Live opening · Posted 16 hours ago

Advisor Business Development Associate

Farther · Hybrid - New York
Greenhouse
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At a glance

The key details from the original listing.

Posted 16 hours ago
CompanyFarther
LocationHybrid - New York
SkillsBusiness Development, Salesforce, CRM, Cold Calling, Wealth Management
SourceGreenhouse
ListedPosted 16 hours ago

About the role

Description supplied by the original job listing.

Company Description
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, develop those conversations into real opportunities, and book meetings for our Directors. It's a high-volume outbound role and the first step on a clear path: build your track record here and you'll grow into running the full recruiting cycle yourself.
Your Impact
Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn
Book qualified meetings between advisors and our Directors
Run discovery to understand an advisor's practice, goals, and timing, and develop early-stage deals
Keep the CRM clean and your pipeline up to date
Hit and exceed weekly meeting and activity 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
A clear path to running the full sales cycle as you prove your track record
Ground-floor opportunity at a fast-scaling startup
Work alongside some of the brightest minds in fintech
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO

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