Advisor Business Development Associate

Farther | Wealth Management

32m ago

Hybrid

Full Time

United States of America

Title: Advisor Business Development Associate Location: Hybrid - New York

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

Required Languages

🇬🇧 English

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.