Wealth Advisory Lead Gen Specialist | Unlimited PTO

Farther; Dallas (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Work with fintech leaders

Ground-floor startup opportunity

Growth path and development

Health benefits + 401(k) matching & Ro

Job summary

Farther is building the future of wealth management — and the Advisor Lead Generation Specialist is a critical driver of that growth. You'll own the top of our advisor pipeline: identifying, engaging, and qualifying prospective clients before connecting them with our wealth advisors.

This isn't a passive scheduling role. You'll be working outbound campaigns, managing a live pipeline, and hitting targets in a fast-moving environment where your output directly fuels advisor revenue.

Qualifications

• 4+ years of sales or lead generation experience.
• Proven track record of hitting outbound activity metrics and pipeline targets.
• Engaging phone presence and strong written communication skills.
• Self-starter with a bias for action — you don't wait to be told to follow up.
• Highly organized with strong time management and attention to detail.
• Highly adaptable and thrives in fast-paced, high-growth environments.
• CRM proficiency; HubSpot experience preferred.

Responsibilities

• Run high-volume outbound outreach via phone, email, and SMS to engage prospects across multi-day campaigns.
• Qualify inbound leads to assess fit before routing to wealth advisors.
• Manage and own your pipeline — proactively following up to keep prospects moving through the funnel.
• Meet and exceed weekly and monthly lead generation targets and pipeline KPIs.
• Serve as the first point of contact for Farther — setting a strong first impression with every interaction.
• Partner with sales leadership to refine outreach strategy and messaging.
• Track all prospect interactions and maintain accurate records in HubSpot.
• Surface patterns and feedback to drive continuous improvement in conversion and process.

Skills

Sales experience

Lead generation

Outbound calls

Written communication

Time management

CRM proficiency

Tools

HubSpot

Job description

Farther is building the future of wealth management — and the Advisor Lead Generation Specialist is a critical driver of that growth. You'll own the top of our advisor pipeline: identifying, engaging, and qualifying prospective clients before connecting them with our wealth advisors.

This isn't a passive scheduling role. You'll be working outbound campaigns, managing a live pipeline, and hitting targets in a fast-moving environment where your output directly fuels advisor revenue.