and advisor exposure, with a credible path toward advisory or relationship management.

The resources and stability of a much larger platform, without the layers that usually accompany it. Competitive base salary plus discretionary bonus, full benefits, and support for continuing education and licensing. Hybrid schedule out of the firm's Dallas office.

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