Financial Advisor | North Dallas | DFW Area Candidates Only
Company: Cothrine Financial
Office: North Dallas General Office
Location: 5 Cowboys Way, Frisco, TX 75034
Work Setting: Hybrid & On-site
Employment Type: Full time
Industry: Financial Services
Estimated Pay Range: $65,000 to $90,000 per year
Note: Candidates should currently reside in the Dallas Fort Worth area or be able to work from the Frisco office.
About Cothrine Financial
Cothrine Financial helps individuals, families, and business owners plan for their financial futures with a client-first approach grounded in trust, integrity, and long-term relationships.
Our North Dallas General Office offers a professional, service-driven environment for advisors who want to build lasting client relationships and grow a meaningful career in financial services. Team members have access to training, mentorship, and development resources designed to support long-term success.
About the Opportunity
Cothrine Financial's North Dallas General Office is seeking a Financial Advisor to join our Frisco, TX team. In this role, you will work directly with clients and internal partners to identify financial needs and guide them through investment, retirement, and account solutions.
This is a client-facing, relationship-driven role suited to someone who is comfortable spending extended time on the phone with clients, enjoys problem-solving, and takes ownership of the full client journey — from first conversation through a funded account.
Key Responsibilities and Duties
- Take inbound calls from both internal partners and clients to help identify product and investment needs.
- Determine where a client has a need and create or manage the associated opportunity through to a won or lost sale.
- Provide advice or educate clients on investment and product concerns related to Individual Retirement Accounts (IRAs), retirement/pension enrollments, after-tax annuities (ATA), retirement planning, and retirement income.
- Maintain a solid understanding of the organization's digital new-account-opening requirements and processes to guide clients through this process.
- Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account, including assistance with funding, rollovers, Not-in-Good-Order (NIGO) resolution, and other barriers to account establishment.
- Meet or exceed goals tied directly to client acquisition and retention, including referral generation, asset growth, product education, surveys, advice sessions and solutions, and overall productivity.
- Engage in extended client consultations, as many interactions may require two hours or more on the phone with a client.
Who We Are Looking For
We are looking for candidates who are:
- Coachable, ambitious and competitive
- Strong communicators
- Comfortable meeting new people and starting conversations
- Interested in business, finance, leadership, or client service
- Motivated by personal growth and long-term opportunity
- Able to operate with discipline, consistency, and professionalism
Prior financial services experience is not required for every candidate. Backgrounds in sales, leadership, athletics, hospitality, recruiting, real estate, mortgage, business ownership, management, and other client-facing roles may translate well.
Qualifications
Must have:
- Must currently reside in the Dallas Fort Worth area or be able to work from the Frisco office
- Must be authorized to work in the United States
- Must be willing and able to obtain required state insurance licensing if selected to move forward
- Strong communication and relationship-building skills
- High level of personal accountability and professionalism
- Comfortable meeting new people, starting conversations, and building relationships
- Coachable, competitive, and motivated by personal growth
- Valid driver's license
Preferred, but not required:
- Bachelor's degree
- Experience in sales, business development, client service, recruiting, real estate, mortgage, hospitality, management, athletics, entrepreneurship, or leadership
- Prior experience in a commission-based, performance-based, or client-facing role
- Demonstrated ability to set goals, follow a process, and stay consistent over time
- Interest in financial services, business ownership, leadership, or long-term career growth
- Strong professional presence and ability to build trust with others
- Existing insurance or securities licenses are helpful, but not required
Training and Development
Selected candidates will have access to training, mentorship, and development resources designed to build the skills needed for long-term success in financial services.
Licensing support may be available for candidates who move forward. Any licensing, selection, or appointment decisions are handled through the formal hiring process and are not guaranteed.
* Professional Development training is required twice a year. *
Compensation & Benefits
Estimated annual compensation range: $65,000 to $90,000 per year. This is a performance-based opportunity that may include commissions, allowances, bonuses, and other compensation where applicable. Compensation is not guaranteed and will vary based on individual activity, production, eligibility, and performance.
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Retirement plan
- Vision insurance
Work Location
Hybrid remote — 5 Cowboys Way, Frisco, TX 75034. Ability to commute to Frisco, TX 75034 required.
Next Step
Apply here to begin the process. We look forward to learning more about your background and discussing how Cothrine Financial can support your growth in a financial services career.
Pay: $56,475.02 - $68,012.93 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Work from home
Work Location: Hybrid remote in Frisco, TX 75034
