What are the responsibilities and job description for the Advisor Business Development Associate, position at Farther?
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Farther is growing fast, and the advisors who join us are a big reason why. As an Associate on our Advisor Business Development team, you'll start conversations with financial advisors who are ready for a better platform and help move them from first call to signed. It's a high-volume outbound role with real upside for people who love the phone, own their numbers, and want to grow their career at a fast-scaling fintech.
Your Impact
- Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn
- Build and manage your own pipeline, keeping the CRM clean and your forecast honest
- Run discovery calls to understand an advisor's practice, goals, and timing
- Partner with senior teammates to move qualified advisors toward a signed agreement
- Hit and exceed monthly activity and pipeline targets
The Ideal Match
- 2 years of sales or recruiting experience
- A track record of meeting or exceeding quota
- You enjoy cold calling and building pipeline from scratch
- Motivated by variable comp, with clear goals for your career and earnings
- Bachelor's degree
Bonus Points
- Experience in financial services, wealth management, or fintech
- Hands-on experience with Salesforce or HubSpot
- Familiarity with how financial advisors run and grow their practices
Why Join Us
- Competitive comp package with uncapped commission potential
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!