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Private Client Jobs in Texas (NOW HIRING)

Texascapitalbank

Sr Private Client Advisor

Fort Worth, TX · On-site

  • Medical

  • Life

  • Retirement

  • PTO

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 ...

Bank of America

Private Client Manager II

Dallas, TX

Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners ...

Bank of America

Private Client Manager II

Dallas, TX · On-site

Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners ...

BDO USA

Tax Manager, Private Client Services

Houston, TX · On-site

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices ...

BDO

Tax Manager, Private Client Services

Dallas, TX

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices ...

BDO

Tax Manager, Private Client Services

Houston, TX · On-site

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices ...

BDO USA

Tax Manager, Private Client Services

Dallas, TX · On-site

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices ...

BDO

Tax Senior, Private Client Services

Houston, TX

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices ...

BDO USA

Tax Senior, Private Client Services

Houston, TX · On-site

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices ...

BDO

Tax Senior, Private Client Services

San Antonio, TX

  • Retirement

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices ...

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Showing results 21-40

All JobsPrivate Client JobsPrivate Client Jobs in Texas

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:

Private Client jobs near you
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 Services - Family Office

Alvarez & Marsal

Dallas, TX • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 2 days ago

Alvarez & Marsal rating

7.2

Company rating: 7.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

54th of 72 rated business consultants

Job description

Description
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
We're currently growing Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Director to join our team.
How you will contribute
As a Director within Private Client Services, you will:
  • Provide multiple clients with a variety of accounting and support services including but not limited to the following:
    • Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
    • Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
    • Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
    • Manage and reconcile bank accounts
    • Reconcile various expenses and intercompany accounts
    • Prepare monthly/quarterly financial packages for clients with related work papers
    • Assist in preparation of annual tax package and supporting documents
  • Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
  • Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
  • Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
  • Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
  • Build client relationships and demonstrate a working knowledge of client businesses
  • Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
  • Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
  • Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
  • Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
  • Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process
Qualifications:
  • Bachelor's degree in Accounting
  • 5 + years' of relevant experience ; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
  • CPA
  • High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
  • Prior proven experience leading others while managing multiple work streams
  • Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
  • Passion for training and mentoring staff
  • Excellent verbal and written communication skills, with the ability to establish credibility and influence clients
  • Excellent research, writing, and analytical skills
  • Advanced user of all Microsoft Office products (with an emphasis on Excel)
  • Strong knowledge and experience in QuickBooks
  • Ability to simultaneously work on several projects and effectively manage deadlines
  • High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
  • Detail-oriented and possess strong organizational skills
  • Bilingual, a plus
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
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