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Private Client Associate Jobs in Dallas, TX (NOW HIRING)

HUB

Private Client Producer

Dallas, TX

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 ...

BDO

Tax Manager, Private Client Services

Dallas, TX

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...

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Private Client Associate information

See Dallas, TX salary details

$28.6K

$51.4K

$93.7K

How much do private client associate jobs pay per year?

As of Jul 27, 2026, the average yearly pay for private client associate in Dallas, TX is $51,402.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,524.00 and $65,127.00 per year, depending on experience, location, and employer.

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically 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.

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

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.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Dallas, TX? For Private Client Associate jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Dallas, TX look for? The top searched job categories for Private Client Associate jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Private Client Associate jobs? Cities near Dallas, TX with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Dallas, TX as of July 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $51,402 per year, or $24.7 per hour.
Private Client Producer

Private Client Producer

HUB International Limited

Dallas, TX • On-site

Full-time

Medical, Life

Posted 9 days ago

HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

161st of 299 rated insurance

Job description

Job Description
About HUB International
HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
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 supported by the HUB International corporate office and regional offices with the opportunity to create your own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.
Other responsibilities of the Private Client Producer role include:
  • Developing Centers of Influence and Lead Source Partners through networking and marketing -Realtors, Mortgage Brokers, Wealth Managers, etc.
  • Generating and pursuing new client opportunities
  • Presenting our services and solutions at prospect meetings
  • Bringing new business prospects to closure
  • Retaining clients by maintaining solid business-to-business relationships

Job Requirements
In the Private Client Producer role, you must be an independent self-starter who is able to sell and develop strong High Net Worth relationships. We are seeking confident professionals who are not afraid of cold-calling, networking, and developing new business. This is an excellent opportunity for experienced and novice professionals alike. Other requirements & preferences of the Producer role include:
  • Insurance sales experience preferred
  • Bachelor's degree preferred
  • Maintain an existing referral network and centers of influence
  • Maintain a Texas Property and Casualty Insurance License

Benefits
At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. As a Private Client Producer, you will build a book of business and therefore build residual income year over year. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Why Choose HUB?
Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
Department Sales
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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