Advisor Business Development Associate

About the role

Farther is a rapidly growing RIA combining expert advisors with technology, offering a tailored wealth management experience. As an Associate on its Advisor Business Development team, you will talk to financial advisors looking for a better platform, turn those conversations into opportunities and book meetings for the Directors. It is a high-volume outbound role, and the first step toward running the full recruiting cycle yourself.

Key responsibilities

• Run daily outbound prospecting to financial advisors by phone, email and LinkedIn
• Book qualified meetings between advisors and the Directors
• Run discovery to understand an advisor's practice, goals and timing, and develop early-stage deals
• Keep the CRM clean and the pipeline up to date
• Hit and exceed weekly meeting and activity targets

Required profile

• 2+ years of sales or recruiting experience
• A track record of meeting or exceeding quota
• Enjoys cold calling and building pipeline from scratch
• Motivated by variable comp, with clear goals for career and earnings
• Bachelor's degree

Required skills

• Experience in financial services, wealth management or fintech (bonus)
• Hands-on experience with Salesforce or HubSpot (bonus)
• Familiarity with how financial advisors run and grow their practices (bonus)

What we offer

• Competitive compensation with uncapped commission potential
• A clear path to running the full sales cycle as you prove your track record
• Full health benefits, 401(k) matching and Roth IRA options
• Unlimited PTO