Advisor Business Development Associate

fartherfinance; New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking an Associate on our Advisor Business Development team to start conversations with financial advisors by phone, email, and LinkedIn, turning outcomes into opportunities and meetings for Directors. You’ll manage high-volume outreach, qualify prospects, document your progress in the CRM, and aim to exceed weekly targets while building a scalable sales pipeline from scratch.

Join a fast-scaling fintech/wealth startup with uncapped commission, strong health benefits, 401(k)

Qualifications

• 2+ years of sales or recruiting experience.
• Track record of meeting or exceeding quota.
• Enjoy cold calling and building pipeline from scratch.

Responsibilities

• Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn.
• Book qualified meetings between advisors and 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.

Skills

Sales experience

Recruiting experience

Cold calling

Quota attainment

Pipeline development

Education

Bachelor's degree

Tools

Salesforce

HubSpot

Job description

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