Advisor Business Development Associate

Farther Finance, LLC; New York (NY); Hybride; USD 60 000 - 100 000; Plein temps

Avantages offerts par ce poste

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Résumé du poste

Farther is seeking an Associate on the Advisor Business Development team in New York. You will initiate conversations with financial advisors, qualify opportunities, and schedule meetings with Directors.

This is a high-volume, outbound role that builds your track record to advance into full recruiting and sales cycle ownership. You will run discovery to understand practitioners’ goals, maintain a clean CRM, and relentlessly pursue weekly meeting and activity targets, with uncapped commission

Qualifications

• 2+ years of sales or recruiting experience.
• 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.

Responsabilités

• 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.

Connaissances

Outbound sales

Cold calling

Pipeline development

CRM proficiency

Quota attainment

Outils

Salesforce

HubSpot

Description du poste

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

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

As set forth in Farther’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.