Advisor Business Development Coordinator

Fartherfinance; Dallas (TX); On-site; USD 55,000 - 82,000; Full time

Benefits offered by this job

Competitive compensation package

Health benefits

401(k) matching

Roth IRA options

Ground-floor startup culture

Job summary

Farther, a rapidly growing RIA in Dallas, is seeking an Advisor Recruiting Coordinator to run the operational engine of our Advisor Business Development team. You’ll own coordination from Discovery Days to contract execution and help leadership focus on high-leverage activities.

This role suits someone highly organized, proactive, and eager to grow into senior operations as we scale. You’ll be the operational hub, coordinating recruiting flows, calendar management, and logistics, while

Qualifications

• 1–3 years in a coordinator, EA, or operations role supporting sales or recruiting.
• Exceptionally organized with sharp attention to detail.
• Proactive problem-solver who takes ownership and acts independently.
• Strong written and verbal communication with leaders and candidates.
• Comfortable juggling multiple priorities in a fast-paced environment.
• Technically curious and quick to learn new systems (CRM/tools).
• High EQ and professional client-facing demeanor.

Responsibilities

• Coordinate Discovery Day logistics end-to-end and ensure a memorable candidate experience.
• Manage calendars and meetings for leadership, protecting time for high-impact work.
• Track candidates through the pipeline and ensure nothing falls through the cracks.
• Coordinate offers and contracts with HR and Finance, driving deals to close.
• Book travel and manage logistics for team events and candidate visits.
• Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners.
• Identify inefficiencies and implement solutions proactively.

Skills

Coordinator experience

Highly organized

Proactive problem-solver

Strong communicator

Multi-tasking

Tech-savvy

Tools

HubSpot

Greenhouse

Google Suite

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

We're looking for an Advisor Recruiting Coordinator to run the operational engine of our Advisor Business Development team. You'll own the coordination and logistics that keep our recruiting machine moving—from Discovery Days to contract execution to making sure leadership is focused on the highest-leverage activities. This is a role for someone who's highly organized, proactive, and wants to grow into a chief of staff or senior operations function as we scale.

Your Impact

• Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience
• Manage calendars and meetings for leadership, protecting time for high-impact work and ensuring the right people are in the right rooms
• Facilitate the sales process execution—tracking candidates through the pipeline and ensuring nothing falls through the cracks
• Coordinate offers and contracts in partnership with HR and Finance, driving deals to close
• Book travel and manage logistics for team events and candidate visits
• Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
• Proactively identify inefficiencies and implement solutions before being asked

The Ideal Match

• 1-3 years in a coordinator, executive assistant, or operations role—ideally supporting a sales or recruiting function
• Exceptionally organized with sharp attention to detail
• Proactive problem-solver who takes ownership and doesn't wait to be told what to do
• Strong communicator—written and verbal—who can work effectively with leadership and external candidates
• Comfortable juggling multiple priorities in a fast-paced environment
• Technically curious and quick to learn new systems (HubSpot, Greenhouse, Google Suite, etc.)
• High EQ and professionalism when interacting with advisor candidates

Bonus Points

• Experience in financial services, wealth management, or fintech
• Background in recruiting coordination or sales support
• Interest in growing into a chief of staff or senior operations role
• Familiarity with CRM tools and reporting

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options