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Senior Client Advisor Jobs in Addison, TX (NOW HIRING)

Texas Capital Bank

Sr Private Client Advisor

Dallas, TX · On-site

... advisor to provide interdisciplinary expertise and portfolio management. * Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging ...

Farther

Senior Client Experience Associate

Dallas, TX · On-site +1

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... The Role As a Senior Client Experience Associate, you will play a key role in delivering a world ...

Precise Systems

Senior Advisor, TMS

Fort Worth, TX · On-site

$130K - $131K/yr

Is responsible for developing high-level vision with the program/project manager and senior client ... Serves as a senior advisor to the Government and provides support to the customer on program ...

O'Neil Digital Solutions

Manager, Client Services

Plano, TX · On-site

$90K - $100K/yr

The Client Services Manager will help launch and stabilize new client projects and large-scale initiatives before transitioning accounts to Senior Client Advisors for long-term management. The ideal ...

FTE Factory Advisors

Senior Advisor

Dallas, TX · On-site

$135K - $135K/yr

Senior Advisor - LLC/S-Corp position - up to 90% travel US-based At Factory Advisors , we partner ... We work side-by-side with client teams, combining deep industry knowledge with hands-on execution.

FTE Factory Advisors

Senior Advisor

Dallas, TX

$135K - $135K/yr

Senior Advisor - LLC/S-Corp position - up to 90% travel US-based At Factory Advisors , we partner ... We work side-by-side with client teams, combining deep industry knowledge with hands-on execution.

Kobie Marketing

Director, Client Services

Dallas, TX · On-site +1

Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate organizational dynamics to anticipate challenges and proactively address risks. Growth & Innovation

Kobie Marketing

Director, Client Services

Dallas, TX · Remote

Build and maintain senior-level client relationships, acting as a trusted advisor. * Navigate organizational dynamics to anticipate challenges and proactively address risks. Growth & Innovation

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Senior Client Advisor information

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
What job categories do people searching Senior Client Advisor jobs in Addison, TX look for? The top searched job categories for Senior Client Advisor jobs in Addison, TX are:
What cities near Addison, TX are hiring for Senior Client Advisor jobs? Cities near Addison, TX with the most Senior Client Advisor job openings:
Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Addison, TX as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Sr Private Client Advisor

Texas Capital Bank

Dallas, TX • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Responsibilities
  • Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
  • Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
  • Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
  • Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
  • Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
  • Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
  • Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
  • Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.
Qualifications
  • Minimum 10 years relevant banking experience required with at least seven years in private banking preferred
  • Required: Bachelor's degree in finance, economics, accounting or related field
  • Preferred: MBA, CFA or CFP
  • Prior experience providing complex investment solutions to affluent or high net worth individuals or families
  • Prior sales experience required
  • Ability to collaborate with and positively influence team members
  • Strong communications skills and experience creating and delivering presentations and written materials

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Texas Capital Bank logo

About Texas Capital Bank

Sourced by ZipRecruiter

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people's success -- today and tomorrow.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Dallas, TX, US

Year founded

1998

Social media

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