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

IMA Financial Group

Emerging Commercial Producer

Dallas, TX · On-site

$50K - $80K/yr

Values and understands the importance of diversity, equity, and inclusion among all IMA associates * Prospects, qualifies, and closes new accounts which meet IMA Select/IMA Private Client criteria to ...

Farther LLC

Client Experience Associate

Irving, TX · On-site

Client Experience Associate Irving, TX Company Description Farther is a rapidly growing RIA that ... Farther's founders are leaders and innovators from the private wealth industry who possess a unique ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

Work with leading private equity firms, hedge funds, and consultancies * Clear progression: Every manager started in the Associate role; promotion possible within 2 years * Annual Personal ...

Third Bridge Group

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

Work with leading private equity firms, hedge funds, and consultancies * Clear progression: Every manager started in the Associate role; promotion possible within 2 years * Annual Personal ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

Work with leading private equity firms, hedge funds, and consultancies * Clear progression: Every manager started in the Associate role; promotion possible within 2 years * Annual Personal ...

Third Bridge

Associate, Client Services

Dallas, TX · On-site

$77K - $102K/yr

Work with leading private equity firms, hedge funds, and consultancies * Clear progression: Every manager started in the Associate role; promotion possible within 2 years * Annual Personal ...

Farther

Client Experience Associate

Irving, TX · On-site

Farther's founders are leaders and innovators from the private wealth industry who possess a unique ... The Role As a Client Experience Associate, you are at the core of Farther's client service and ...

Farther

Client Experience Associate

Dallas, TX

Farther's founders are leaders and innovators from the private wealth industry who possess a unique ... The Role As a Client Experience Associate, you are at the core of Farther's client service and ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Dallas, TX

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 Aug 10, 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.

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.

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.
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:
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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 August 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.

Emerging Commercial Producer

IMA Financial Group

Dallas, TX • On-site

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

What You'll Do
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Prospects, qualifies, and closes new accounts which meet IMA Select/IMA Private Client criteria to meet annual sales goals
  • Develops and nurtures productive relationships with internal stakeholders, fostering an environment of cooperation and teamwork to drive organizational success.
  • Demonstrates a proactive approach to learning and leveraging internal resources and utilizing available tools and platforms to ensure the best possible client experience.
  • Demonstrates strong organizational skills to effectively manage tasks, prioritize responsibilities, and meet deadlines, ensuring smooth operations and optimal performance within the team.
  • Identifies target industry and/or market segment (small commercial or private client) to focus network building, prospecting and development of specialized knowledge and expertise on common coverage situations and industry trends
  • Engages prospects by asking qualifying questions to determine their specific needs and preferences, enabling tailored solutions and fostering productive client relationships
  • Proactively identifies and coordinates cross selling opportunities with other sales units at IMA
  • Enters and maintains all required information in Salesforce CRM
  • In partnership with an Account Servicing team, maintains client contacts to assure account retention

You Should Have
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
  • 4 or more years of sales experience preferred
  • Bachelor's degree preferred
  • Must either currently hold or attain Property & Casualty, and/or Personal Lines, Crop licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing
  • Track record of exceeding sales expectations demonstrated through documentation, recognition, or through specific examples shared during the interview process
  • Experience in Commercial Insurance and or Personal Insurance preferred but not required, with preference given to expertise in both Small Commercial Property & Casualty and/or Private Client experience.
  • Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excel required, intermediate aptitude preferred
  • Good written and verbal communication skills
  • Must be able to travel to various job sites as required. Must be in good standing with the state motor vehicle division if driving is required for the role. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions).
  • Willingness to come into an IMA office 2-3 x per week

COMPETENCIES & TRAITS:
  • Business Acumen
  • Self- Direction
  • Agility
  • Professionalism
  • Relationship building
  • Time Management
  • Manage Client Relationships

#LI-KM1
We will be accepting applications until 4/13/26
Salary Range
$50,000-$80,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

What IMA Financial Group employees say

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