Advisor Business Development Coordinator

Farther; Dallas (TX); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Ground-floor startup opportunity

401(k) matching & Roth IRA

Unlimited PTO

Full health benefits

Job summary

Farther is seeking an Advisor Recruiting Coordinator to run the operational engine of our Advisor Business Development team. You will own coordination from Discovery Days to contract execution, ensuring leadership focuses on high-leverage work as we scale.

This role suits someone highly organized, proactive, and eager to grow into a chief of staff or senior operations function. You'll collaborate across Recruiting, HR, and Finance in a fast-paced fintech environment.

Qualifications

• 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.
• Experience in financial services, wealth management, or fintech.
• Background in recruiting coordination or sales support.
• Familiarity with CRM tools and reporting.

Responsibilities

• 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.
• 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.

Skills

Highly organized

Proactive problem-solver

Strong communicator

Multitasking under pressure

High EQ

Tools

HubSpot

Greenhouse

Google Suite

Job 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

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.

• 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

• 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

• 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

• 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
• Unlimited PTO