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Private Client Jobs in Texas (NOW HIRING)

Director, Private Client

Austin, TX ยท On-site

$150K - $250K/yr

We are seeking an experienced, entrepreneurial leader to grow and run our Private Client program, a concierge acquisition service for serious buyers, as an in-house expert based in Austin, Texas.

Director, Private Client

Austin, TX ยท On-site

$150K - $250K/yr

We are seeking an experienced, entrepreneurial leader to grow and run our Private Client program, a concierge acquisition service for serious buyers, as an in-house expert based in Austin, Texas.

Director, Private Client

Austin, TX ยท On-site

$250 - $275/hr

We are seeking an experienced, entrepreneurial leader to grow and run our Private Client program, a concierge acquisition service for serious buyers, as an in-house expert based in Austin, Texas.

As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring ...

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 ...

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...

Private Client Manager II Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility ...

Position Summary The Director of Private Client Strategy is responsible for leading the strategic direction, growth, and performance of the Private Client division across the enterprise. This role is ...

Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum 10 years relevant banking experience required with at least seven years in private banking ...

Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum 10 years relevant banking experience required with at least seven years in private banking ...

Perform the role of chief client strategist by coordinating the team's ongoing communication with ... Minimum 10 years relevant banking experience required with at least seven years in private banking ...

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Showing results 1-20

Private Client information

See Texas salary details

$20.2K

$62.9K

$136.3K

How much do private client jobs pay per year?

As of Aug 15, 2026, the average yearly pay for private client in Texas is $62,949.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,496.00 and $81,347.00 per year, depending on experience, location, and employer.

How to become a private client advisor?

To become a private client advisor, candidates typically need a bachelor's degree in finance, business, or a related field, along with strong interpersonal and sales skills. Relevant certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance prospects. Gaining experience in wealth management, banking, or financial advising is also important for career advancement.

What are private client services?

Private Client services refer to specialized financial and wealth management offerings designed for individuals with significant assets or complex financial needs. These services typically include investment management, estate planning, tax advice, and personalized banking solutions. Private Client professionals work closely with clients to develop tailored strategies that help protect and grow their wealth, often providing a higher level of confidentiality and personal attention than standard banking services.

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

To thrive as a Private Client Advisor, you need strong financial acumen, in-depth knowledge of wealth management, and relevant qualifications such as a finance degree or professional certifications (e.g., CFP or CFA). Familiarity with portfolio management systems, financial planning software, and CRM platforms is commonly required. Exceptional interpersonal skills, discretion, and the ability to build lasting client relationships set top performers apart. These capabilities are crucial for delivering tailored financial solutions and maintaining client trust in a highly competitive environment.

What is the difference between Private Client vs Financial Advisor?

AspectPrivate Client

Required CredentialsFinancial Advisor

Work EnvironmentPrivate Client

Employer & Industry UsageFinancial Advisor

Private Clients typically refer to high-net-worth individuals receiving personalized services, while Financial Advisors provide investment and financial planning advice to a broader client base. Although both roles require certifications like CFP or CFA, Private Clients focus on wealth management and personalized service, often within private banks or boutique firms. Financial Advisors may serve a wider audience, including retail clients, and work in banks, advisory firms, or independent practices. The roles overlap in credentials and client interaction but differ in scope and client focus.

What are the main challenges faced by professionals in private client roles, and how can they be managed?

Professionals in Private Client roles often encounter challenges such as navigating complex financial, legal, and tax regulations while maintaining strict confidentiality and building trust with high-net-worth individuals. Managing diverse client expectations and responding to rapidly changing market or personal circumstances requires strong communication and problem-solving skills. Staying updated on industry standards and legislative changes, as well as fostering collaborative relationships with legal, tax, and investment advisors, can help effectively address these challenges.

What are the most commonly searched types of Private Client jobs in Texas?

The most popular types of Private Client jobs in Texas are:

What cities in Texas are hiring for Private Client jobs?

Cities in Texas with the most Private Client job openings:

Infographic showing various Private Client job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $62,949 per year, or $30.3 per hour.

Director, Private Client

Contrarian Thinking

Austin, TX โ€ข On-site

$150K - $250K/yr

Full-time

Posted 17 days ago


Job description

About BizScout

BizScout is a dynamic marketplace revolutionizing how businesses connect, grow, and transition ownership. We are seeking an experienced, entrepreneurial leader to grow and run our Private Client program, a concierge acquisition service for serious buyers, as an in-house expert based in Austin, Texas.

This role inherits a strong foundation and is responsible for taking it to the next level. You will own the program end-to-end: sharpening the process, structures, and systems that support our buyer clients; growing and leading a team; managing the program's budget; and expanding the client base of retail and institutional buyers who enter the program. You will personally manage clients and walk them through their acquisition journey, from intake through close. You will report directly to the VP, Head of Supply and work cross-functionally with Engineering, Marketing, and Operations to scale the program into a mature, market-leading business line.

Responsibilities
  • Program Ownership & BuildOut - Own and continually sharpen the program's operating model, ensuring the program scales and delivers against the company's goals.
  • Team Leadership - Directly manage the sourcing team and the rest of the program team, including support staff. Set goals, delegate effectively, and hold the team accountable to production and client-outcome metrics.
  • Client Base Growth - Grow the Private Client roster (individual buyers/searchers), using outbound, referrals, partnerships, and BizScout's marketing and marketplace reach.
  • CrossFunctional Partnership - Partner with Operations and Engineering on tooling, CRM, and process improvements; own reporting on program performance, budget, and roadmap.
  • Direct Client Management - Personally manage a portfolio of Private Client clients, walking them through their acquisition journey end-to-end (from intake and qualification through underwriting, deal evaluation, and close), applying M&A judgment to keep engagements moving.
  • Budget Management - Own and manage the Private Client program budget, making resourcing decisions (headcount, tooling, marketing spend) that support program growth while protecting margin.
Skills and Qualifications
  • Proven builder - 3+ years in private equity (deal execution/portfolio operations preferred), consulting, or business brokerage/M&A advisory, with a track record of building and scaling a program, team, or business unit from the ground up.
  • People and budget leadership - experience managing, delegating to, and growing a team as it scales, plus comfort owning a program budget or P&L and making headcount/tooling/spend trade-offs.
  • M&A and business development acumen - strong grasp of business financials, valuation, and deal structures, paired with the instinct to personally drive and later scale client acquisition across retail and institutional buyer segments.
  • Operational rigor - proficiency with CRM and tech-enabled, scalable processes; high-agency, independent decision-maker able to manage multiple clients, team members, and workstreams simultaneously.
  • Professional presence and discretion - a sense of urgency and ownership as the face of the program to clients, brokers, and partners, with sound judgment on sensitive client and financial information.
  • Adaptability & Communication - comfortable operating with high autonomy in a fast-changing environment, with strong relationship-building skills across clients, sellers, and internal teams, and clear communication with executive stakeholders.
Position Details
  • Type: Full-time
  • Reports to: VP, Head of Supply
  • Direct reports: Sr. Manager, Private Client and the full Private Client program team
  • Compensation: $250K OTE with flexibility above this range for the right candidate; compensation includes base salary and performance-based commission tied to program revenue
  • Location: Austin, Texas, 5 days in-office required; travel up to 50% as needed
  • Education: Bachelor's degree required; MBA or equivalent a plus
  • Experience: 3+ years in private equity, consulting, or a related field (business brokerage/M&A advisory a plus; PE/consulting execution experience preferred)
Employment Type: FULL_TIME