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Private Client Jobs in Texas (NOW HIRING)

Contrarian Thinking

Director, Private Client

Austin, TX

$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.

New

Contrarian Thinking

Director, Private Client

Austin, TX · 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.

New

Bank of America

Private Client Advisor

Houston, TX · On-site

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 ...

Bank of America

Private Client Advisor

Houston, TX · On-site

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 ...

Henley and Partners

Private Client Advisor

Dallas, TX · On-site

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 ...

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 ...

Busey

Director of Private Client Strategy

Dallas, TX

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 ...

Bank of America

Private Client Advisor II

Dallas, TX · On-site

The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private ...

Bank of America

Private Client Advisor II

Dallas, TX · On-site

The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private ...

Texascapitalbank

Sr Private Client Advisor

Dallas, TX · On-site

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 ...

Texas Capital Bank

Sr Private Client Advisor

Dallas, TX · On-site

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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$62.9K

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How much do private client jobs pay per year?

As of Aug 1, 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.

What does a private client do?

A private client typically refers to a professional who manages personalized financial, legal, or estate planning services for high-net-worth individuals. They provide tailored advice, investment management, and support to help clients achieve their personal financial goals, often requiring strong communication and confidentiality skills.

What professions make 200,000 a year without a degree?

Private Client professionals, such as high-net-worth financial advisors or wealth managers, can earn $200,000 or more annually through commissions, bonuses, and fees, often without requiring a college degree. Success in these roles depends on strong sales skills, industry experience, and building a client base, with many working in financial services or private banking environments.

What jobs pay 4000 a week without a degree?

Private Client roles typically do not pay $4,000 a week without specialized skills or experience. High-paying jobs that can reach this level without a degree often include sales positions such as real estate brokers, certain entrepreneurial ventures, or skilled trades like plumbing or electrical work, which may require certifications but not necessarily a college degree. Success in these roles depends on experience, performance, and market demand.

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.

How to make $10,000 a month without a degree?

A private client professional can increase earnings by developing specialized skills such as financial planning, estate management, or investment advising, which can command higher fees. Building a strong network, gaining relevant certifications, and offering personalized services can also help reach higher income levels without a degree.

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 some of 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:
Private Client jobs near you
Infographic showing various Private Client job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $62,949 per year, or $30.3 per hour.

Insurance Advisor - Private Client Group

CHERRY CREEK INSURANCE AGENCY INC

Austin, TX • On-site

$65K - $125K/yr

Full-time

Medical, Dental

Re-posted 22 days ago

Job description

JOB TITLE: Insurance Advisor

DEPARTMENT: Sales - Private Client Group

REPORTS TO: Private Client Group Sales Leader

FLSA STATUS: Exempt


POSITION SUMMARY: The Insurance Sales Advisor is responsible for driving business growth by attracting, advising, and retaining Private Client Group (PCG) clients. This role centers on building deep, trust-based relationships with individuals and families, helping them manage and mitigate long-term risk while earning the opportunity to serve as their trusted insurance advisor. Successful candidates will have a proven track record in sales, particularly in consultative, relationship-driven environments, with the ability to convert relationships into enduring client partnerships. The ideal advisor is skilled at identifying and understanding the unique insurance needs of Private Client Group members, delivering tailored insurance solutions.

KEY RESPONSIBILITIES:

  • Proactively generate, pursue, and convert new business opportunities within the Private Client Group segment through networking, referrals, and targeted prospecting.
  • Conduct comprehensive needs assessments, present customized insurance solutions, and deliver formal proposals to clients.
  • Build and maintain lasting relationships by providing superior service, ongoing risk management advice, and regular policy reviews.
  • Collaborate with internal account managers, marketing, and carrier partners to secure optimal coverage and pricing for clients.
  • Negotiate with carriers, evaluate quotes, and ensure all policies meet the unique needs and expectations of Private Client Group clients.
  • Develop and implement an individual business plan annually to align with organizational goals.
  • Provide tailored services to meet clients' needs, fostering long-term partnerships and ensuring client satisfaction.
  • Stay current with market trends, product offerings, and regulatory requirements relevant to private client insurance.
  • Represent CCIG professionally at industry events and within the community to enhance the company’s reputation and visibility among Private Client Group prospects.

FUNCTIONAL/TECHNICAL KNOWLEDGE & SKILLS:

  • Exceptional communication, presentation, and relationship-building skills, both over the phone and in person.
  • Must have or be able to obtain a State of Colorado or State of Texas P&C Insurance License to practice.
  • Strong networking capabilities and a consultative, client-focused approach to sales and relationship-building.
  • Proven ability to prospect, sell, and negotiate insurance solutions to new and existing clients.
  • Proficiency with CRM (Applied Epic) and insurance management software (e.g., Salesforce, HubSpot), and Microsoft Office Suite for client management and reporting.
  • Excellent written and verbal communication for preparing proposals, delivering presentations, and managing client interactions.
  • Ability to prioritize tasks, manage multiple clients, and meet deadlines in a fast-paced environment.
  • Knowledge of the current insurance market, competitors, and emerging trends to effectively advise clients.

QUALIFICATIONS:

  • Minimum of 3 years in sales, with a proven track record of meeting or exceeding sales targets, preferably in the insurance/financial services industry.

TRAVEL: Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected. Out of town travel is minimum.

COMPENSATION INFORMATION:

  • First Year Salary Range: $65,000 - $125,000
  • Total Compensation = Pay + Commissions + Benefits
  • FLSA Status: Exempt

CCIG OFFERS AMAZING BENEFITS: Affordable and comprehensive health insurance with plan options through Cigna, VSP, Delta Dental and Unum. A strong work life balance, with a 37.5 hour work week and an exciting summer time off program. A focus on community involvement, wellness for our employees, and continued education; paid volunteer time, gym membership reimbursements, standing desks, paid maternity leave, fresh fruit at the office, and great training programs both internally and externally through CCIG paid courses and designations classes. Dress for your day office environment and, most importantly, CCIG has a company culture that can’t be beat with a collaborative, supportive, and fun work environment! We offer a transparent and competitive compensation structure, including base salary, commission opportunities, and eligibility for partnership consideration. Our approach fairly recognizes both individual performance and team contributions, with clear criteria for advancement.