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Private Client Insurance Jobs in Texas (NOW HIRING)

Stand Insurance

Client Concierge Specialist

Austin, TX · On-site

$65 - $100/hr

Experience working within a high-net-worth or private client insurance environment * Familiarity with California or Florida insurance markets, surplus lines, or E&S carriers * Experience with shared ...

Stand Insurance

Client Concierge Specialist

Austin, TX · On-site

$65K - $100K/yr

Experience working within a high-net-worth or private client insurance environment * Familiarity with California or Florida insurance markets, surplus lines, or E&S carriers * Experience with shared ...

Texas Capital Bank

Sr. Private Client Advisor

Dallas, TX · On-site

$140 - $190/hr

Benefits * health insurance coverage * wellness program * fertility and family building aids * life ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...

Weaver

Tax Manager - Private Client Services

Austin, TX

$125K - $191K/yr

A Private Client Services Tax Manager provides federal tax compliance and planning services to high ... disability, life insurance, and a 401(k) plan. Further, we support our employees by offering ...

Weaver

Tax Manager - Private Client Services

Dallas, TX

$125K - $191K/yr

A Private Client Services Tax Manager provides federal tax compliance and planning services to high ... disability, life insurance, and a 401(k) plan. Further, we support our employees by offering ...

Weaver

Tax Manager - Private Client Services

Midland, TX

$125K - $191K/yr

A Private Client Services Tax Manager provides federal tax compliance and planning services to high ... disability, life insurance, and a 401(k) plan. Further, we support our employees by offering ...

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Private Client Insurance information

What is private client insurance?

Private client insurance is a specialized type of insurance designed to meet the unique needs of high-net-worth individuals and families. It provides comprehensive coverage for valuable assets such as luxury homes, high-end vehicles, fine art, jewelry, and collectibles, often with higher coverage limits and customized policies. Private client insurance also typically includes personalized risk management, claims handling, and expert advice to ensure that complex and substantial assets are adequately protected.

What are some common challenges faced by professionals in private client insurance, and how can they be addressed?

Professionals in Private Client Insurance often encounter challenges such as managing complex, high-value portfolios and meeting the bespoke needs of affluent clients. Staying up-to-date with evolving insurance products, regulations, and risk management strategies is essential. Building strong client relationships while maintaining strict confidentiality can also be demanding. To address these challenges, ongoing professional development, leveraging specialized technology tools, and collaborating closely with underwriters and risk advisors are highly recommended.

What are the key skills and qualifications needed to thrive as a private client insurance advisor, and why are they important?

A Private Client Insurance Advisor needs a solid understanding of personal insurance products, risk assessment, and regulatory compliance, often supported by relevant industry certifications such as Chartered Insurance Institute (CII) qualifications. Familiarity with insurance management software, customer relationship management (CRM) systems, and quoting tools is essential. Strong interpersonal skills, discretion, and attention to detail enable effective communication with high-net-worth clients and the delivery of tailored solutions. These competencies are crucial to building trust, managing complex portfolios, and ensuring client satisfaction in a highly personalized service environment.

What is the difference between Private Client Insurance vs Commercial Insurance Broker?

AspectPrivate Client InsuranceCommercial Insurance Broker
CredentialsInsurance licenses, possibly specialized in high-net-worth policiesInsurance licenses, often with commercial lines certifications
Work EnvironmentHigh-net-worth individuals, private clients, luxury homes, personal assetsBusinesses, corporate clients, commercial properties, liability policies
Industry UsagePersonal insurance sector, wealth managementBusiness insurance sector, risk management
Search & Comparison IntentUnderstanding personal high-value coverage optionsComparing business risk policies and coverage

Private Client Insurance focuses on protecting high-net-worth individuals' personal assets and luxury properties, while Commercial Insurance Brokers handle policies for businesses and commercial risks. Both roles require insurance licenses but serve different client needs within the insurance industry.

What are popular job titles related to Private Client Insurance jobs in Texas?

For Private Client Insurance jobs in Texas, the most frequently searched job titles are:

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

The top searched job categories for Private Client Insurance jobs in Texas are:

Private Client Insurance jobs near you
Infographic showing various Private Client Insurance job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader

JPMorgan Chase & Co.

Houston, TX • On-site

$110 - $170/hr

Other

Posted 19 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description

As a Private Client Investment Associate Team Leader within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team that manages the recruiting, training, and development of our Private Client Investment Associates. You will excel in a complex, cross-functional organizational structure and have a proven track record of effective communication and influence across business units. This role provides an opportunity to spearhead projects that promote significant organizational change and impact across various business functions, and to streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives


Job Responsibilities:

  • Develop and lead the strategic direction for our Advisor Support team, focusing on key areas such as recruitment, onboarding, training, talent development, compensation, and advisor alignment.

  • Serve as a key senior leader within Chase Wealth Management, working closely with Divisional and Regional Field Leadership to deliver top-tier client service.

  • Spearhead projects that drive significant organizational change and impact across various business functions.

  • Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.

  • Guide and mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.


Required Qualifications, Capabilities, and Skills:

  • Strong communication skills with the ability to influence stakeholders at multiple levels.

  • Innovative thinker with a track record of executing ideas.

  • Proven ability to build and retain high-performing teams.

  • Ability to motivate and empower others, fostering a climate of excellence.

  • Demonstrated success in managing multiple priorities in a fast-paced environment and adaptability to change.

  • Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.

  • Valid and active Series 7

  • Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment.

  • Valid and active Series 9/10 or Series 24 license required or must be obtained within 60 days of employment.

  • Travel required 50% of the time.


Preferred qualifications, capabilities and skills:

  • Extensive experience in leading teams within a client-focused setting, preferably in Wealth Management or Consumer Banking.

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